IAK vs. MEDX ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Horizon Kinetics Medical ETF (MEDX)
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

$129.36

Average Daily Volume

69,385

Number of Holdings *

10

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

Horizon Kinetics Medical ETF

MEDX Description The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.51

Average Daily Volume

327

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IAK MEDX
30 Days 1.01% -4.42%
60 Days 9.91% -0.34%
90 Days 15.19% 3.48%
12 Months 44.39% 5.76%
0 Overlapping Holdings
Symbol Grade Weight in IAK Weight in MEDX Overlap
IAK Overweight 10 Positions Relative to MEDX
Symbol Grade Weight
PGR C 16.26%
CB A 12.71%
TRV C 5.76%
AIG F 5.64%
AFL A 4.94%
ALL C 4.64%
ACGL A 4.49%
MET A 4.43%
HIG A 4.2%
PRU C 4.15%
IAK Underweight 10 Positions Relative to MEDX
Symbol Grade Weight
LLY D -16.63%
ABBV A -7.89%
NVS D -6.09%
AMGN D -5.86%
AZN D -5.74%
BMY B -4.65%
REGN D -4.47%
JNJ C -4.42%
ALNY B -4.35%
MRK F -4.16%
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