IAKvsKBWPETF Comparison
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iShares U.S. Insurance ETF (IAK) and Invesco KBW Property & Casualty Insurance ETF (KBWP) 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 KBWP. IAK is down -1.22% year-to-date (YTD) with -$112M in YTD flows. KBWP performs worse with -5.05% YTD performance, and -$27M in YTD flows. Run a side-by-side ETF comparison of IAK and KBWP 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 KBWP performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAK KBWP | +3.81%+0.76% | +1.00%-2.37% | -1.22%-5.05% | +2.68%+1.76% | +58.72%+49.57% | +84.67%+69.39% |
| Flows | IAK KBWP | -$13M-$13M | -$59M-$26M | -$112M-$27M | -$368M-$202M | -$277M-$207M | +$81M-$2M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK KBWP | +15.06%+17.81% | +15.19%+16.53% | +16.38%+17.25% | +18.17%+18.47% |
| Max drawdown | IAK KBWP | -7.37%-8.06% | -8.22%-8.60% | -11.52%-12.30% | -14.68%-16.98% |
| Max drawdown duration | IAK KBWP | 59d59d | 206d121d | 254d123d | 203d235d |
Trading data
IAK | KBWP | |
Last sale 5/1/2026 at 3:53 PM | $132.98 | $120.47 |
| Previous close 04/29/2026 | $132.32 | $119.81 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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IAK | KBWP | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 3:53 PM
Live
Closed
IAK | KBWP | |
|---|---|---|
| Last price | $132.98 | $120.47 |
| 1D performance | +0.50% | +0.55% |
| AuM | $370.62 M | $249.16 M |
| E/R | 0.38% | 0.35% |
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Exposure
Countries
IAK
USA
80.02%
Switzerland
13.67%
Other
6.32%
KBWP
USA
65.67%
Bermuda
14.15%
Ireland
12.08%
Switzerland
8.1%
Other
-0%
Sectors
IAK
Financials
99.2%
Other
0.8%
KBWP
Financials
100%
Other
-0%
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Diversification
IAK
Total weight of top 15 holdings out of 15
79.12%
KBWP
Total weight of top 15 holdings out of 15
79.9%
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%
KBWP
CHUBB LTD
8.10%
AON
8.09%
PROGRESSIVE
8.05%
TRAVELERS COS INC/THE
7.99%
MARSH AND MCLENNAN
7.83%
ALLSTATE
4.09%
HARTFORD FINANCIAL SERVICES GRUP
4.06%
CINCINNATI FINANCIAL
4.05%
ARCH CAPITAL GROUP
4.03%
WILLIS TOWERS WATSON
4.00%
EVEREST REINSURANCE GROUP
3.95%
ARTHUR J GALLAGHER
3.92%
AMERICAN INTERNATIONAL GROUP
3.92%
RENAISSANCERE
3.91%
WR BERKLEY
3.90%
Frequently asked questions about IAK and KBWP
How have the IAK and KBWP ETFs performed in 2026?
As of April 30, 2026, IAK is down -1.22% year-to-date (YTD), while KBWP has lost -5.05%. That puts IAK better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or KBWP?
Year-to-date, the IAK ETF saw -$112M in flows, compared to -$27M for KBWP.
Which ETF is more volatile: IAK or KBWP?
Over the past year, IAK had a volatility of 15.19%, while KBWP experienced 16.53%.
Which ETF is bigger: IAK or KBWP?
As of April 30, 2026, IAK holds $370.62 M in assets under management (AUM), while KBWP manages $249.16 M.
What sectors do the IAK and KBWP ETFs invest in?
IAK leans toward sectors like Financials. Meanwhile, KBWP focuses on Financials.
What are the top holdings of the IAK ETF and KBWP ETF?
IAK top holdings include CHUBB LTD, PROGRESSIVE and TRAVELERS COS INC/THE. KBWP holds in its top three: CHUBB LTD, AON and PROGRESSIVE.
Which ETF is more diversified: IAK or KBWP?
IAK holds 58 securities with 79.12% of its assets in the top 15. KBWP has 24 securities and a top 15 weight of 79.9%.
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Latest news about IAK & KBWP
Insurance Investments Unveiled: Trends, ETFs, and the Changing Risk Landscape
October 31, 2023
IAK
KBWP
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