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

KIE and VOE share 9.1% of their weight across 15 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 VOE

9.1%

15 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

VOE

VANGUARD MID-CAP VALUE INDEX FUND

Reported positions cover 99% of the fund, 168 positions · Jun 30, 2026

Top 10: 12.6%·Holdings of VOE

Reported positions cover KIE 100%, VOE 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VOE vs KIE side by side

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

53

stock positions reported to the SEC

72.1% of its weight is in 38 names VOE does not hold

VOEVANGUARD MID-CAP VALUE INDEX FUND

168

stock positions reported to the SEC

90.4% of its weight is in 153 names KIE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
88.9%
15.9%
Utilities
0.0%
12.4%
Technology
0.0%
11.5%
Consumer Cyclical
0.0%
10.1%
Healthcare
9.0%
9.0%

The widest gap is Financial Services: KIE has 73.0 points more of it.

The figures side by side

KIEVOE
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported53168
Weight of the ten largest20.5%12.6%
Largest positionBWIN 2.5%CMI 1.7%
Held alone38 positions, 72.1%153 positions, 90.4%
Covered by stock positions100%99%

Holdings they share

StockIn KIEIn VOECounted
ALLAllstate Corp/The1.91%1.06%1.06%
AJGArthur J Gallagher & Co1.87%1.02%1.02%
AFLAflac Inc1.79%0.93%0.93%
METMetLife Inc1.76%0.80%0.80%
AIGAmerican International Group Inc1.78%0.68%0.68%
PRUPrudential Financial Inc1.84%0.65%0.65%
TRAVELERS COS INC/THE1.95%0.61%0.61%
AONAon PLC1.76%0.58%0.58%
ACGLArch Capital Group Ltd1.90%0.56%0.56%
CINFCincinnati Financial Corp1.99%0.50%0.50%

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%
THGHanover Insurance Group Inc/The1.94%
AXSAxis Capital Holdings Ltd1.93%

Only in VOE

CMICummins Inc1.70%
VLOValero Energy Corp1.33%
MPCMarathon Petroleum Corp1.29%
CRHCRH PLC1.23%
URIUnited Rentals Inc1.22%
GMGeneral Motors Co1.20%
SLBSLB Ltd1.20%
SPGSimon Property Group Inc1.19%
PSXPhillips 661.17%
WBDWarner Bros Discovery Inc1.10%

Questions people ask

Is KIE the same as VOE?

9.1% of their weight sits in the same 15 holdings. KIE also reports BWIN, SKWD, LMND, which the other does not. VOE also reports CMI, VLO, MPC, which the other does not.

How is the overlap between KIE and VOE 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 99% of VOE, so the number cannot exceed the smaller coverage.

Which holds more, VOE or KIE?

KIE reports 53 stock positions and VOE reports 168. 72.1% of KIE's weight sits in names VOE does not hold, and 90.4% of VOE's weight in names KIE does not hold. The ten largest positions are 20.5% of KIE and 12.6% of VOE.

How do KIE and VOE differ by sector?

The widest gap is Financial Services: KIE has 73.0 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.