IAK vs. PEY ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to PowerShares High Yield Dividend Achievers (PEY)
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

$117.39

Average Daily Volume

53,148

Number of Holdings *

55

* may have additional holdings in another (foreign) market
PEY

PowerShares High Yield Dividend Achievers

PEY Description The PowerShares High Yield Equity Dividend Achievers Portfolio (Fund) is based on the NASDAQ US Dividend AchieversTM 50 Index (Index). The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise the Index. The Index is comprised of 50 stocks selected principally on the basis of dividend yield and consistent growth in dividends. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Mergent Dividend Achievers 50 Index to NASDAQ Dividend Achievers 50 Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.

Grade (RS Rating)

Last Trade

$20.65

Average Daily Volume

372,683

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period IAK PEY
30 Days 5.70% 5.60%
60 Days 10.08% 1.34%
90 Days 17.66% -1.13%
12 Months 40.65% 10.68%
1 Overlapping Holdings
Symbol Grade Weight in IAK Weight in PEY Overlap
PRU B 4.63% 1.87% 1.87%
IAK Overweight 54 Positions Relative to PEY
Symbol Grade Weight
PGR B 14.57%
CB B 12.57%
AIG B 6.59%
TRV B 6.25%
MET B 5.32%
AFL B 4.53%
ALL B 4.52%
ACGL C 4.31%
HIG B 3.85%
MKL B 2.57%
CINF C 2.4%
PFG B 2.39%
WRB B 2.24%
L B 1.82%
KNSL B 1.48%
FNF B 1.39%
ERIE C 1.32%
GL F 1.29%
AIZ B 1.2%
PRI B 1.15%
AFG C 1.12%
UNM B 1.05%
ORI B 1.02%
SIGI C 0.83%
RLI B 0.78%
FAF D 0.78%
AXS C 0.66%
AGO C 0.66%
THG D 0.61%
WTM B 0.61%
KMPR B 0.49%
AEL A 0.47%
LNC B 0.46%
BHF D 0.43%
CNO D 0.39%
PLMR B 0.29%
OSCR D 0.28%
GNW C 0.24%
MCY C 0.19%
STC B 0.18%
SKWD C 0.18%
CNA C 0.18%
NWLI A 0.17%
HMN D 0.16%
AMSF D 0.15%
LMND F 0.15%
TRUP F 0.14%
SAFT D 0.11%
AMBC D 0.11%
EIG C 0.1%
JRVR F 0.07%
UFCS D 0.07%
MBI C 0.06%
PRA F 0.05%
IAK Underweight 48 Positions Relative to PEY
Symbol Grade Weight
MO C -3.92%
LEG F -3.14%
WBA F -2.96%
MMM B -2.9%
FIBK D -2.74%
UVV F -2.73%
VZ D -2.53%
TFC B -2.46%
PFE D -2.46%
KEY B -2.35%
UGI C -2.31%
PM D -2.23%
AVA D -2.16%
NWE D -2.08%
PNW C -2.07%
RF B -2.03%
NWN F -2.0%
EVRG C -1.99%
OGE D -1.96%
TDS D -1.93%
ALE C -1.9%
PRGO D -1.9%
LYB B -1.89%
SR C -1.88%
WSBC D -1.85%
USB B -1.85%
BKH D -1.84%
POR D -1.81%
BMY D -1.76%
TROW C -1.74%
UPS D -1.74%
BBY B -1.72%
ES D -1.72%
BEN C -1.7%
PNC B -1.7%
TRN C -1.67%
FLO C -1.61%
IPG C -1.61%
MAN D -1.61%
UBSI D -1.59%
INDB F -1.58%
K C -1.57%
CVX C -1.57%
KMB C -1.52%
HPQ C -1.51%
EMN B -1.5%
SWK C -1.47%
CCOI F -1.37%
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