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XLFI vs KIE

State Street Financial Select Sector SPDR Premium Income ETF vs State Street SPDR S&P Insurance ETF

XLFI

State Street Financial Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$3M

KIE

State Street SPDR S&P Insurance ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$453M

Key differences

  • KIE is significantly larger than XLFI — larger funds tend to be more liquid and less likely to close.
  • XLFI is classified as alternative, while KIE is equity — different risk/return profiles.
  • XLFI follows a option income strategy; KIE uses index tracking.
  • KIE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLFIKIE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$3M$453M
Since20252005
Dividend yield1.62%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+0.9%
CAGR 3YN/A+15.0%
CAGR 5YN/A+9.6%
Sharpe 3YN/A0.71
Volatility 1Y16.17%
Max drawdown-11.89%-44.31%

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

Similar to XLFI and KIE