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KIE vs SIMS

State Street SPDR S&P Insurance ETF vs State Street SPDR S&P Kensho Intelligent Structures ETF

KIE

State Street SPDR S&P Insurance ETF

Annual cost

0.35%

Fund size

$450M

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF

Annual cost

0.45%

Fund size

$9M

Key differences

Both KIE and SIMS are equity ETFs. KIE charges 0.35% a year and SIMS 0.45%. The main difference: KIE costs 0.10% less per year.

  • KIE costs 0.10% less per year.
  • KIE is much larger than SIMS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KIE has delivered higher annualized returns.
  • KIE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KIESIMS
Annual cost (TER)0.35%0.45%
Fund size (AUM)$450M$9M
Since20052017
Dividend yield1.68%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-2.3%+35.6%
CAGR 3Y+15.5%+12.1%
CAGR 5Y+9.1%+0.2%
Sharpe 3Y0.730.45
Volatility 1Y16.44%23.44%
Max drawdown-44.31%-43.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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