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KIE vs IVV

State Street SPDR S&P Insurance ETF vs iShares Core S&P 500 ETF

KIE

State Street SPDR S&P Insurance ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$453M

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV costs 0.32% less per year.
  • IVV is significantly larger than KIE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IVV has delivered higher annualized returns.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KIEIVV
Annual cost (TER)0.35%0.03%
Fund size (AUM)$453M$797.5B
Since20052000
Dividend yield1.62%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-0.9%+31.2%
CAGR 3Y+13.9%+23.2%
CAGR 5Y+9.3%+14.4%
Sharpe 3Y0.651.24
Volatility 1Y16.25%11.95%
Max drawdown-44.31%-33.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KIE and IVV