IAKvsIYRIETF Comparison
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iShares U.S. Insurance ETF (IAK) belongs to the US Financials segment. NEOS Real Estate High Income ETF (IYRI) is part of the Options Strategies segment. IAK's top 3 sector exposures are Finance, Healthcare and Non-Corporate. In contrast, IYRI's top sector exposures are Finance, Technology IAK is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.68% for IYRI. IAK is up 11.49% year-to-date (YTD) with -$19M in YTD flows. IYRI performs worse with 10.09% YTD performance, and +$121M in YTD flows. Run a side-by-side ETF comparison of IAK and IYRI 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 IYRI 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 IYRI | +5.13%+2.05% | +13.15%+5.15% | +11.49%+10.09% | +20.21%+11.52% | +72.79%n/a | +112.48%n/a |
| Flows | IAK IYRI | +$72M+$15M | +$93M+$42M | -$19M+$121M | -$297M+$226M | -$97M- | +$158M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK IYRI | +19.47%+11.95% | +15.87%+10.89% | +16.62%n/a | +18.15%n/a |
| Max drawdown | IAK IYRI | -5.00%-2.80% | -7.62%-7.54% | -11.52%n/a | -14.68%n/a |
| Max drawdown duration | IAK IYRI | 22d13d | 182d46d | 254dn/a | 203dn/a |
Trading data
IAK | IYRI | |
Last sale 7/28/2026 at 7:22 PM | $151.68 | $50.52 |
| Previous close 07/27/2026 | $149.07 | $50.29 |
| 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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IYRI
is actively managed and doesn’t replicate an indexIAK | IYRI | |
|---|---|---|
| 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 | IYRI | |
|---|---|---|
| Last price | $151.68 | $50.52 |
| 1D performance | +1.75% | +0.46% |
| AuM | $513.89 M | $305.75 M |
| E/R | 0.38% | 0.68% |
Characteristics
IAK | IYRI | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | NEOS Investment Management |
| Benchmark | Dow Jones U.S. Select Insurance Index | - |
| N° of holdings | 58 | 60 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2006 | January 14, 2025 |
| ESG | No | No |
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Exposure
Countries
IAK
USA
81.96%
Switzerland
13.13%
Other
4.9%
IYRI
USA
100.82%
Other
-0.82%
Sectors
IAK
Finance
98.93%
Other
1.07%
IYRI
Finance
99.37%
Other
0.63%
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Diversification
IAK
Total weight of top 15 holdings out of 15
78.66%
IYRI
Total weight of top 15 holdings out of 15
63.92%
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%
IYRI
Welltower, Inc.
10.56%
Prologis, Inc.
9.00%
Simon Property Group, Inc.
5.16%
Equinix, Inc.
4.82%
Digital Realty Trust, Inc.
4.58%
American Tower Corp.
4.13%
Realty Income Corp.
4.11%
Public Storage
3.76%
Ventas, Inc.
2.97%
CBRE Group, Inc.
2.94%
Iron Mountain, Inc.
2.87%
Crown Castle, Inc.
2.59%
Extra Space Storage, Inc.
2.32%
VICI Properties, Inc.
2.14%
AvalonBay Communities, Inc.
1.97%
Frequently asked questions about IAK and IYRI
How have the IAK and IYRI ETFs performed in 2026?
As of July 27, 2026, IAK is up 11.49% year-to-date (YTD), while IYRI has returned 10.09%. That puts IAK better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or IYRI?
Year-to-date, the IAK ETF saw -$19M in flows, compared to +$121M for IYRI.
Which ETF is more volatile: IAK or IYRI?
Over the past year, IAK had a volatility of 15.87%, while IYRI experienced 10.89%.
Which ETF is bigger: IAK or IYRI?
As of July 27, 2026, IAK holds $513.89 M in assets under management (AUM), while IYRI manages $305.75 M.
What sectors do the IAK and IYRI ETFs invest in?
IAK leans toward sectors like Finance. Meanwhile, IYRI focuses on Finance.
What are the top holdings of the IAK ETF and IYRI ETF?
IAK top holdings include Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. IYRI holds in its top three: Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc..
Which ETF is more diversified: IAK or IYRI?
IAK holds 58 securities with 78.66% of its assets in the top 15. IYRI has 61 securities and a top 15 weight of 63.92%.
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