IAK vs. XVOL ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Acruence Active Hedge U.S. Equity ETF (XVOL)
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 *

52

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

Acruence Active Hedge U.S. Equity ETF

XVOL Description Valor Latitude Acquisition Corp. intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2021 and is based in Grand Cayman, the Cayman Islands.

Grade (RS Rating)

Last Trade

$23.87

Average Daily Volume

2,322

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period IAK XVOL
30 Days 4.13% 9.73%
60 Days 4.68% 10.22%
90 Days 9.37% 11.71%
12 Months 40.05% 36.35%
6 Overlapping Holdings
Symbol Grade Weight in IAK Weight in XVOL Overlap
AXS A 0.78% 2.93% 0.78%
FNF B 1.82% 1.49% 1.49%
ORI A 1.05% 1.38% 1.05%
PGR A 16.35% 1.48% 1.48%
THG A 0.7% 2.37% 0.7%
TRV B 6.34% 1.43% 1.43%
IAK Overweight 46 Positions Relative to XVOL
Symbol Grade Weight
CB C 11.69%
AFL B 6.0%
MET A 4.7%
PRU A 4.66%
ALL A 4.52%
AIG B 4.47%
HIG B 4.02%
ACGL D 3.88%
CINF A 2.76%
MKL A 2.61%
PFG D 2.17%
WRB A 2.12%
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%
RLI B 0.87%
FAF A 0.79%
SIGI C 0.72%
LNC B 0.6%
WTM A 0.58%
AGO B 0.54%
KMPR B 0.51%
CNO A 0.49%
BHF B 0.37%
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 43 Positions Relative to XVOL
Symbol Grade Weight
APP B -4.25%
GFF A -3.83%
VZ C -3.7%
TFC A -2.99%
PLTR B -2.72%
VST B -2.7%
WAFD B -2.58%
CCOI B -2.55%
TMP B -2.46%
NNN D -2.36%
AVGO D -2.26%
BBY D -2.18%
FICO B -2.06%
KKR A -2.04%
NTRA B -1.99%
NRG B -1.97%
MSI B -1.9%
WELL A -1.77%
CTAS B -1.76%
SWX B -1.76%
BX A -1.76%
T A -1.74%
SPG B -1.71%
HFWA B -1.71%
MMM D -1.71%
USFD A -1.66%
VTR C -1.65%
BMY B -1.64%
WMT A -1.62%
ORCL B -1.6%
O D -1.54%
PKG A -1.53%
MPLX A -1.52%
TW A -1.51%
WSM B -1.45%
EFX F -1.45%
GTY B -1.39%
BSX B -1.36%
ICE C -1.34%
PEG A -1.33%
SPGI C -1.25%
RKT F -1.19%
PLOW D -1.17%
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