KIE vs. EUFN
Compare and contrast key facts about SPDR S&P Insurance ETF (KIE) and iShares MSCI Europe Financials ETF (EUFN).
KIE and EUFN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KIE is a passively managed fund by State Street that tracks the performance of the S&P Insurance Select Industry Index. It was launched on Nov 8, 2005. EUFN is a passively managed fund by iShares that tracks the performance of the MSCI Europe Financials Index. It was launched on Jan 20, 2010. Both KIE and EUFN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
KIE vs. EUFN - Performance Comparison
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KIE vs. EUFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KIE SPDR S&P Insurance ETF | -8.09% | 8.12% | 26.95% | 12.18% | 3.48% | 22.75% | -3.04% | 27.19% | -5.99% | 12.83% |
EUFN iShares MSCI Europe Financials ETF | -6.04% | 65.73% | 17.20% | 26.15% | -8.78% | 19.13% | -8.55% | 20.73% | -23.14% | 26.94% |
Returns By Period
In the year-to-date period, KIE achieves a -8.09% return, which is significantly lower than EUFN's -6.04% return. Over the past 10 years, KIE has underperformed EUFN with an annualized return of 10.95%, while EUFN has yielded a comparatively higher 11.63% annualized return.
KIE
- 1D
- 1.08%
- 1M
- -4.90%
- YTD
- -8.09%
- 6M
- -6.32%
- 1Y
- -7.67%
- 3Y*
- 13.63%
- 5Y*
- 10.11%
- 10Y*
- 10.95%
EUFN
- 1D
- 4.25%
- 1M
- -7.58%
- YTD
- -6.04%
- 6M
- 2.94%
- 1Y
- 27.35%
- 3Y*
- 29.23%
- 5Y*
- 17.62%
- 10Y*
- 11.63%
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KIE vs. EUFN - Expense Ratio Comparison
KIE has a 0.35% expense ratio, which is lower than EUFN's 0.48% expense ratio.
Return for Risk
KIE vs. EUFN — Risk / Return Rank
KIE
EUFN
KIE vs. EUFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Insurance ETF (KIE) and iShares MSCI Europe Financials ETF (EUFN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| KIE | EUFN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 1.24 | -1.63 |
Sortino ratioReturn per unit of downside risk | -0.41 | 1.76 | -2.17 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.24 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | -0.58 | 1.74 | -2.32 |
Martin ratioReturn relative to average drawdown | -1.36 | 6.10 | -7.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KIE | EUFN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 1.24 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.82 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.25 | +0.04 |
Correlation
The correlation between KIE and EUFN is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KIE vs. EUFN - Dividend Comparison
KIE's dividend yield for the trailing twelve months is around 1.68%, less than EUFN's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KIE SPDR S&P Insurance ETF | 1.68% | 1.57% | 1.48% | 1.45% | 1.90% | 1.95% | 1.85% | 1.76% | 1.83% | 1.56% | 1.55% | 1.65% |
EUFN iShares MSCI Europe Financials ETF | 3.80% | 3.57% | 5.36% | 5.00% | 4.24% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% |
Drawdowns
KIE vs. EUFN - Drawdown Comparison
The maximum KIE drawdown since its inception was -75.30%, which is greater than EUFN's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for KIE and EUFN.
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Drawdown Indicators
| KIE | EUFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.30% | -53.25% | -22.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -14.77% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -15.68% | -35.15% | +19.47% |
Max Drawdown (10Y)Largest decline over 10 years | -44.31% | -53.25% | +8.94% |
Current DrawdownCurrent decline from peak | -9.42% | -10.30% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -12.09% | -14.68% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 4.22% | +1.01% |
Volatility
KIE vs. EUFN - Volatility Comparison
The current volatility for SPDR S&P Insurance ETF (KIE) is 4.78%, while iShares MSCI Europe Financials ETF (EUFN) has a volatility of 9.84%. This indicates that KIE experiences smaller price fluctuations and is considered to be less risky than EUFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KIE | EUFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 9.84% | -5.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 14.70% | -3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.78% | 22.21% | -2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.31% | 21.57% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 24.53% | -3.38% |