IAK vs. WBIG ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to WBI Large Cap Tactical Yield Shares (WBIG)
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

$76.44

Average Daily Volume

9,446

Number of Holdings *

63

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

WBI Large Cap Tactical Yield Shares

WBIG Description The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the dividend-paying equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.

Grade (RS Rating)

Last Trade

$25.96

Average Daily Volume

40,504

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
IAK WBIG
30 Days 0.26% 2.03%
60 Days 9.30% 4.77%
90 Days 9.86% 8.52%
12 Months 44.11% 17.44%
3 Overlapping Holdings
Grade Symbol Weight in IAK Weight in WBIG Overlap
A FAF 1.01% 3.97% 1.01%
A MET 6.9% 4.1% 4.1%
A PRU 5.52% 2.28% 2.28%
IAK Overweight 60 Positions Relative to WBIG
Grade Symbol Weight
D CB 10.77%
B PGR 8.32%
B AIG 5.96%
C TRV 5.67%
A ALL 4.59%
A AFL 4.52%
A AJG 3.93%
C HIG 3.65%
A ACGL 2.48%
A MKL 2.47%
B CINF 2.4%
A PFG 2.39%
A L 1.85%
B LNC 1.74%
A BRO 1.7%
A WRB 1.69%
A GL 1.43%
A Y 1.42%
A AIZ 1.29%
A AFG 1.26%
A VOYA 1.26%
A ORI 1.01%
B ATH 0.95%
A PRI 0.91%
F ERIE 0.85%
B UNM 0.85%
B KMPR 0.76%
A THG 0.75%
B RLI 0.7%
B SIGI 0.7%
B AXS 0.64%
B BHF 0.62%
F KNSL 0.56%
D WTM 0.55%
B CNO 0.52%
B AGO 0.44%
C AEL 0.41%
F TRUP 0.39%
D EHTH 0.3%
B ARGO 0.3%
B GNW 0.28%
B MCY 0.27%
F LMND 0.26%
F PLMR 0.26%
C JRVR 0.22%
C HMN 0.22%
B CNA 0.2%
B AMSF 0.2%
C PRA 0.19%
B ANAT 0.16%
B SAFT 0.15%
C EIG 0.15%
B AMBC 0.13%
B WTRE 0.11%
C UFCS 0.11%
C NWLI 0.09%
D FFG 0.09%
B MBI 0.08%
F UVE 0.06%
B STFC 0.06%
IAK Underweight 27 Positions Relative to WBIG
Grade Symbol Weight
A FNF -5.07%
A RJF -5.05%
C OGE -4.9%
A MMM -4.81%
A KHC -4.8%
B ABBV -4.58%
C KMB -4.49%
A BR -4.37%
A CCEP -4.32%
A STT -4.16%
A TGT -4.07%
A MSFT -3.99%
A UPS -3.86%
B CAH -3.24%
B IRM -3.08%
C VIRT -3.07%
D GILD -2.81%
A PH -2.58%
B CMI -2.39%
D SHOP -2.31%
A NWL -2.19%
B BBY -2.09%
C XOM -1.93%
B SCI -1.49%
A HPQ -1.41%
A TROW -1.0%
A TSN -0.84%
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