IAK vs. VUSB ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Vanguard Ultra-Short Bond ETF (VUSB)

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

$136.03

Average Daily Volume

63,083

Number of Holdings ^*

* may have additional holdings in another (foreign) market

VUSB

Vanguard Ultra-Short Bond ETF

VUSB Description

Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in the fixed income markets. It primarily invests in high-quality securities that are rated A3 or better and medium-quality securities that are rated Baa1, Baa2, or Baa3 by Moody's Investors Service, Inc. The fund seeks to invest in securities with maturity of 0-2 years. The fund employs fundamental analysis with bottom-up and top-down security picking approach to create its portfolio. Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF was formed on April 5, 2021 is domiciled in the United States.

Grade (RS Rating)

Last Trade

$49.72

Average Daily Volume

695,333

Number of Holdings ^*

201

* may have additional holdings in another (foreign) market

Performance

Period	IAK	VUSB
30 Days	4.13%	0.28%
60 Days	4.68%	0.44%
90 Days	9.37%	1.12%
12 Months	40.05%	6.25%

12 Overlapping Holdings

Symbol	Grade	Weight in IAK	Weight in VUSB	Overlap
AIG	B	4.47%	0.17%	0.17%
ALL	A	4.52%	0.27%	0.27%
BHF	B	0.37%	0.7%	0.37%
CB	C	11.69%	0.11%	0.11%
FNF	B	1.82%	0.03%	0.03%
KMPR	B	0.51%	0.02%	0.02%
LNC	B	0.6%	0.09%	0.09%
MET	A	4.7%	0.01%	0.01%
MKL	A	2.61%	0.01%	0.01%
PFG	D	2.17%	0.11%	0.11%
PRU	A	4.66%	0.05%	0.05%
WRB	A	2.12%	0.02%	0.02%

IAK Overweight 40 Positions Relative to VUSB

Symbol	Grade	Weight
PGR	A	16.35%
TRV	B	6.34%
AFL	B	6.0%
HIG	B	4.02%
ACGL	D	3.88%
CINF	A	2.76%
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	A	1.19%
GL	B	1.16%
ORI	A	1.05%
RLI	B	0.87%
FAF	A	0.79%
AXS	A	0.78%
SIGI	C	0.72%
THG	A	0.7%
WTM	A	0.58%
AGO	B	0.54%
CNO	A	0.49%
OSCR	D	0.36%
GNW	A	0.35%
PLMR	B	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	C	0.16%
CNA	B	0.14%
AMSF	B	0.14%
PRA	C	0.1%
AMBC	C	0.08%
UFCS	B	0.06%
JRVR	F	0.03%

