KIE vs RDVY overlap - what they share and where they differ

KIE and RDVY share 10.3% of their weight across 9 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.

KIE and RDVY

10.3%

9 shared positions

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: 20.5%·Holdings of KIE

RDVY

First Trust Rising Dividend Achievers ETF

Reported positions cover 100% of the fund, 71 positions · Jun 30, 2026

Top 10: 28.6%·Holdings of RDVY

Reported positions cover KIE 100%, RDVY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

RDVY vs KIE side by side

KIEState Street(R) SPDR(R) S&P(R) Insurance ETF

53

stock positions reported to the SEC

83.1% of its weight is in 44 names RDVY does not hold

RDVYFirst Trust Rising Dividend Achievers ETF

71

stock positions reported to the SEC

89.4% of its weight is in 62 names KIE does not hold

Where each fund's weight sits

KIE
RDVY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
88.9%
33.9%
Technology
0.0%
39.3%
Healthcare
9.0%
6.2%
Consumer Cyclical
0.0%
7.3%
Industrials
0.0%
5.2%

The widest gap is Financial Services: KIE has 55.0 points more of it.

The figures side by side

KIERDVY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported5371
Weight of the ten largest20.5%28.6%
Largest positionBWIN 2.5%AMAT 4.7%
Held alone44 positions, 83.1%62 positions, 89.4%
Covered by stock positions100%100%

Holdings they share

StockIn KIEIn RDVYCounted
ALLAllstate Corp/The1.91%2.01%1.91%
CBChubb Ltd1.85%1.97%1.85%
HIGHartford Insurance Group Inc/The1.84%1.75%1.75%
CINFCincinnati Financial Corp1.99%1.55%1.55%
AFLAflac Inc1.79%0.97%0.97%
PGRProgressive Corp/The1.92%0.76%0.76%
EGEverest Group Ltd1.90%0.54%0.54%
UNMUnum Group1.77%0.51%0.51%
METMetLife Inc1.76%0.42%0.42%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in KIE

BWINBaldwin Insurance Group Inc/The2.46%
SKWDSkyward Specialty Insurance Group Inc2.13%
LMNDLemonade Inc2.09%
PLMRPalomar Holdings Inc2.00%
GLGlobe Life Inc1.97%
RLIRLI Corp1.96%
KMPRKemper Corp1.95%
RYANRyan Specialty Holdings Inc1.95%
TRAVELERS COS INC/THE1.95%
THGHanover Insurance Group Inc/The1.94%

Only in RDVY

AMATAPPLIED MATERIALS INC4.68%
LRCXLAM RESEARCH CORP4.42%
KLACKLA CORP4.14%
GEVGE VERNOVA INC2.80%
BNYBANK OF NEW YORK MELLON CORP (THE)2.15%
GEGE AEROSPACE2.13%
GOOGLALPHABET INC2.12%
WSMWILLIAMS SONOMA INC2.12%
ROSTROSS STORES INC2.01%
SNASNAP-ON INC2.00%

Questions people ask

Is KIE the same as RDVY?

10.3% of their weight sits in the same 9 holdings. KIE also reports BWIN, SKWD, LMND, which the other does not. RDVY also reports AMAT, LRCX, KLAC, which the other does not.

How is the overlap between KIE and RDVY 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 KIE and 100% of RDVY, so the number cannot exceed the smaller coverage.

Which holds more, RDVY or KIE?

KIE reports 53 stock positions and RDVY reports 71. 83.1% of KIE's weight sits in names RDVY does not hold, and 89.4% of RDVY's weight in names KIE does not hold. The ten largest positions are 20.5% of KIE and 28.6% of RDVY.

How do KIE and RDVY differ by sector?

The widest gap is Financial Services: KIE has 55.0 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.