IAK vs. FINX ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Global X FinTech Thematic ETF (FINX)
IAK

iShares U.S. Insurance ETF

IAK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$132.27

Average Daily Volume

67,323

Number of Holdings *

52

* may have additional holdings in another (foreign) market
FINX

Global X FinTech Thematic ETF

FINX Description The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$32.98

Average Daily Volume

65,772

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period IAK FINX
30 Days -0.77% 10.89%
60 Days 2.42% 17.91%
90 Days 8.26% 22.24%
12 Months 38.19% 55.07%
1 Overlapping Holdings
Symbol Grade Weight in IAK Weight in FINX Overlap
LMND A 0.21% 0.52% 0.21%
IAK Overweight 51 Positions Relative to FINX
Symbol Grade Weight
PGR B 16.35%
CB C 11.69%
TRV A 6.34%
AFL C 6.0%
MET A 4.7%
PRU B 4.66%
ALL A 4.52%
AIG C 4.47%
HIG B 4.02%
ACGL D 3.88%
CINF A 2.76%
MKL A 2.61%
PFG C 2.17%
WRB B 2.12%
FNF A 1.82%
L A 1.78%
UNM A 1.42%
AIZ A 1.32%
KNSL B 1.24%
AFG A 1.21%
ERIE F 1.2%
PRI A 1.19%
GL C 1.16%
ORI A 1.05%
RLI A 0.87%
FAF C 0.79%
AXS A 0.78%
SIGI B 0.72%
THG A 0.7%
LNC B 0.6%
WTM A 0.58%
AGO A 0.54%
KMPR A 0.51%
CNO B 0.49%
BHF C 0.37%
OSCR C 0.36%
GNW A 0.35%
PLMR A 0.33%
STC B 0.24%
MCY B 0.24%
TRUP B 0.21%
HMN B 0.2%
SKWD A 0.2%
EIG B 0.16%
SAFT B 0.16%
CNA C 0.14%
AMSF B 0.14%
PRA B 0.1%
AMBC C 0.08%
UFCS A 0.06%
JRVR F 0.03%
IAK Underweight 41 Positions Relative to FINX
Symbol Grade Weight
PYPL B -7.2%
FI A -7.15%
FIS C -6.47%
INTU B -5.35%
SQ A -5.31%
COIN A -5.2%
SSNC C -4.33%
TOST A -4.08%
XRX F -3.95%
GWRE A -3.77%
GPN C -3.4%
AFRM A -3.26%
SOFI A -3.09%
JKHY D -2.96%
BILL B -2.14%
HQY A -1.94%
ACIW B -1.41%
UPST B -1.37%
FOUR A -1.33%
NCNO B -1.09%
MARA C -1.08%
PAYO A -0.88%
ENV B -0.81%
VIRT A -0.74%
VERX A -0.69%
STNE F -0.65%
FLYW B -0.61%
RIOT C -0.57%
MLNK C -0.41%
DLO C -0.39%
LC B -0.39%
PAGS F -0.38%
CIFR C -0.38%
SPNS F -0.37%
BLND A -0.24%
LPRO C -0.18%
PAY A -0.16%
CTLP B -0.15%
IIIV B -0.14%
TREE F -0.14%
MITK D -0.1%
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