IAK vs. TWIO ETF Comparison
Comparison of iShares U.S. Insurance ETF (IAK) to Trajan Wealth Income Opportunities ETF (TWIO)
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
$110.31
Average Daily Volume
77,547
55
TWIO
Trajan Wealth Income Opportunities ETF
TWIO Description
Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is an exchange traded fund launched and managed by OBP Capital, LLC. The fund is co-managed by Trajan Wealth, LLC. It invests in the public equity and fixed income markets of the United States. For it equity portion, the fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. For its fixed income, the fund primarily invests in preferred securities and income producing fixed income securities with varying maturities. The fund employs fundamental analysis with bottom-up and top-down securities picking approach to create its portfolio. Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$8.77
Average Daily Volume
8,277
19
Performance
| Period | IAK | TWIO |
|---|---|---|
| 30 Days | -3.51% | -1.14% |
| 60 Days | 0.31% | 0.94% |
| 90 Days | 8.15% | 1.40% |
| 12 Months | 30.38% | 4.08% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in TWIO | Overlap | |
|---|---|---|---|---|---|
| AIG | B | 6.53% | 2.2% | 2.2% |
IAK Overweight 54 Positions Relative to TWIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | 14.84% | |
| CB | A | 12.39% | |
| TRV | A | 6.33% | |
| MET | A | 5.32% | |
| ALL | A | 4.79% | |
| PRU | A | 4.64% | |
| AFL | A | 4.51% | |
| ACGL | A | 4.31% | |
| HIG | A | 3.88% | |
| MKL | B | 2.5% | |
| CINF | A | 2.41% | |
| PFG | B | 2.38% | |
| WRB | B | 2.25% | |
| L | A | 1.78% | |
| FNF | A | 1.64% | |
| ERIE | C | 1.28% | |
| KNSL | C | 1.26% | |
| GL | D | 1.22% | |
| AIZ | B | 1.18% | |
| UNM | B | 1.15% | |
| AFG | B | 1.12% | |
| PRI | B | 1.12% | |
| ORI | B | 1.03% | |
| SIGI | A | 0.82% | |
| FAF | D | 0.79% | |
| RLI | A | 0.76% | |
| AXS | A | 0.66% | |
| THG | B | 0.61% | |
| AGO | C | 0.59% | |
| WTM | C | 0.58% | |
| LNC | B | 0.51% | |
| KMPR | C | 0.46% | |
| AEL | A | 0.46% | |
| BHF | D | 0.43% | |
| CNO | B | 0.38% | |
| PLMR | B | 0.27% | |
| OSCR | D | 0.27% | |
| GNW | C | 0.23% | |
| STC | A | 0.21% | |
| MCY | B | 0.19% | |
| SKWD | B | 0.17% | |
| HMN | B | 0.17% | |
| NWLI | A | 0.16% | |
| CNA | B | 0.16% | |
| LMND | D | 0.14% | |
| TRUP | D | 0.13% | |
| AMSF | D | 0.13% | |
| SAFT | D | 0.11% | |
| AMBC | D | 0.11% | |
| EIG | B | 0.09% | |
| PRA | F | 0.07% | |
| UFCS | D | 0.07% | |
| JRVR | D | 0.05% | |
| MBI | C | 0.05% |
IAK: Top Represented Industries & Keywords
TWIO: Top Represented Industries & Keywords
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