IAKvsSCHHETF Comparison
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iShares U.S. Insurance ETF (IAK) belongs to the US Financials segment. Schwab U.S. REIT ETF (SCHH) is part of the US Real Estate segment. IAK's top 3 sector exposures are Finance, Non-Corporate and Healthcare. In contrast, SCHH's top sector exposures are Finance. IAK is more expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.07% for SCHH. IAK is up 10.82% year-to-date (YTD) with -$75M in YTD flows. SCHH performs better with 12.02% YTD performance, and +$1.42B in YTD flows. Run a side-by-side ETF comparison of IAK and SCHH 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 SCHH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAK SCHH | +7.09%+3.01% | -0.60%-6.63% | +10.82%+12.02% | +18.20%+8.14% | +67.59%+47.26% | +91.94%+8.05% |
| Flows | IAK SCHH | -$7M+$37M | -$56M+$178M | -$75M+$1.42B | -$241M+$2.02B | -$144M+$3.64B | +$115M+$4.56B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAK SCHH | +16.07%+12.26% | +16.08%+14.06% | +16.79%+16.37% | +18.21%+18.82% |
| Max drawdown | IAK SCHH | -10.43%-11.63% | -10.43%-11.80% | -11.52%-17.71% | -14.68%-33.31% |
| Max drawdown duration | IAK SCHH | 90d90d | 90d92d | 254d512d | 203d1565d |
Trading data
IAK | SCHH | |
Last sale 10/27/2026 at 3:11 PM | $146.29 | $22.81 |
| Previous close 10/26/2026 | $147.57 | $22.91 |
| Consolidated volume 10/26/2026 | ||
| 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 | SCHH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 3:11 PM
Live
Closed
IAK | SCHH | |
|---|---|---|
| Last price | $146.29 | $22.81 |
| 1D performance | -0.87% | -0.46% |
| AuM | $450.01 M | $10.99 B |
| E/R | 0.37% | 0.07% |
Characteristics
IAK | SCHH | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | Dow Jones U.S. Select Insurance Index | Dow Jones Equity All REIT Capped Index |
| N° of holdings | 58 | 117 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2006 | January 13, 2011 |
| ESG | No | No |
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Exposure
Countries
IAK
USA
83.04%
Switzerland
12.77%
Other
4.19%
SCHH
USA
100%
Other
-0%
Sectors
IAK
Finance
99.09%
Other
0.91%
SCHH
Finance
100%
Other
-0%
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Diversification
IAK
Total weight of top 15 holdings out of 15
78.59%
SCHH
Total weight of top 15 holdings out of 15
61.89%
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%
SCHH
Welltower, Inc.
11.01%
Prologis, Inc.
8.79%
Simon Property Group, Inc.
4.61%
Digital Realty Trust, Inc.
4.59%
Equinix, Inc.
4.27%
American Tower Corp.
4.20%
Realty Income Corp.
4.02%
Public Storage
3.69%
Equity Residential
3.40%
Ventas, Inc.
3.13%
Iron Mountain, Inc.
2.47%
Crown Castle, Inc.
2.28%
Extra Space Storage, Inc.
2.10%
VICI Properties, Inc.
1.97%
SBA Communications Corp.
1.35%
Frequently asked questions about IAK and SCHH
How have the IAK and SCHH ETFs performed in 2026?
As of October 26, 2026, IAK is up 10.82% year-to-date (YTD), while SCHH has returned 12.02%. That puts SCHH better performer ahead so far this year.
Which ETF is attracting more investor money: IAK or SCHH?
Year-to-date, the IAK ETF saw -$75M in flows, compared to +$1.42B for SCHH.
Which ETF is more volatile: IAK or SCHH?
Over the past year, IAK had a volatility of 16.08%, while SCHH experienced 14.06%.
Which ETF is bigger: IAK or SCHH?
As of October 26, 2026, IAK holds $450.01 M in assets under management (AUM), while SCHH manages $10.99 B.
What sectors do the IAK and SCHH ETFs invest in?
IAK leans toward sectors like Finance. Meanwhile, SCHH focuses on Finance.
What are the top holdings of the IAK ETF and SCHH ETF?
IAK top holdings include The Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. SCHH holds in its top three: Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc..
Which ETF is more diversified: IAK or SCHH?
IAK holds 58 securities with 78.59% of its assets in the top 15. SCHH has 117 securities and a top 15 weight of 61.89%.
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