IAKvsKBWBETF Comparison
VS
iShares U.S. Insurance ETF (IAK) and Invesco KBW Bank ETF (KBWB) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. IAK is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.35% for KBWB. IAK is down -1.59% year-to-date (YTD) with -$112M in YTD flows. KBWB performs better with 2.49% YTD performance, and -$593M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IAK vs KBWB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAK KBWB | +2.94%+9.19% | +1.87%+1.45% | -1.59%+2.49% | +3.34%+45.74% | +60.68%+121.20% | +85.96%+53.43% |
| Flows | IAK KBWB | -$20M+$125M | -$72M-$677M | -$112M-$593M | -$361M+$363M | -$281M+$2.24B | +$81M+$2.07B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK KBWB | +14.75%+25.09% | +15.20%+20.51% | +16.39%+24.46% | +18.16%+26.54% |
| Max drawdown | IAK KBWB | -7.37%-16.41% | -8.22%-16.41% | -11.52%-25.42% | -14.68%-49.65% |
| Max drawdown duration | IAK KBWB | 53d74d | 206d74d | 254d141d | 203d1043d |
Trading data
IAK | KBWB | |
Last sale 4/27/2026 at 1:30 PM | $132.01 | $86.97 |
| Previous close 04/24/2026 | $131.84 | $85.78 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
IAK | KBWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
IAK | KBWB | |
|---|---|---|
| Last price | $132.01 | $86.97 |
| 1D performance | +0.13% | +1.39% |
| AuM | $369.23 M | $5.40 B |
| E/R | 0.38% | 0.35% |
Advertisement
Exposure
Countries
IAK
USA
80.02%
Switzerland
13.67%
Other
6.32%
KBWB
USA
100%
Other
-0%
Sectors
IAK
Financials
99.2%
Other
0.8%
KBWB
Financials
98.29%
Other
1.71%
Advertisement
Diversification
IAK
Total weight of top 15 holdings out of 15
79.12%
KBWB
Total weight of top 15 holdings out of 15
80.08%
Top 15 holdings
Data as of March 31, 2026
IAK
CHUBB LTD
13.67%
PROGRESSIVE
13.40%
TRAVELERS COS INC/THE
7.27%
ALLSTATE
6.22%
METLIFE
4.55%
AFLAC
4.52%
HARTFORD FINANCIAL SERVICES GRUP
4.51%
AMERICAN INTERNATIONAL GROUP
4.34%
ARCH CAPITAL GROUP
4.10%
PRUDENTIAL FINL
4.07%
CINCINNATI FINANCIAL
2.94%
MARKET CORPORATION
2.89%
WR BERKLEY
2.36%
LOEWS
2.16%
PRINCIPAL FINL
2.13%
KBWB
MORGAN STANLEY
8.13%
WELLS FARGO
8.10%
BK OF AMERICA CO
8.06%
JPMORGAN CHASE
8.05%
THE GOLDMAN SACHS GROUP
7.99%
CITIGROUP
4.17%
BANK OF NEW YORK MELLON
4.12%
PNC FINL SVC
4.07%
STATE STREET
4.07%
US
3.98%
M&T BANK
3.96%
TRUIST FINANCIAL CORP
3.86%
FIFTH THIRD BANCORP
3.85%
CAPITAL ONE FINANCIAL
3.85%
HUNTINGTON BANCSHARES
3.84%
Frequently asked questions about IAK and KBWB
How have the IAK and KBWB ETFs performed in 2026?
As of April 24, 2026, IAK is down -1.59% year-to-date (YTD), while KBWB has returned 2.49%. That puts KBWB better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or KBWB?
Year-to-date, the IAK ETF saw -$112M in flows, compared to -$593M for KBWB.
Which ETF is more volatile: IAK or KBWB?
Over the past year, IAK had a volatility of 15.2%, while KBWB experienced 20.51%.
Which ETF is bigger: IAK or KBWB?
As of April 24, 2026, IAK holds $369.23 M in assets under management (AUM), while KBWB manages $5.40 B.
What sectors do the IAK and KBWB ETFs invest in?
IAK leans toward sectors like Financials. Meanwhile, KBWB focuses on Financials.
What are the top holdings of the IAK ETF and KBWB ETF?
IAK top holdings include CHUBB LTD, PROGRESSIVE and TRAVELERS COS INC/THE. KBWB holds in its top three: MORGAN STANLEY, WELLS FARGO and BK OF AMERICA CO.
Which ETF is more diversified: IAK or KBWB?
IAK holds 58 securities with 79.12% of its assets in the top 15. KBWB has 24 securities and a top 15 weight of 80.08%.
Advertisement
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
Advertisement
Regional Bank Stocks Rebound
July 24, 2023
IAK
Rebound in Banking Stocks After Severe Losses Last Week
May 22, 2023
IAK
Advertisement
