DVY vs KIE overlap - what they share and where they differ
DVY and KIE share 8.7% of their weight across 8 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
DVY and KIE
8.7%
8 shared positions
DVY
iShares Select Dividend ETF
Reported positions cover 100% of the fund, 99 positions · Jul 31, 2026
Top 10: 18.8%·Holdings of DVY
KIE
State Street(R) SPDR(R) S&P(R) Insurance ETF
Reported positions cover 100% of the fund, 53 positions · Jun 30, 2026
Top 10: 20.4%·Holdings of KIE
Reported positions cover DVY 100%, KIE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
KIE vs DVY side by side
DVYiShares Select Dividend ETF
99
stock positions reported to the SEC
90.6% of its weight is in 91 names KIE does not hold
KIEState Street(R) SPDR(R) S&P(R) Insurance ETF
53
stock positions reported to the SEC
85.3% of its weight is in 45 names DVY does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: KIE has 68.0 points more of it.
The figures side by side
| DVY | KIE | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 99 | 53 |
| Weight of the ten largest | 18.8% | 20.4% |
| Largest position | PRU 2.2% | BWIN 2.5% |
| Held alone | 91 positions, 90.6% | 45 positions, 85.3% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In DVY | In KIE | Counted |
|---|---|---|---|
| PRUPRUDENTIAL FINANCIAL INC | 2.21% | 1.84% | 1.84% |
| PFGPRINCIPAL FINANCIAL GROUP INC | 1.35% | 1.77% | 1.35% |
| METMETLIFE INC | 1.25% | 1.76% | 1.25% |
| FNFFIDELITY NATIONAL FINANCIAL INC | 1.13% | 1.77% | 1.13% |
| UNMUNUM GROUP | 0.98% | 1.77% | 0.98% |
| CINFCINCINNATI FINANCIAL CORP | 0.81% | 1.99% | 0.81% |
| ORIOLD REPUBLIC INTERNATIONAL CORP | 0.81% | 1.91% | 0.81% |
| LNCLINCOLN NATIONAL CORP | 0.56% | 1.75% | 0.56% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in DVY
Only in KIE
Questions people ask
Is DVY the same as KIE?
8.7% of their weight sits in the same 8 holdings. DVY also reports TROW, MO, HPQ, which the other does not. KIE also reports BWIN, SKWD, LMND, which the other does not.
How is the overlap between DVY and KIE measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DVY and 100% of KIE, so the number cannot exceed the smaller coverage.
Which holds more, KIE or DVY?
DVY reports 99 stock positions and KIE reports 53. 90.6% of DVY's weight sits in names KIE does not hold, and 85.3% of KIE's weight in names DVY does not hold. The ten largest positions are 18.8% of DVY and 20.4% of KIE.
How do DVY and KIE differ by sector?
The widest gap is Financial Services: KIE has 68.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.