KIE vs SDVY overlap - what they share and where they differ
KIE and SDVY share 9.3% of their weight across 14 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 SDVY
9.3%
14 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
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
Reported positions cover 100% of the fund, 173 positions · Jun 30, 2026
Top 10: 11.1%·Holdings of SDVY
Reported positions cover KIE 100%, SDVY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SDVY vs KIE side by side
KIEState Street(R) SPDR(R) S&P(R) Insurance ETF
53
stock positions reported to the SEC
73.7% of its weight is in 39 names SDVY does not hold
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
173
stock positions reported to the SEC
90.7% of its weight is in 159 names KIE does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: KIE has 57.3 points more of it.
The figures side by side
| KIE | SDVY | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 53 | 173 |
| Weight of the ten largest | 20.5% | 11.1% |
| Largest position | BWIN 2.5% | ENS 1.3% |
| Held alone | 39 positions, 73.7% | 159 positions, 90.7% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In KIE | In SDVY | Counted |
|---|---|---|---|
| SIGISelective Insurance Group Inc | 1.90% | 0.97% | 0.97% |
| THGHanover Insurance Group Inc/The | 1.94% | 0.96% | 0.96% |
| AIZAssurant Inc | 1.87% | 0.95% | 0.95% |
| CINFCincinnati Financial Corp | 1.99% | 0.94% | 0.94% |
| PRIPrimerica Inc | 1.84% | 0.88% | 0.88% |
| RGAReinsurance Group of America Inc | 1.85% | 0.87% | 0.87% |
| ORIOld Republic International Corp | 1.91% | 0.81% | 0.81% |
| FAFFirst American Financial Corp | 1.86% | 0.63% | 0.63% |
| WRBW R Berkley Corp | 1.85% | 0.58% | 0.58% |
| AGOAssured Guaranty Ltd | 1.89% | 0.56% | 0.56% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in KIE
Only in SDVY
Questions people ask
Is KIE the same as SDVY?
9.3% of their weight sits in the same 14 holdings. KIE also reports BWIN, SKWD, LMND, which the other does not. SDVY also reports ENS, FIX, NHC, which the other does not.
How is the overlap between KIE and SDVY 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 SDVY, so the number cannot exceed the smaller coverage.
Which holds more, SDVY or KIE?
KIE reports 53 stock positions and SDVY reports 173. 73.7% of KIE's weight sits in names SDVY does not hold, and 90.7% of SDVY's weight in names KIE does not hold. The ten largest positions are 20.5% of KIE and 11.1% of SDVY.
How do KIE and SDVY differ by sector?
The widest gap is Financial Services: KIE has 57.3 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.