IAK vs. RULE ETF Comparison
Comparison of iShares U.S. Insurance ETF (IAK) to Adaptive Core ETF (RULE)
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
$112.88
Average Daily Volume
80,541
55
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.04
Average Daily Volume
6,591
28
Performance
| Period | IAK | RULE |
|---|---|---|
| 30 Days | -2.93% | -3.44% |
| 60 Days | 2.33% | -4.01% |
| 90 Days | 6.57% | 0.96% |
| 12 Months | 33.61% | 10.32% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in RULE | Overlap |
|---|
IAK Overweight 55 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | 15.28% | |
| CB | C | 12.63% | |
| AIG | A | 6.63% | |
| TRV | C | 6.07% | |
| MET | D | 5.35% | |
| ALL | B | 4.92% | |
| AFL | A | 4.62% | |
| ACGL | A | 4.58% | |
| PRU | D | 4.57% | |
| HIG | D | 3.83% | |
| MKL | A | 2.53% | |
| CINF | D | 2.41% | |
| PFG | D | 2.31% | |
| WRB | C | 2.07% | |
| L | A | 1.82% | |
| FNF | B | 1.61% | |
| ERIE | C | 1.27% | |
| AIZ | D | 1.2% | |
| UNM | A | 1.15% | |
| AFG | D | 1.12% | |
| KNSL | F | 1.07% | |
| ORI | A | 1.04% | |
| PRI | C | 0.99% | |
| GL | D | 0.87% | |
| SIGI | F | 0.83% | |
| RLI | D | 0.77% | |
| FAF | F | 0.74% | |
| AXS | B | 0.65% | |
| THG | B | 0.62% | |
| WTM | A | 0.61% | |
| AGO | D | 0.57% | |
| LNC | D | 0.48% | |
| AEL | A | 0.48% | |
| KMPR | B | 0.48% | |
| BHF | B | 0.43% | |
| CNO | A | 0.39% | |
| OSCR | A | 0.34% | |
| PLMR | B | 0.27% | |
| GNW | B | 0.22% | |
| STC | A | 0.21% | |
| MCY | A | 0.2% | |
| HMN | A | 0.19% | |
| CNA | A | 0.17% | |
| SKWD | C | 0.16% | |
| LMND | B | 0.16% | |
| NWLI | A | 0.15% | |
| AMSF | F | 0.13% | |
| TRUP | D | 0.12% | |
| SAFT | A | 0.11% | |
| AMBC | C | 0.1% | |
| PRA | B | 0.09% | |
| EIG | D | 0.09% | |
| UFCS | A | 0.08% | |
| JRVR | D | 0.05% | |
| MBI | C | 0.05% |
IAK Underweight 28 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | C | -5.25% | |
| URI | D | -3.74% | |
| META | D | -3.72% | |
| APH | A | -3.71% | |
| XOM | B | -3.61% | |
| HUBS | D | -3.56% | |
| WFC | B | -3.55% | |
| MCHP | A | -3.53% | |
| AAPL | C | -3.52% | |
| K | A | -3.51% | |
| FCX | B | -3.49% | |
| WMB | B | -3.49% | |
| PAYX | D | -3.48% | |
| WM | B | -3.47% | |
| BK | B | -3.46% | |
| COF | B | -3.45% | |
| FSLR | B | -3.43% | |
| BRK.A | D | -3.43% | |
| TGT | D | -3.43% | |
| CMI | B | -3.37% | |
| GD | A | -3.35% | |
| ETN | B | -3.35% | |
| SQ | D | -3.35% | |
| LRCX | D | -3.33% | |
| LIN | D | -3.2% | |
| CMG | A | -3.05% | |
| GPN | F | -3.0% | |
| NVDA | C | -1.59% |
IAK: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
Compare ETFs
