KBWPvsIAKETF Comparison
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Invesco KBW Property & Casualty Insurance ETF (KBWP) 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. KBWP is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.38% for IAK. KBWP is down -4.13% year-to-date (YTD) with -$23M in YTD flows. IAK performs better with -1.47% YTD performance, and -$112M in YTD flows. Run a side-by-side ETF comparison of KBWP 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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KBWP vs IAK performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KBWP IAK | +3.99%+5.19% | +0.87%+2.54% | -4.13%-1.47% | +3.89%+3.71% | +52.48%+60.60% | +70.87%+85.03% |
| Flows | KBWP IAK | -$10M-$13M | -$23M-$72M | -$23M-$112M | -$195M-$361M | -$204M-$277M | +$2M+$81M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KBWP IAK | +17.85%+14.70% | +16.56%+15.15% | +17.25%+16.37% | +18.48%+18.16% |
| Max drawdown | KBWP IAK | -8.06%-7.37% | -8.60%-8.22% | -12.30%-11.52% | -16.98%-14.68% |
| Max drawdown duration | KBWP IAK | 56d56d | 118d206d | 123d254d | 235d203d |
Trading data
KBWP | IAK | |
Last sale 4/27/2026 at 1:30 PM | $120.90 | $132.01 |
| Previous close 04/27/2026 | $120.61 | $131.84 |
| Consolidated volume 04/27/2026 | ||
| 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
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KBWP | 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 4/27/2026 at 1:30 PM
Live
Closed
KBWP | IAK | |
|---|---|---|
| Last price | $120.90 | $132.01 |
| 1D performance | +0.24% | +0.13% |
| AuM | $255.21 M | $369.68 M |
| E/R | 0.35% | 0.38% |
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Exposure
Countries
KBWP
USA
65.67%
Bermuda
14.15%
Ireland
12.08%
Switzerland
8.1%
Other
-0%
IAK
USA
80.02%
Switzerland
13.67%
Other
6.32%
Sectors
KBWP
Financials
100%
Other
-0%
IAK
Financials
99.2%
Other
0.8%
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Diversification
KBWP
Total weight of top 15 holdings out of 15
79.9%
IAK
Total weight of top 15 holdings out of 15
79.12%
Top 15 holdings
Data as of March 31, 2026
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%
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 KBWP and IAK
How have the KBWP and IAK ETFs performed in 2026?
As of April 27, 2026, KBWP is down -4.13% year-to-date (YTD), while IAK has lost -1.47%. That puts IAK better performer ahead so far this year.
Which ETF is attracting more investor money: KBWP or IAK?
Year-to-date, the KBWP ETF saw -$23M in flows, compared to -$112M for IAK.
Which ETF is more volatile: KBWP or IAK?
Over the past year, KBWP had a volatility of 16.56%, while IAK experienced 15.15%.
Which ETF is bigger: KBWP or IAK?
As of April 27, 2026, KBWP holds $255.21 M in assets under management (AUM), while IAK manages $369.68 M.
What sectors do the KBWP and IAK ETFs invest in?
KBWP leans toward sectors like Financials. Meanwhile, IAK focuses on Financials.
What are the top holdings of the KBWP ETF and IAK ETF?
KBWP top holdings include CHUBB LTD, AON and PROGRESSIVE. IAK holds in its top three: CHUBB LTD, PROGRESSIVE and TRAVELERS COS INC/THE.
Which ETF is more diversified: KBWP or IAK?
KBWP holds 24 securities with 79.9% 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 KBWP & IAK
Insurance Investments Unveiled: Trends, ETFs, and the Changing Risk Landscape
October 31, 2023
KBWP
IAK
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