IAK
iShares U.S. Insurance ETF
The iShares U.S. Insurance ETF seeks to track the investment results of an index composed of U.S. equities in the insurance sector.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 395.1 M
ASSETS UNDER MGMT
40 bp
EXPENSES
Fund Basics
| Inception date | May 01, 2006 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| CHUBB LIMITED | 13.7 % |
| PROGRESSIVE CORP | 13.7 % |
| TRAVELERS COS INC/THE | 7.7 % |
| ALLSTATE CORP | 6.2 % |
| AFLAC INC | 5.6 % |
| AMERICAN INTERNATIONAL GROUP | 4.3 % |
| HARTFORD FINANCIAL SVCS GRP | 4.3 % |
| ARCH CAPITAL GROUP LTD | 4.0 % |
| METLIFE INC | 3.9 % |
| PRUDENTIAL FINANCIAL INC | 3.7 % |
Constituent Breakdown
| Number of holdings | 58 |
| Herfindahl-Hirschman Index | 637 |
| Wgt avg mkt cap (mns) | $60,066 |
| Large cap (>$10bn) | 88.0% |
| Mid cap ($2-10bn) | 10.7% |
| Small cap (<$2bn) | 1.3% |
| Developed mkts. | 100.0% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 80.5 % |
 |
SWITZERLAND | 13.7 % |
 |
BERMUDA | 5.3 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 0.3% | 0.4% | 10.7% | 13.3% | 14.0% | 11.3% | -- | 5.2% |
| Dividend Yield | 0.0% | 1.7% | 1.8% | 1.8% | 2.1% | 2.2% | -- | 1.9% |
| Total Returns | 0.3% | 2.1% | 12.5% | 15.1% | 16.1% | 13.4% | -- | 7.0% | Ann. Volatility | 15.5% | 18.9% | 17.5% | 17.3% | 18.2% | 20.9% | -- | 26.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.51 | 27% |
| MSCI EAFE | 0.63 | 30% |
| MSCI Emg Mkts | 0.34 | 11% |
Liquidity Measures
| Avg. volume (000) | 95 |
| ADV traded (mns) | $13 |
| Turnover | 3.2% |
| Avg. Bid/Ask (% of price) | 0.10% |
Technical Indicators
| 30d moving avg. (EMA) | $133.93 |
| Relative strength (RSI) | 45 |
| MACD/Signal | -0.76/-0.09 |
| Bollinger Bands (Upper/Lower) | $138.62/$130.45 |
| Short interest (% of AUM) | 0.5% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IAK |
Expenses vs. IAK |
ALTAR Score™ vs. IAK |
|---|---|---|---|---|
| KBWP | Invesco KBW Property & Casualty Insurance ETF | 50.7% | -5 bp | 0.0% |
| KIE | State Street SPDR S&P Insurance ETF | 47.6% | -5 bp | 0.0% |
| FXO | First Trust Financials AlphaDEX Fund | 26.2% | +22 bp | +1.3% |
| RSPF | Invesco S&P 500 Equal Weight Financials ETF | 22.4% | 0 bp | -0.9% |
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 15.1% | +9 bp | -2.8% |
| IYF | iShares U.S. Financials ETF | 14.2% | 0 bp | -1.9% |
| FTDS | First Trust Dividend Strength ETF | 14.2% | +30 bp | -1.0% |
| USCF | Themes US Cash Flow Champions ETF | 14.1% | -11 bp | -0.2% |
| SHRY | First Trust Bloomberg Shareholder Yield ETF | 12.8% | +20 bp | +1.2% |
| WTV | WisdomTree US Value Fund of Benef Interest | 12.3% | -28 bp | +0.1% |
Risk and Returns: IAK vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 3/17/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
8.7%
ALTAR SCORE™
93rd
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,190 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IAK's ALTAR Score™ is approximately 1.5 standard
deviations above the category average. This places IAK in the 93rd percentile
among funds in the category.
Sell-Side Consensus
$150.94
PRICE TARGET
+14.6%
UPSIDE