IAK vs. BAMD ETF Comparison
Comparison of iShares U.S. Insurance ETF (IAK) to Brookstone Dividend Stock ETF (BAMD)
IAK
iShares U.S. Insurance ETF
IAK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$134.89
Average Daily Volume
63,391
52
BAMD
Brookstone Dividend Stock ETF
BAMD Description
The fund is an actively managed exchange traded fund ("ETF") that, under normal circumstances, invests at least 80% of its net assets (plus borrowings for investment purposes) in income-producing, publicly-traded U.S. stocks or unaffiliated ETFs purchased in the secondary market.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
11,259
30
Performance
| Period | IAK | BAMD |
|---|---|---|
| 30 Days | 2.97% | 3.60% |
| 60 Days | 4.45% | 5.26% |
| 90 Days | 8.45% | 7.30% |
| 12 Months | 38.87% | 36.32% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in BAMD | Overlap | |
|---|---|---|---|---|---|
| PRU | A | 4.66% | 3.39% | 3.39% |
IAK Overweight 51 Positions Relative to BAMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | 16.35% | |
| CB | C | 11.69% | |
| TRV | B | 6.34% | |
| AFL | B | 6.0% | |
| MET | A | 4.7% | |
| ALL | A | 4.52% | |
| AIG | B | 4.47% | |
| HIG | B | 4.02% | |
| ACGL | C | 3.88% | |
| CINF | A | 2.76% | |
| MKL | A | 2.61% | |
| PFG | D | 2.17% | |
| WRB | A | 2.12% | |
| FNF | B | 1.82% | |
| L | A | 1.78% | |
| UNM | A | 1.42% | |
| AIZ | A | 1.32% | |
| KNSL | B | 1.24% | |
| AFG | A | 1.21% | |
| ERIE | D | 1.2% | |
| PRI | B | 1.19% | |
| GL | C | 1.16% | |
| ORI | A | 1.05% | |
| RLI | A | 0.87% | |
| FAF | A | 0.79% | |
| AXS | A | 0.78% | |
| SIGI | C | 0.72% | |
| THG | A | 0.7% | |
| LNC | C | 0.6% | |
| WTM | A | 0.58% | |
| AGO | B | 0.54% | |
| KMPR | A | 0.51% | |
| CNO | B | 0.49% | |
| BHF | C | 0.37% | |
| OSCR | D | 0.36% | |
| GNW | A | 0.35% | |
| PLMR | A | 0.33% | |
| STC | B | 0.24% | |
| MCY | A | 0.24% | |
| TRUP | B | 0.21% | |
| LMND | B | 0.21% | |
| HMN | B | 0.2% | |
| SKWD | A | 0.2% | |
| EIG | B | 0.16% | |
| SAFT | B | 0.16% | |
| CNA | C | 0.14% | |
| AMSF | B | 0.14% | |
| PRA | C | 0.1% | |
| AMBC | C | 0.08% | |
| UFCS | A | 0.06% | |
| JRVR | F | 0.03% |
IAK Underweight 29 Positions Relative to BAMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| IP | A | -4.24% | |
| OKE | A | -4.13% | |
| KMI | A | -4.07% | |
| K | A | -3.96% | |
| MMM | D | -3.84% | |
| ETR | B | -3.83% | |
| NI | A | -3.79% | |
| HBAN | A | -3.68% | |
| MO | A | -3.68% | |
| T | A | -3.61% | |
| GILD | C | -3.53% | |
| TFC | A | -3.37% | |
| D | C | -3.34% | |
| HPQ | B | -3.34% | |
| AEP | C | -3.28% | |
| WEC | A | -3.27% | |
| EIX | B | -3.24% | |
| USB | A | -3.2% | |
| DUK | C | -3.11% | |
| DOC | C | -3.09% | |
| CCI | C | -2.93% | |
| TROW | B | -2.87% | |
| O | C | -2.84% | |
| KMB | C | -2.76% | |
| VZ | C | -2.65% | |
| F | C | -2.61% | |
| FMC | D | -2.59% | |
| CAG | F | -2.4% | |
| DOW | F | -2.2% |
IAK: Top Represented Industries & Keywords
BAMD: Top Represented Industries & Keywords
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