IAK vs. KBWP ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP)
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

$134.78

Average Daily Volume

64,317

Number of Holdings *

52

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

PowerShares KBW Property & Casualty Insurance Portfolio ETF

KBWP Description The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$123.28

Average Daily Volume

70,618

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period IAK KBWP
30 Days 0.44% 2.11%
60 Days 2.53% 5.29%
90 Days 7.53% 9.40%
12 Months 37.06% 36.46%
20 Overlapping Holdings
Symbol Grade Weight in IAK Weight in KBWP Overlap
ACGL D 3.88% 3.39% 3.39%
AFG A 1.21% 4.07% 1.21%
AIG D 4.47% 7.54% 4.47%
AIZ A 1.32% 4.21% 1.32%
ALL A 4.52% 7.94% 4.52%
AXS A 0.78% 4.08% 0.78%
CB D 11.69% 7.74% 7.74%
CINF A 2.76% 4.18% 2.76%
HIG A 4.02% 3.84% 3.84%
HMN B 0.2% 1.44% 0.2%
JRVR F 0.03% 0.15% 0.03%
KMPR A 0.51% 3.94% 0.51%
MCY B 0.24% 3.52% 0.24%
PGR B 16.35% 7.83% 7.83%
PRA B 0.1% 0.74% 0.1%
RLI A 0.87% 4.35% 0.87%
SIGI C 0.72% 4.17% 0.72%
THG A 0.7% 4.23% 0.7%
TRV B 6.34% 8.62% 6.34%
WRB A 2.12% 3.83% 2.12%
IAK Overweight 32 Positions Relative to KBWP
Symbol Grade Weight
AFL C 6.0%
MET A 4.7%
PRU B 4.66%
MKL A 2.61%
PFG C 2.17%
FNF D 1.82%
L A 1.78%
UNM A 1.42%
KNSL B 1.24%
ERIE D 1.2%
PRI B 1.19%
GL C 1.16%
ORI A 1.05%
FAF A 0.79%
LNC B 0.6%
WTM A 0.58%
AGO A 0.54%
CNO B 0.49%
BHF B 0.37%
OSCR D 0.36%
GNW A 0.35%
PLMR A 0.33%
STC B 0.24%
TRUP B 0.21%
LMND A 0.21%
SKWD A 0.2%
EIG B 0.16%
SAFT B 0.16%
CNA C 0.14%
AMSF B 0.14%
AMBC C 0.08%
UFCS A 0.06%
IAK Underweight 4 Positions Relative to KBWP
Symbol Grade Weight
RNR C -3.86%
EG C -3.58%
SPNT A -2.17%
UVE A -0.55%
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