(KIE) SPDR S&P Insurance - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78464A7899 • Financial
KIE: Insurance, Stocks, Bonds, Financials, Investments
The SPDR S&P Insurance ETF, listed on the NYSE ARCA under the ticker KIE, is designed to replicate the performance of the S&P Insurance Select Industry Index. To achieve this, the fund utilizes a sampling strategy, which involves investing in a representative subset of securities that comprise the index. This approach allows the fund to track the index's performance while minimizing costs and maximizing efficiency. The fund typically allocates at least 80% of its total assets to the securities that make up the index, ensuring a high level of correlation with the underlying benchmark.
The S&P Insurance Select Industry Index, which the fund seeks to track, is a subset of the S&P Total Market Index (S&P TMI), focusing specifically on the insurance segment. This index provides a comprehensive representation of the US insurance industry, covering a broad range of companies involved in various aspects of the insurance business. By investing in the SPDR S&P Insurance ETF, investors can gain exposure to this sector, which includes companies operating in life insurance, property and casualty insurance, and other related areas. The fund's holdings are diversified across various insurance companies, allowing investors to benefit from the performance of the sector as a whole.
As a US-domiciled exchange-traded fund (ETF), the SPDR S&P Insurance ETF offers investors a convenient and transparent way to access the US insurance sector. With its listing on the NYSE ARCA, the fund provides liquidity and ease of trading, making it an attractive option for investors seeking to add insurance stocks to their portfolios. The fund's ISIN, US78464A7899, and its classification as a financial ETF, provide additional information for investors looking to understand the fund's characteristics and categorization. For more information, investors can visit the fund's website at http://www.spdrs.com, which provides detailed information on the fund's investment objective, strategy, and performance.
Additional Sources for KIE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
KIE ETF Overview
Market Cap in USD | 916m |
Category | Financial |
TER | 0.35% |
IPO / Inception | 2005-11-08 |
KIE ETF Ratings
Growth 5y | 77.6% |
Fundamental | - |
Dividend | 48.7% |
Rel. Strength Industry | -7.78 |
Analysts | - |
Fair Price Momentum | 60.11 USD |
Fair Price DCF | - |
KIE Dividends
Dividend Yield 12m | 1.44% |
Yield on Cost 5y | 2.60% |
Annual Growth 5y | 6.12% |
Payout Consistency | 89.2% |
KIE Growth Ratios
Growth Correlation 3m | -24.9% |
Growth Correlation 12m | 90.1% |
Growth Correlation 5y | 95% |
CAGR 5y | 12.48% |
CAGR/Mean DD 5y | 1.72 |
Sharpe Ratio 12m | 1.20 |
Alpha | -0.97 |
Beta | 1.02 |
Volatility | 17.12% |
Current Volume | 688.1k |
Average Volume 20d | 865.9k |
As of January 30, 2025, the stock is trading at USD 58.05 with a total of 688,100 shares traded.
Over the past week, the price has changed by +1.13%, over one month by +3.02%, over three months by +2.59% and over the past year by +24.05%.
Yes. Based on ValueRay Analyses, SPDR S&P Insurance (NYSE ARCA:KIE) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 77.61 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of KIE as of January 2025 is 60.11. This means that KIE is currently overvalued and has a potential downside of 3.55%.
SPDR S&P Insurance has no consensus analysts rating.
According to ValueRays Forecast Model, KIE SPDR S&P Insurance will be worth about 66.9 in January 2026. The stock is currently trading at 58.05. This means that the stock has a potential upside of +15.23%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 66.9 | 15.2% |