Looking for broad exposure to the Financials - Insurance segment of the equity market? You should consider the SPDR S&P Insurance ETF (KIE) , a passively managed exchange traded fund launched on November 8, 2005.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low risk and div ...

Core Insights - The SPDR S&P Insurance ETF (KIE) debuted on November 8, 2005, providing broad exposure to the Financials ETFs category [1] - KIE is managed by State Street Investment Management and aims to match the performance of the S&P Insurance Select Industry Index [5] Fund Characteristics - KIE has accumulated over $849.53 million in assets, categorizing it as an average-sized ETF in the Financials sector [5] - The fund has an annual operating expense ratio of 0.35%, making it one of the least expensive options in its category [6] - The 12-month trailing dividend yield for KIE is 1.65% [6] Sector Exposure and Holdings - The ETF's portfolio is entirely allocated to the Financials sector, with Genworth Financial Inc (GNW) making up approximately 2.03% of total assets [7][8] - The top 10 holdings constitute about 19.98% of total assets under management [8] Performance Metrics - As of July 31, 2025, KIE has increased by approximately 0.21% year-to-date and 5.11% over the past year [9] - The ETF has traded within a range of $51.62 to $62.03 over the last 52 weeks [9] - KIE has a beta of 0.75 and a standard deviation of 18.03% over the trailing three-year period, indicating medium risk [10] Alternatives in the Market - Other ETFs in the Financials sector include Invesco KBW Property & Casualty Insurance ETF (KBWP) and iShares U.S. Insurance ETF (IAK), with assets of $455.35 million and $723.93 million respectively [12] - KBWP has an expense ratio of 0.35%, while IAK charges 0.39% [12]

Core Insights - The Invesco KBW Property & Casualty Insurance ETF (KBWP) provides broad exposure to the Financials - Insurance segment and is passively managed, launched on December 2, 2010 [1] - The ETF has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency, making it suitable for long-term investment [1] Fund Overview - Sponsored by Invesco, KBWP has assets exceeding $456.27 million, positioning it as an average-sized ETF in the Financials - Insurance segment [3] - The fund aims to match the performance of the KBW Nasdaq Property & Casualty Index, which includes approximately 24 property and casualty insurance companies [4] Cost Structure - The annual operating expenses for KBWP are 0.35%, categorizing it as one of the least expensive options in its category [5] - The ETF has a 12-month trailing dividend yield of 1.84% [5] Sector Exposure and Holdings - KBWP is fully allocated to the Financials sector, with about 100% of its portfolio dedicated to this area [6] - American International Group Inc (AIG) constitutes approximately 8.15% of total assets, with the top 10 holdings making up about 59.91% of total assets under management [7] Performance Metrics - The ETF has returned roughly 1.2% year-to-date and increased by about 10.73% over the past year, with a trading range between $104.61 and $126.65 in the last 52 weeks [8] - It has a beta of 0.57 and a standard deviation of 18.57% over the trailing three-year period, indicating medium risk [8] Alternatives - KBWP holds a Zacks ETF Rank of 2 (Buy), based on expected asset class return, expense ratio, and momentum [9] - Other ETFs in the space include iShares U.S. Insurance ETF (IAK) and SPDR S&P Insurance ETF (KIE), with assets of $731.29 million and $844.93 million respectively [10]

Core Insights - The iShares U.S. Insurance ETF (IAK) offers broad exposure to the Financials - Insurance segment, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - IAK is a passively managed ETF launched on May 1, 2006, with assets exceeding $779.12 million, positioning it as an average-sized ETF in its category [3] - The fund aims to replicate the performance of the Dow Jones U.S. Select Insurance Index, which includes companies providing specialized financial services [4] Cost Structure - The annual operating expenses for IAK are 0.39%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.85% [5] Sector Exposure and Holdings - IAK is fully allocated to the Financials sector, with Progressive Corp (PGR) making up approximately 16.98% of total assets, followed by Chubb Ltd (CB) and Travelers Companies Inc (TRV) [6] - The top 10 holdings constitute about 66.91% of total assets under management [7] Performance Metrics - As of July 14, 2025, IAK has gained approximately 2.35% year-to-date and 13.53% over the past year, with a trading range between $115.29 and $138.47 in the last 52 weeks [8] - The ETF has a beta of 0.66 and a standard deviation of 18.05% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - IAK holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials ETFs sector [9] - Other alternatives include Invesco KBW Property & Casualty Insurance ETF (KBWP) and SPDR S&P Insurance ETF (KIE), with respective assets of $471.58 million and $827.52 million [10]