KIE vs VXUS

KIE vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricKIEVXUSWinner
Expense Ratio0.35%0.05%
AUM$710M$158.1B
Dividend Yield1.52%2.59%
Holdings558,747
YTD Return+8.94%+15.22%
1Y Return+11.70%+26.86%
3Y Return (annualized)+16.76%+20.34%
5Y Return (annualized)+12.06%+9.38%
Volatility (annualized)21.0%15.1%
Max Drawdown-76.2%-39.9%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 8, 2005Jan 26, 2011

KIE vs VXUS Performance

State Street SPDR S&P Insurance ETF (KIE) is a ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year KIE returned +11.70% while VXUS returned +26.86%. Year to date, KIE is up 8.94% versus a gain of 15.22% for VXUS.

Over three years, KIE compounded at +16.76% per year against +20.34% for VXUS; over five years the annualized figures are +12.06% and +9.38% respectively. Across the full 16-year window we track, KIE has the edge at +6.89% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KIE has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -76.2% for KIE and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KIE charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, KIE currently yields 1.52% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

KIE and VXUS share 0 holdings out of 7923 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, KIE or VXUS?

KIE has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, KIE or VXUS?

Over the past year KIE returned +11.70% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), KIE annualized +6.89% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, KIE or VXUS?

KIE has been the more volatile fund at 21.0% annualized versus 15.1% for VXUS. Worst drawdown: KIE -76.2% vs VXUS -39.9%.

Should I hold both KIE and VXUS?

KIE and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KIE and VXUS?

KIE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7923 unique securities.

Which pays a higher dividend, KIE or VXUS?

KIE yields 1.52% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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