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IAKvsFXOETF Comparison
iShares U.S. Insurance ETF (IAK) and First Trust Financials AlphaDEX Fund ETF (FXO) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. IAK is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.6% for FXO. IAK is down -3.92% year-to-date (YTD) with -$80M in YTD flows. FXO performs worse with -6.13% YTD performance, and -$968M in YTD flows. Run a side-by-side ETF comparison of IAK and FXO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IAK vs FXO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAK FXO | -3.82%-6.86% | -3.44%-7.40% | -3.92%-6.13% | +0.07%+12.29% | +63.36%+69.37% | +89.96%+50.49% |
| Flows | IAK FXO | -$7M-$940M | -$80M-$974M | -$80M-$968M | -$334M-$1.24B | -$337M-$1.16B | +$114M+$136M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK FXO | +13.94%+15.56% | +18.83%+21.36% | +16.97%+20.64% | +18.17%+22.46% |
| Max drawdown | IAK FXO | -5.81%-8.92% | -11.52%-15.19% | -11.52%-21.21% | -14.68%-29.07% |
| Max drawdown duration | IAK FXO | 86d31d | 254d45d | 254d260d | 203d798d |
IAK | FXO | |
Last sale 3/12/2026 at 1:30 PM | $130.95 | $55.88 |
| Previous close 03/11/2026 | $130.66 | $56.63 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
IAK | FXO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IAK | FXO | |
|---|---|---|
| Last price | $130.95 | $55.88 |
| 1D performance | +0.22% | -1.32% |
| AuM | $398.68 M | $1.09 B |
| E/R | 0.38% | 0.6% |
IAK | FXO | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | First Trust |
| Benchmark | Dow Jones U.S. Select Insurance Index | StrataQuant Financials Index |
| N° of holdings | 55 | 101 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2006 | May 8, 2007 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IAK and FXO ETFs performed in 2026?
As of March 11, 2026, IAK is down -3.92% year-to-date (YTD), while FXO has lost -6.13%. That puts IAK better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or FXO?
Year-to-date, the IAK ETF saw -$80M in flows, compared to -$968M for FXO.
Which ETF is more volatile: IAK or FXO?
Over the past year, IAK had a volatility of 18.83%, while FXO experienced 21.36%.
Which ETF is bigger: IAK or FXO?
As of March 11, 2026, IAK holds $398.68 M in assets under management (AUM), while FXO manages $1.09 B.
What sectors do the IAK and FXO ETFs invest in?
IAK leans toward sectors like Financials. Meanwhile, FXO focuses on Financials.
What are the top holdings of the IAK ETF and FXO ETF?
IAK top holdings include PROGRESSIVE, CHUBB LTD and TRAVELERS COS INC/THE. FXO holds in its top three: SEI INVESTMENTS, NU HOLDINGS and INVESCO.
Which ETF is more diversified: IAK or FXO?
IAK holds 59 securities with 78.45% of its assets in the top 15. FXO has 103 securities and a top 15 weight of 25.11%.
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