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SIMS vs KIE

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

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF

Annual cost

0.45%

Fund size

$9M

KIE

State Street SPDR S&P Insurance ETF

Annual cost

0.35%

Fund size

$450M

Key differences

Both SIMS and KIE are equity ETFs. SIMS charges 0.45% a year and KIE 0.35%. 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

SIMSKIE
Annual cost (TER)0.45%0.35%
Fund size (AUM)$9M$450M
Since20172005
Dividend yield0.58%1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.6%-2.3%
CAGR 3Y+12.1%+15.5%
CAGR 5Y+0.2%+9.1%
Sharpe 3Y0.450.73
Volatility 1Y23.44%16.44%
Max drawdown-43.97%-44.31%

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

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