IAK vs. WLDR ETF Comparison
Comparison of iShares U.S. Insurance ETF (IAK) to Affinity World Leaders Equity ETF (WLDR)
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
$112.97
Average Daily Volume
85,718
55
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$30.23
Average Daily Volume
4,709
70
Performance
| Period | IAK | WLDR |
|---|---|---|
| 30 Days | -0.91% | -1.69% |
| 60 Days | 2.63% | 3.98% |
| 90 Days | 7.09% | 9.98% |
| 12 Months | 32.54% | 24.59% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in WLDR | Overlap | |
|---|---|---|---|---|---|
| ALL | A | 4.95% | 0.55% | 0.55% |
IAK Overweight 54 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | 15.58% | |
| CB | C | 12.57% | |
| AIG | B | 6.46% | |
| TRV | D | 6.06% | |
| MET | B | 5.29% | |
| AFL | B | 4.55% | |
| PRU | B | 4.52% | |
| ACGL | A | 4.5% | |
| HIG | A | 3.87% | |
| MKL | C | 2.5% | |
| CINF | A | 2.47% | |
| PFG | B | 2.32% | |
| WRB | D | 2.18% | |
| L | B | 1.81% | |
| FNF | B | 1.56% | |
| KNSL | C | 1.31% | |
| ERIE | C | 1.26% | |
| AIZ | C | 1.18% | |
| UNM | B | 1.14% | |
| AFG | B | 1.1% | |
| ORI | A | 1.03% | |
| PRI | D | 1.0% | |
| SIGI | B | 0.83% | |
| GL | D | 0.76% | |
| FAF | B | 0.76% | |
| RLI | B | 0.75% | |
| AXS | C | 0.65% | |
| WTM | D | 0.61% | |
| THG | B | 0.61% | |
| AGO | C | 0.57% | |
| AEL | A | 0.47% | |
| LNC | A | 0.47% | |
| KMPR | B | 0.47% | |
| BHF | B | 0.43% | |
| CNO | B | 0.38% | |
| OSCR | A | 0.31% | |
| PLMR | A | 0.26% | |
| GNW | C | 0.22% | |
| STC | B | 0.2% | |
| MCY | A | 0.2% | |
| HMN | B | 0.18% | |
| CNA | C | 0.17% | |
| LMND | B | 0.15% | |
| AMSF | B | 0.15% | |
| NWLI | A | 0.15% | |
| SKWD | A | 0.15% | |
| TRUP | F | 0.12% | |
| SAFT | B | 0.11% | |
| EIG | B | 0.1% | |
| PRA | B | 0.09% | |
| AMBC | C | 0.09% | |
| UFCS | B | 0.08% | |
| JRVR | D | 0.05% | |
| MBI | C | 0.05% |
IAK Underweight 69 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMAT | D | -3.39% | |
| NTAP | B | -3.06% | |
| HPQ | D | -3.06% | |
| DELL | A | -3.03% | |
| META | B | -3.01% | |
| AZO | D | -2.54% | |
| WSM | A | -2.38% | |
| IBM | D | -2.1% | |
| DOCU | B | -1.88% | |
| APP | B | -1.86% | |
| EBAY | A | -1.86% | |
| SSNC | C | -1.84% | |
| CTSH | D | -1.83% | |
| JPM | B | -1.76% | |
| CMCSA | D | -1.46% | |
| VZ | D | -1.46% | |
| MRK | A | -1.46% | |
| OMC | A | -1.28% | |
| BRK.A | C | -1.18% | |
| CAT | A | -1.13% | |
| EMN | B | -1.08% | |
| MCK | A | -1.04% | |
| ELV | A | -0.99% | |
| PCAR | D | -0.97% | |
| CAH | D | -0.96% | |
| BK | A | -0.96% | |
| CI | A | -0.93% | |
| TROW | D | -0.93% | |
| CARR | C | -0.92% | |
| VTRS | C | -0.92% | |
| SYF | B | -0.92% | |
| HCA | C | -0.85% | |
| CNC | C | -0.84% | |
| KR | B | -0.84% | |
| CNM | A | -0.84% | |
| ACI | F | -0.81% | |
| FANG | A | -0.76% | |
| MPC | B | -0.76% | |
| PSX | B | -0.75% | |
| STLA | C | -0.74% | |
| VLO | B | -0.73% | |
| HMC | D | -0.7% | |
| TEVA | D | -0.68% | |
| RCL | A | -0.66% | |
| MGM | D | -0.61% | |
| MO | A | -0.58% | |
| UAL | A | -0.58% | |
| DAL | A | -0.56% | |
| ETR | A | -0.52% | |
| AER | A | -0.51% | |
| RNR | C | -0.51% | |
| EVRG | A | -0.49% | |
| RGA | A | -0.49% | |
| VST | A | -0.48% | |
| URI | C | -0.48% | |
| TSN | A | -0.48% | |
| CCEP | C | -0.46% | |
| HOOD | A | -0.45% | |
| F | B | -0.45% | |
| TAP | B | -0.45% | |
| LEN | C | -0.43% | |
| PHM | B | -0.41% | |
| SPG | C | -0.4% | |
| TOL | B | -0.39% | |
| HST | D | -0.38% | |
| VICI | D | -0.37% | |
| DOC | A | -0.36% | |
| STLD | B | -0.3% | |
| RS | D | -0.27% |
IAK: Top Represented Industries & Keywords
WLDR: Top Represented Industries & Keywords
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