IAK vs. ISCV ETF Comparison
Comparison of iShares U.S. Insurance ETF (IAK) to iShares Morningstar Small-Cap Value ETF (ISCV)
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
$131.46
Average Daily Volume
70,723
52
ISCV
iShares Morningstar Small-Cap Value ETF
ISCV Description
The investment seeks to track the investment results of the Morningstar US Small Cap Broad Value Extended IndexSM composed of small-capitalization U.S. equities that exhibit value characteristics. 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. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited above-average value characteristics as determined by Morningstar, Inc.âs (Morningstar or the index provider) proprietary index methodologyGrade (RS Rating)
Last Trade
$67.18
Average Daily Volume
8,027
10
Performance
| Period | IAK | ISCV |
|---|---|---|
| 30 Days | 2.15% | 7.33% |
| 60 Days | 3.30% | 11.40% |
| 90 Days | 11.66% | 13.11% |
| 12 Months | 40.55% | 36.41% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in ISCV | Overlap | |
|---|---|---|---|---|---|
| AIZ | A | 1.23% | 0.45% | 0.45% |
IAK Overweight 51 Positions Relative to ISCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | 16.15% | |
| CB | D | 12.05% | |
| TRV | B | 6.37% | |
| AFL | D | 6.0% | |
| PRU | C | 4.76% | |
| AIG | C | 4.69% | |
| MET | C | 4.68% | |
| ALL | B | 4.51% | |
| ACGL | D | 4.0% | |
| HIG | C | 3.99% | |
| CINF | B | 2.72% | |
| MKL | B | 2.46% | |
| PFG | C | 2.17% | |
| WRB | B | 2.12% | |
| FNF | C | 1.94% | |
| L | A | 1.78% | |
| ERIE | D | 1.39% | |
| UNM | B | 1.36% | |
| KNSL | D | 1.18% | |
| GL | C | 1.17% | |
| PRI | A | 1.16% | |
| AFG | B | 1.15% | |
| ORI | B | 1.03% | |
| FAF | D | 0.82% | |
| RLI | A | 0.81% | |
| AXS | A | 0.74% | |
| SIGI | B | 0.69% | |
| THG | A | 0.66% | |
| LNC | B | 0.64% | |
| WTM | B | 0.57% | |
| AGO | B | 0.51% | |
| KMPR | A | 0.47% | |
| CNO | B | 0.45% | |
| OSCR | F | 0.41% | |
| BHF | B | 0.36% | |
| GNW | C | 0.35% | |
| PLMR | C | 0.29% | |
| STC | C | 0.24% | |
| MCY | A | 0.23% | |
| TRUP | C | 0.23% | |
| SKWD | A | 0.19% | |
| HMN | B | 0.19% | |
| LMND | B | 0.17% | |
| SAFT | C | 0.15% | |
| EIG | B | 0.15% | |
| CNA | D | 0.14% | |
| AMSF | A | 0.13% | |
| PRA | B | 0.09% | |
| AMBC | C | 0.07% | |
| UFCS | B | 0.05% | |
| JRVR | D | 0.04% |
IAK: Top Represented Industries & Keywords
ISCV: Top Represented Industries & Keywords
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