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iShares U.S. Insurance ETF
IAK performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 27, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +5.13% | +13.15% | +11.49% | +20.21% | +72.79% | +112.48% |
| Flows | +$72M | +$93M | -$19M | -$297M | -$97M | +$158M |
Characteristics
The iShares U.S. Insurance ETF is built to track the Dow Jones U.S. Select Insurance Total Return Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | iShares |
| N° of holdings | 58 |
| Replication method | Direct (Physical) |
| Asset class | Equity |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | May 1, 2006 |
| ESG | No |
More data and info about IAK on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 58
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +19.47% | +15.87% | +16.62% | +18.15% |
Max drawdown | -5.00% | -7.62% | -11.52% | -14.68% |
Max drawdown duration | 22d | 182d | 254d | 203d |
Time to recover | 7d | 81d | 250d | 45d |
Replication quality
Data as of June 30, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is IAK?
IAK is a Passive ETF that provides exposure to Equity assets. It is managed by iShares.
What index does IAK track?
IAK tracks the Dow Jones U.S. Select Insurance Total Return Index - USD, aiming to replicate its performance through full replication.
What does IAK invest in?
This ETF provides exposure to US Insurance Equities. It is part of the segment: US Financials.
What is the expense ratio of IAK?
The total expense ratio (TER) of IAK is 0.38%, representing the annual fee charged by the fund manager.
When was IAK launched?
IAK was launched on May 1, 2006, marking its entry into the ETF market.
Who is the issuer of IAK?
IAK is issued by iShares.
What is the AUM of IAK?
As of July 27, 2026, IAK manages $513.89 M, reflecting the total assets held in the fund.
How has IAK performed recently?
As of July 27, 2026, IAK delivered a return of 5.13% over the past month (1M performance), 13.15% over the past three months (3M), and 11.49% year-to-date (YTD).
What are the recent fund flows for IAK?
As of July 27, 2026, IAK has seen net flows of +$72M in the past month (1M flow) and -$19M year-to-date (YTD).
Does IAK pay dividends?
As of July 27, 2026, IAK has a trailing 12-month distribution yield of 2.4%.
How many holdings are in IAK
As of June 30, 2026, IAK holds 58 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is IAK?
As of June 30, 2026, IAK holds 58 securities, with 78.66% of its assets concentrated in its top 15 holdings.
What are the top holdings of IAK?
As of June 30, 2026, IAK holds a portfolio of 58 underlyings, with its largest positions including Progressive Corp., Chubb Ltd. and The Travelers Cos., Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does IAK invest in?
As of June 30, 2026, IAK has its largest geographic exposures in USA and Switzerland.
What sectors or themes does IAK focus on?
As of June 30, 2026, IAK is primarily exposed to Finance.
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