IAKvsKBWBETF Comparison
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iShares U.S. Insurance ETF (IAK) and Invesco KBW Bank ETF (KBWB) belong to the same industry segment: US Financials. IAK's top 3 sector exposures are Finance, Non-Corporate and Healthcare. In contrast, KBWB's top sector exposures are Finance. IAK is more expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.35% for KBWB. IAK is up 10.35% year-to-date (YTD) with -$75M in YTD flows. KBWB performs worse with 5.61% YTD performance, and +$456M in YTD flows. Run a side-by-side ETF comparison of IAK and KBWB 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 KBWB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAK KBWB | +6.27%-1.72% | +1.69%-8.52% | +10.35%+5.61% | +17.35%+18.67% | +70.19%+154.39% | +90.20%+36.88% |
| Flows | IAK KBWB | -$14M+$341M | -$56M+$367M | -$75M+$456M | -$247M+$229M | -$139M+$3.22B | +$115M+$2.45B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK KBWB | +16.52%+16.94% | +16.05%+20.00% | +16.79%+23.34% | +18.21%+26.11% |
| Max drawdown | IAK KBWB | -10.43%-13.82% | -10.43%-16.41% | -11.52%-25.42% | -14.68%-49.65% |
| Max drawdown duration | IAK KBWB | 87d68d | 87d114d | 254d141d | 203d1043d |
Trading data
IAK | KBWB | |
Last sale 10/23/2026 at 1:30 PM | $146.88 | $87.56 |
| Previous close 10/23/2026 | $150.19 | $88.22 |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IAK | KBWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
IAK | KBWB | |
|---|---|---|
| Last price | $146.88 | $87.56 |
| 1D performance | -2.20% | -0.75% |
| AuM | $448.11 M | $6.51 B |
| E/R | 0.37% | 0.35% |
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Exposure
Countries
IAK
USA
83.04%
Switzerland
12.77%
Other
4.19%
KBWB
USA
99.98%
Other
0.02%
Sectors
IAK
Finance
99.09%
Other
0.91%
KBWB
Finance
99.98%
Other
0.02%
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Diversification
IAK
Total weight of top 15 holdings out of 15
78.59%
KBWB
Total weight of top 15 holdings out of 15
80.42%
Top 15 holdings
Data as of August 31, 2026
IAK
The Progressive Corp.
13.32%
Chubb Ltd.
12.77%
The Travelers Cos., Inc.
8.13%
The Allstate Corp.
6.94%
MetLife, Inc.
4.65%
Prudential Financial, Inc.
4.45%
Aflac, Inc.
4.38%
American International Group, Inc.
4.29%
The Hartford Insurance Group, Inc.
4.10%
Arch Capital Group Ltd.
3.72%
Cincinnati Financial Corp.
2.86%
Markel Group, Inc.
2.46%
Principal Financial Group, Inc.
2.36%
W.R. Berkley Corp.
2.17%
Loews Corp.
1.99%
KBWB
Bank of America Corp.
8.61%
JPMorgan Chase & Co.
8.60%
Wells Fargo & Co.
7.96%
Morgan Stanley
7.50%
The Goldman Sachs Group, Inc.
7.37%
State Street Corp.
4.51%
The Bank of New York Mellon Corp.
4.23%
Capital One Financial Corp.
4.19%
U.S. Bancorp
4.13%
The PNC Financial Services Group, Inc.
4.00%
Fifth Third Bancorp
3.99%
M&T Bank Corp.
3.88%
Citigroup, Inc.
3.83%
Northern Trust Corp.
3.82%
Truist Financial Corp.
3.79%
Frequently asked questions about IAK and KBWB
How have the IAK and KBWB ETFs performed in 2026?
As of October 23, 2026, IAK is up 10.35% year-to-date (YTD), while KBWB has returned 5.61%. That puts IAK better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or KBWB?
Year-to-date, the IAK ETF saw -$75M in flows, compared to +$456M for KBWB.
Which ETF is more volatile: IAK or KBWB?
Over the past year, IAK had a volatility of 16.05%, while KBWB experienced 20%.
Which ETF is bigger: IAK or KBWB?
As of October 23, 2026, IAK holds $448.11 M in assets under management (AUM), while KBWB manages $6.51 B.
What sectors do the IAK and KBWB ETFs invest in?
IAK leans toward sectors like Finance. Meanwhile, KBWB focuses on Finance.
What are the top holdings of the IAK ETF and KBWB ETF?
IAK top holdings include The Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. KBWB holds in its top three: Bank of America Corp., JPMorgan Chase & Co. and Wells Fargo & Co..
Which ETF is more diversified: IAK or KBWB?
IAK holds 58 securities with 78.59% of its assets in the top 15. KBWB has 24 securities and a top 15 weight of 80.42%.
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Latest news about IAK & KBWB
Financials Gain Momentum
March 25, 2024
KBWB
Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 2024
KBWB
Regional Bank Stocks Rally as Fed Signals Rate Cuts for 2024 Amid Slowing Inflation
December 19, 2023
KBWB
Financials and Real Estate ETFs Witness Strong Rebound
November 7, 2023
KBWB
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Regional Bank Stocks Rebound
July 24, 2023
KBWB
Rebound in Banking Stocks After Severe Losses Last Week
May 22, 2023
KBWB
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