IAK Underweight 189 Positions Relative to VUSB

Symbol	Grade	Weight
RL	B	-0.99%
NVDA	C	-0.71%
COF	B	-0.61%
CMCSA	B	-0.6%
COP	C	-0.52%
GIS	D	-0.47%
SYY	B	-0.43%
EMN	D	-0.42%
GILD	C	-0.36%
SPG	B	-0.3%
NUE	C	-0.29%
HRL	D	-0.28%
ZBH	C	-0.28%
PSA	D	-0.25%
CNH	C	-0.24%
WM	A	-0.24%
EOG	A	-0.23%
MLM	B	-0.23%
MCK	B	-0.23%
STZ	D	-0.23%
AMP	A	-0.2%
PYPL	B	-0.2%
EBAY	D	-0.19%
HII	D	-0.19%
CHTR	C	-0.18%
MPC	D	-0.18%
GPN	B	-0.18%
MKC	D	-0.17%
RPRX	D	-0.17%
EQH	B	-0.17%
SWKS	F	-0.15%
ROK	B	-0.14%
OKE	A	-0.14%
UNP	C	-0.14%
PEP	F	-0.13%
ESGR	B	-0.13%
EQR	B	-0.13%
KIM	A	-0.13%
AAPL	C	-0.12%
AMGN	D	-0.12%
SLB	C	-0.12%
BDN	C	-0.11%
LEN	D	-0.11%
PSX	C	-0.11%
HUM	C	-0.11%
SRE	A	-0.11%
SLG	B	-0.1%
SBUX	A	-0.1%
TDY	B	-0.1%
CM	A	-0.1%
BHP	F	-0.09%
CHD	B	-0.09%
PG	A	-0.09%
DB	D	-0.09%
NWG	C	-0.09%
CCEP	C	-0.08%
MMC	B	-0.08%
KR	B	-0.08%
IBM	C	-0.08%
MS	A	-0.08%
CAG	D	-0.07%
MCO	B	-0.07%
IVZ	B	-0.07%
AON	A	-0.07%
MDLZ	F	-0.07%
AMZN	C	-0.06%
AMTD	D	-0.06%
AEP	D	-0.06%
EPD	A	-0.06%
DTE	C	-0.06%
ILMN	D	-0.06%
PAA	B	-0.06%
TXN	C	-0.06%
ALLY	C	-0.06%
AL	B	-0.06%
R	B	-0.06%
MUFG	B	-0.06%
UBS	C	-0.06%
LLY	F	-0.05%
KEY	B	-0.05%
IFF	D	-0.05%
NDAQ	A	-0.05%
TD	F	-0.05%
KSA	D	-0.05%
ETR	B	-0.05%
ICE	C	-0.05%
ABBV	D	-0.05%
DIS	B	-0.05%
AXP	A	-0.05%
VTRS	A	-0.05%
ZTS	D	-0.04%
DELL	C	-0.04%
CSL	C	-0.04%
CME	A	-0.04%
CCI	D	-0.04%
SHW	A	-0.04%
OPI	F	-0.04%
OHI	C	-0.04%
ES	D	-0.04%
CI	F	-0.04%
SEB	F	-0.04%
SO	D	-0.04%
BKH	A	-0.03%
BK	A	-0.03%
BIIB	F	-0.03%
AEE	A	-0.03%
DD	D	-0.03%
KRC	C	-0.03%
KMB	D	-0.03%
MSFT	F	-0.03%
TEL	B	-0.03%
SYF	B	-0.03%
ARCC	A	-0.03%
USB	A	-0.03%
UPS	C	-0.03%
INTC	D	-0.03%
DFS	B	-0.03%
PM	B	-0.03%
GM	B	-0.03%
ORCL	B	-0.03%
BMY	B	-0.03%
CFG	B	-0.02%
GE	D	-0.02%
MRK	F	-0.02%
PNC	B	-0.02%
O	D	-0.02%
NSC	B	-0.02%
TAP	C	-0.02%
VOD	F	-0.02%
HOG	D	-0.02%
HON	B	-0.02%
KMI	A	-0.02%
DUK	C	-0.02%
BXP	D	-0.02%
BNS	A	-0.02%
BMO	A	-0.02%
LYB	F	-0.01%
FANG	D	-0.01%
CTAS	B	-0.01%
HD	A	-0.01%
GSK	F	-0.01%
FIS	C	-0.01%
DT	C	-0.01%
LOW	D	-0.01%
JXN	C	-0.01%
HPE	B	-0.01%
SCHW	B	-0.01%
PCAR	B	-0.01%
TSN	B	-0.01%
BEN	C	-0.01%
AVGO	D	-0.01%
ATO	A	-0.01%
ARW	D	-0.01%
XOM	B	-0.01%
STT	A	-0.01%
MAR	B	-0.01%
T	A	-0.01%
CAT	B	-0.01%
CVS	D	-0.01%
KDP	D	-0.01%
VZ	C	-0.01%
WMB	A	-0.01%
CPB	D	-0.01%
EXC	C	-0.01%
LIN	D	-0.01%
DE	A	-0.01%
CVX	A	-0.01%
AZO	C	-0.01%
BA	F	-0.01%
EIX	B	-0.01%
UNH	C	-0.01%
TFC	A	-0.01%
NEM	D	-0.01%
JPM	A	-0.01%
AZN	D	-0.01%
NEE	D	-0.01%
ET	A	-0.01%
AER	B	-0.01%
PL	A	-0.01%
CNP	B	-0.01%
AVB	B	-0.01%
WFC	A	-0.01%
D	C	-0.01%
AMT	D	-0.01%
BAC	A	-0.01%
LUV	C	-0.01%
C	A	-0.01%
GS	A	-0.01%
HSBC	B	-0.01%