KBWBvsIAKETF Comparison
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Invesco KBW Bank ETF (KBWB) and iShares U.S. Insurance ETF (IAK) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. KBWB is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.38% for IAK. KBWB is up 4.29% year-to-date (YTD) with -$596M in YTD flows. IAK performs worse with -1.22% YTD performance, and -$112M in YTD flows. Run a side-by-side ETF comparison of KBWB and IAK 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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KBWB vs IAK performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KBWB IAK | +14.34%+3.81% | +2.04%+1.00% | +4.29%-1.22% | +47.61%+2.68% | +132.36%+58.72% | +52.37%+84.67% |
| Flows | KBWB IAK | +$145M-$13M | -$615M-$59M | -$596M-$112M | +$345M-$368M | +$2.23B-$277M | +$2.00B+$81M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KBWB IAK | +25.29%+15.06% | +20.59%+15.19% | +24.36%+16.38% | +26.53%+18.17% |
| Max drawdown | KBWB IAK | -16.41%-7.37% | -16.41%-8.22% | -25.42%-11.52% | -49.65%-14.68% |
| Max drawdown duration | KBWB IAK | 80d59d | 80d206d | 141d254d | 1043d203d |
Trading data
KBWB | IAK | |
Last sale 5/1/2026 at 1:30 PM | $86.80 | $132.01 |
| Previous close 04/29/2026 | $87.33 | $132.32 |
| 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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KBWB | IAK | |
|---|---|---|
| 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 1:30 PM
Live
Closed
KBWB | IAK | |
|---|---|---|
| Last price | $86.80 | $132.01 |
| 1D performance | -0.61% | -0.23% |
| AuM | $5.49 B | $370.62 M |
| E/R | 0.35% | 0.38% |
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Exposure
Countries
KBWB
USA
100%
Other
-0%
IAK
USA
80.02%
Switzerland
13.67%
Other
6.32%
Sectors
KBWB
Financials
98.29%
Other
1.71%
IAK
Financials
99.2%
Other
0.8%
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Diversification
KBWB
Total weight of top 15 holdings out of 15
80.08%
IAK
Total weight of top 15 holdings out of 15
79.12%
Top 15 holdings
Data as of March 31, 2026
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%
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%
Frequently asked questions about KBWB and IAK
How have the KBWB and IAK ETFs performed in 2026?
As of April 30, 2026, KBWB is up 4.29% year-to-date (YTD), while IAK has lost -1.22%. That puts KBWB better performer ahead so far this year.
Which ETF is attracting more investor money: KBWB or IAK?
Year-to-date, the KBWB ETF saw -$596M in flows, compared to -$112M for IAK.
Which ETF is more volatile: KBWB or IAK?
Over the past year, KBWB had a volatility of 20.59%, while IAK experienced 15.19%.
Which ETF is bigger: KBWB or IAK?
As of April 30, 2026, KBWB holds $5.49 B in assets under management (AUM), while IAK manages $370.62 M.
What sectors do the KBWB and IAK ETFs invest in?
KBWB leans toward sectors like Financials. Meanwhile, IAK focuses on Financials.
What are the top holdings of the KBWB ETF and IAK ETF?
KBWB top holdings include MORGAN STANLEY, WELLS FARGO and BK OF AMERICA CO. IAK holds in its top three: CHUBB LTD, PROGRESSIVE and TRAVELERS COS INC/THE.
Which ETF is more diversified: KBWB or IAK?
KBWB holds 24 securities with 80.08% of its assets in the top 15. IAK has 58 securities and a top 15 weight of 79.12%.
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Latest news about KBWB & IAK
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
IAK
Rebound in Banking Stocks After Severe Losses Last Week
May 22, 2023
IAK
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