The SPDR S&P Insurance ETF (KIE), sponsored by State Street Investment Management, offers passive, low-cost exposure to the U.S. insurance sector by tracking the S&P Insurance Select Industry Index. With $838.19 million in assets under management and a 0.35% expense ratio, KIE has delivered a 4.95% year-to-date return and 6.42% over the last 12 months (as of 09/01/2025), positioning it as a medium-risk option (beta 0.74) for diversified access to the Financials-Insurance segment, holding 55 companies, and carrying a Zacks ETF Rank of 3 (Hold).
The SPDR S&P Insurance ETF (KIE) represents a liquid and cost-effective vehicle for gaining exposure to the U.S. insurance sector, a segment currently ranked in the top 13% of Zacks' industry classifications. With assets under management of $838.19 million, the fund is of a moderate size and maintains a competitive edge with a low annual expense ratio of 0.35%. Its structure ensures significant diversification, holding approximately 55 positions with the top ten holdings constituting just 21.73% of total assets, thereby mitigating concentration risk. KIE's risk profile is characterized as medium, supported by a beta of 0.74, which suggests lower volatility relative to the broader market, and a three-year standard deviation of 17.88%. Recent performance includes a year-to-date return of 4.95% and a 12-month return of 6.42% as of September 1, 2025. The fund's Zacks ETF Rank of 3 (Hold) indicates it is considered a sufficient but not necessarily a top-performing option within its category at present.
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Request a DemoOverall Sentiment
mildly positive
Sentiment Score
0.35
Ticker Sentiment
