IAK vs. SHRY ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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

$111.72

Average Daily Volume

86,979

Number of Holdings *

55

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

First Trust Bloomberg Shareholder Yield ETF

SHRY Description The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.

Grade (RS Rating)

Last Trade

$37.00

Average Daily Volume

1,032

Number of Holdings *

51

* may have additional holdings in another (foreign) market
Performance
Period IAK SHRY
30 Days -4.83% -3.18%
60 Days 0.60%
90 Days 4.03%
12 Months 28.70%
5 Overlapping Holdings
Symbol Grade Weight in IAK Weight in SHRY Overlap
AFL A 4.55% 3.27% 3.27%
CB C 12.57% 1.61% 1.61%
MET B 5.29% 3.31% 3.31%
PFG C 2.32% 4.5% 2.32%
PRU B 4.52% 3.27% 3.27%
IAK Overweight 50 Positions Relative to SHRY
Symbol Grade Weight
PGR B 15.58%
AIG B 6.46%
TRV D 6.06%
ALL B 4.95%
ACGL B 4.5%
HIG D 3.87%
MKL D 2.5%
CINF B 2.47%
WRB D 2.18%
L B 1.81%
FNF B 1.56%
KNSL F 1.31%
ERIE D 1.26%
AIZ C 1.18%
UNM B 1.14%
AFG C 1.1%
ORI A 1.03%
PRI F 1.0%
SIGI D 0.83%
GL D 0.76%
FAF F 0.76%
RLI C 0.75%
AXS C 0.65%
WTM B 0.61%
THG D 0.61%
AGO D 0.57%
AEL A 0.47%
LNC C 0.47%
KMPR B 0.47%
BHF C 0.43%
CNO B 0.38%
OSCR A 0.31%
PLMR A 0.26%
GNW C 0.22%
STC B 0.2%
MCY B 0.2%
HMN A 0.18%
CNA D 0.17%
LMND B 0.15%
AMSF F 0.15%
NWLI A 0.15%
SKWD D 0.15%
TRUP D 0.12%
SAFT D 0.11%
EIG D 0.1%
PRA B 0.09%
AMBC C 0.09%
UFCS D 0.08%
JRVR D 0.05%
MBI C 0.05%
IAK Underweight 46 Positions Relative to SHRY
Symbol Grade Weight
MO A -5.05%
DELL A -3.83%
HPQ D -3.72%
EOG A -3.67%
AMP C -3.51%
DOW B -3.33%
CMCSA F -3.18%
LMT A -3.02%
JNJ F -2.88%
GIS B -2.65%
CSX D -2.31%
MCK A -2.26%
MMM A -1.95%
CME D -1.88%
LOW C -1.86%
CHTR F -1.83%
GD A -1.78%
UPS D -1.78%
CL A -1.68%
CAT B -1.63%
AON F -1.63%
MAR C -1.62%
PG A -1.61%
HD C -1.58%
AAPL C -1.51%
HCA C -1.45%
ABT C -1.43%
UNP C -1.38%
KO A -1.35%
LRCX C -1.28%
ADP D -1.26%
V D -1.23%
COST C -1.2%
SHW D -1.19%
SLB F -1.17%
KLAC B -1.14%
QCOM B -1.1%
GOOGL A -1.02%
BLK C -1.0%
MCD D -0.93%
MA D -0.9%
BX D -0.9%
AMAT B -0.79%
ACN F -0.69%
MRK A -0.53%
SOLV B -0.33%
Compare ETFs