IAK vs. NBCC ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Neuberger Berman Next Generation Connected Consumer ETF (NBCC)
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

$134.10

Average Daily Volume

62,379

Number of Holdings *

52

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

Neuberger Berman Next Generation Connected Consumer ETF

NBCC Description Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.88

Average Daily Volume

278

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period IAK NBCC
30 Days 2.36% 2.10%
60 Days 3.83% 5.97%
90 Days 7.81% 6.39%
12 Months 38.05% 18.78%
1 Overlapping Holdings
Symbol Grade Weight in IAK Weight in NBCC Overlap
ALL A 4.52% 3.83% 3.83%
IAK Overweight 51 Positions Relative to NBCC
Symbol Grade Weight
PGR A 16.35%
CB C 11.69%
TRV B 6.34%
AFL B 6.0%
MET A 4.7%
PRU A 4.66%
AIG B 4.47%
HIG B 4.02%
ACGL C 3.88%
CINF A 2.76%
MKL A 2.61%
PFG D 2.17%
WRB A 2.12%
FNF B 1.82%
L A 1.78%
UNM A 1.42%
AIZ A 1.32%
KNSL B 1.24%
AFG A 1.21%
ERIE D 1.2%
PRI B 1.19%
GL C 1.16%
ORI A 1.05%
RLI A 0.87%
FAF A 0.79%
AXS A 0.78%
SIGI C 0.72%
THG A 0.7%
LNC C 0.6%
WTM A 0.58%
AGO B 0.54%
KMPR A 0.51%
CNO B 0.49%
BHF C 0.37%
OSCR D 0.36%
GNW A 0.35%
PLMR A 0.33%
STC B 0.24%
MCY A 0.24%
TRUP B 0.21%
LMND 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 C 0.1%
AMBC C 0.08%
UFCS A 0.06%
JRVR F 0.03%
IAK Underweight 23 Positions Relative to NBCC
Symbol Grade Weight
SPOT B -5.19%
DKNG B -4.95%
CCL A -4.8%
PM B -4.54%
TMUS B -4.43%
ULTA F -4.3%
MCD D -4.05%
WIX A -3.96%
HD B -3.89%
LVS B -3.6%
TJX A -3.13%
GOOG C -3.12%
MTCH D -2.76%
UL D -2.74%
WRBY A -2.73%
NKE F -2.66%
KDP F -2.66%
NFLX A -2.41%
GE D -2.12%
DLTR F -1.72%
WMT A -1.39%
CMG B -0.99%
PSMT D -0.97%
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