IAKvsDFARETF Comparison
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iShares U.S. Insurance ETF (IAK) belongs to the US Financials segment. Dimensional US Real Estate ETF (DFAR) is part of the US Real Estate segment. IAK's top 3 sector exposures are Finance, Healthcare and Non-Corporate. In contrast, DFAR's top sector exposures are Finance, IAK is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.19% for DFAR. IAK is up 11.49% year-to-date (YTD) with -$19M in YTD flows. DFAR performs better with 20.43% YTD performance, and +$98M in YTD flows. Run a side-by-side ETF comparison of IAK and DFAR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IAK vs DFAR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAK DFAR | +5.13%+4.19% | +13.15%+8.34% | +11.49%+20.43% | +20.21%+17.64% | +72.79%+33.82% | +112.48%n/a |
| Flows | IAK DFAR | +$72M+$12M | +$93M+$23M | -$19M+$98M | -$297M+$199M | -$97M+$780M | +$158M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK DFAR | +19.47%+15.58% | +15.87%+14.00% | +16.62%+16.70% | +18.15%n/a |
| Max drawdown | IAK DFAR | -5.00%-3.22% | -7.62%-8.39% | -11.52%-17.73% | -14.68%n/a |
| Max drawdown duration | IAK DFAR | 22d13d | 182d44d | 254d514d | 203dn/a |
Trading data
IAK | DFAR | |
Last sale 7/28/2026 at 7:22 PM | $151.68 | $27.44 |
| Previous close 07/27/2026 | $149.07 | $27.26 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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DFAR
is actively managed and doesn’t replicate an indexIAK | DFAR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/28/2026 at 7:22 PM
Live
Closed
IAK | DFAR | |
|---|---|---|
| Last price | $151.68 | $27.44 |
| 1D performance | +1.75% | +0.66% |
| AuM | $513.89 M | $1.82 B |
| E/R | 0.38% | 0.19% |
Characteristics
IAK | DFAR | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Dimensional |
| Benchmark | Dow Jones U.S. Select Insurance Index | - |
| N° of holdings | 58 | 126 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2006 | February 23, 2022 |
| ESG | No | No |
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Exposure
Countries
IAK
USA
81.96%
Switzerland
13.13%
Other
4.9%
DFAR
USA
99.8%
Other
0.2%
Sectors
IAK
Finance
98.93%
Other
1.07%
DFAR
Finance
99.8%
Other
0.2%
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Diversification
IAK
Total weight of top 15 holdings out of 15
78.66%
DFAR
Total weight of top 15 holdings out of 15
58.1%
Top 15 holdings
Data as of June 30, 2026
IAK
Progressive Corp.
13.64%
Chubb Ltd.
13.13%
The Travelers Cos., Inc.
7.51%
The Allstate Corp.
6.55%
Aflac, Inc.
4.54%
American International Group, Inc.
4.28%
MetLife, Inc.
4.24%
Prudential Financial, Inc.
4.17%
The Hartford Insurance Group, Inc.
4.06%
Arch Capital Group Ltd.
3.77%
Cincinnati Financial Corp.
3.20%
Markel Group, Inc.
2.73%
Principal Financial Group, Inc.
2.37%
W.R. Berkley Corp.
2.32%
Loews Corp.
2.14%
DFAR
Welltower, Inc.
7.84%
Prologis, Inc.
6.37%
Equinix, Inc.
5.31%
Simon Property Group, Inc.
4.73%
Digital Realty Trust, Inc.
4.56%
Realty Income Corp.
4.42%
American Tower Corp.
3.91%
Public Storage
3.85%
Ventas, Inc.
3.26%
Iron Mountain, Inc.
2.92%
Crown Castle, Inc.
2.57%
Extra Space Storage, Inc.
2.34%
VICI Properties, Inc.
2.22%
AvalonBay Communities, Inc.
2.02%
Equity Residential
1.78%
Frequently asked questions about IAK and DFAR
How have the IAK and DFAR ETFs performed in 2026?
As of July 27, 2026, IAK is up 11.49% year-to-date (YTD), while DFAR has returned 20.43%. That puts DFAR better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or DFAR?
Year-to-date, the IAK ETF saw -$19M in flows, compared to +$98M for DFAR.
Which ETF is more volatile: IAK or DFAR?
Over the past year, IAK had a volatility of 15.87%, while DFAR experienced 14%.
Which ETF is bigger: IAK or DFAR?
As of July 27, 2026, IAK holds $513.89 M in assets under management (AUM), while DFAR manages $1.82 B.
What sectors do the IAK and DFAR ETFs invest in?
IAK leans toward sectors like Finance. Meanwhile, DFAR focuses on Finance.
What are the top holdings of the IAK ETF and DFAR ETF?
IAK top holdings include Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. DFAR holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..
Which ETF is more diversified: IAK or DFAR?
IAK holds 58 securities with 78.66% of its assets in the top 15. DFAR has 126 securities and a top 15 weight of 58.1%.
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Latest news about IAK & DFAR
Exploring Sector Rotation: Value vs. Growth
August 5, 2024
DFAR
Real Estate Sector Declines on Fed Minutes
May 27, 2024
DFAR
Real Estate Sector Suffers Third Weekly Loss Amid Rising Treasury Yields
April 22, 2024
DFAR
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
DFAR
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Mortgage Funds Take a Nosedive
October 10, 2023
IAK
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