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IAKvsUSRTETF Comparison

ETF 1

IAK

iShares U.S. Insurance ETF

This fund is part of

US Financials

+0.23%

Full IAK fund page

VS

ETF 2

USRT

iShares Core U.S. REIT ETF

This fund is part of

US Real Estate

+0.51%

Full USRT fund page

iShares U.S. Insurance ETF (IAK) belongs to the US Financials segment. iShares Core U.S. REIT ETF (USRT) is part of the US Real Estate segment. IAK's top 3 sector exposures are Finance, Non-Corporate and Healthcare. In contrast, USRT's top sector exposures are Finance and Non-Corporate. IAK is more expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.08% for USRT. IAK is up 10.82% year-to-date (YTD) with -$75M in YTD flows. USRT performs better with 13.17% YTD performance, and +$632M in YTD flows. Run a side-by-side ETF comparison of IAK and USRT 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 USRT performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 10/26/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IAK USRT	+7.09%+1.91%	-0.60%-8.05%	+10.82%+13.17%	+18.20%+9.40%	+67.59%+53.89%	+91.94%+16.58%
Flows	IAK USRT	-$7M-$132M	-$56M-$34M	-$75M+$632M	-$241M+$849M	-$144M+$1.61B	+$115M+$1.61B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IAK USRT	+16.07%+11.88%	+16.08%+13.88%	+16.79%+16.58%	+18.21%+18.92%
Max drawdown	IAK USRT	-10.43%-12.03%	-10.43%-12.35%	-11.52%-18.73%	-14.68%-30.96%
Max drawdown duration	IAK USRT	90d90d	90d92d	254d434d	203d985d

Trading data

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	IAK	USRT
Last sale 10/27/2026 at 3:01 PM	$146.27	$63.17
Previous close 10/26/2026	$147.57	$63.39
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	USRT
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/27/2026 at 3:01 PM

Live

Closed

	IAK	USRT
Last price	$146.27	$63.17
1D performance	-0.88%	-0.35%
AuM	$450.01 M	$4.27 B
E/R	0.37%	0.08%

Characteristics

	IAK	USRT
Management strategy	Passive	Passive
Provider	iShares	iShares
Benchmark	Dow Jones U.S. Select Insurance Index	FTSE Nareit Equity REITs 40 Act Capped Index
N° of holdings	58	124
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2006	May 1, 2007
ESG	No	No

More IAK data on Trackinsight

More USRT data on Trackinsight

Exposure

Countries

IAK

USA

83.04%

Switzerland

12.77%

Other

4.19%

USRT

USA

99.91%

Other

0.09%

Sectors

IAK

Finance

99.09%

Other

0.91%

USRT

Finance

99.72%

Other

0.28%

Diversification

IAK

Total weight of top 15 holdings out of 15

78.59%

USRT

Total weight of top 15 holdings out of 15

59.61%

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%

USRT

Welltower, Inc.

9.04%

Prologis, Inc.

7.52%

Equinix, Inc.

6.25%

Simon Property Group, Inc.

4.36%

Digital Realty Trust, Inc.

4.29%

Equity Residential

4.20%

Realty Income Corp.

4.17%

Public Storage

3.95%

Ventas, Inc.

3.74%

Iron Mountain, Inc.

2.89%

Extra Space Storage, Inc.

2.51%

VICI Properties, Inc.

2.36%

Essex Property Trust, Inc.

1.53%

Invitation Homes, Inc.

1.46%

Kimco Realty Corp.

1.33%

Frequently asked questions about IAK and USRT

How have the IAK and USRT ETFs performed in 2026?

As of October 26, 2026, IAK is up 10.82% year-to-date (YTD), while USRT has returned 13.17%. That puts USRT better performer ahead so far this year.

Which ETF is attracting more investor money: IAK or USRT?

Year-to-date, the IAK ETF saw -$75M in flows, compared to +$632M for USRT.

Which ETF is more volatile: IAK or USRT?

Over the past year, IAK had a volatility of 16.08%, while USRT experienced 13.88%.

Which ETF is bigger: IAK or USRT?

As of October 26, 2026, IAK holds $450.01 M in assets under management (AUM), while USRT manages $4.27 B.

What sectors do the IAK and USRT ETFs invest in?

IAK leans toward sectors like Finance. Meanwhile, USRT focuses on Finance.

What are the top holdings of the IAK ETF and USRT ETF?

IAK top holdings include The Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. USRT holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..

IAKvsUSRTETF Comparison

iShares U.S. Insurance ETF

iShares Core U.S. REIT ETF

IAK vs USRT performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IAK and USRT ETFs performed in 2026?

As of October 26, 2026, IAK is up 10.82% year-to-date (YTD), while USRT has returned 13.17%. That puts USRT better performer ahead so far this year.

Which ETF is attracting more investor money: IAK or USRT?

Year-to-date, the IAK ETF saw -$75M in flows, compared to +$632M for USRT.

Which ETF is more volatile: IAK or USRT?

Over the past year, IAK had a volatility of 16.08%, while USRT experienced 13.88%.

Which ETF is bigger: IAK or USRT?

As of October 26, 2026, IAK holds $450.01 M in assets under management (AUM), while USRT manages $4.27 B.

What sectors do the IAK and USRT ETFs invest in?

IAK leans toward sectors like Finance. Meanwhile, USRT focuses on Finance.

What are the top holdings of the IAK ETF and USRT ETF?

IAK top holdings include The Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. USRT holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..

Which ETF is more diversified: IAK or USRT?

IAK holds 58 securities with 78.59% of its assets in the top 15. USRT has 124 securities and a top 15 weight of 59.61%.

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