IAK vs. SDVY ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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

$136.03

Average Daily Volume

63,083

Number of Holdings *

52

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

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$39.61

Average Daily Volume

1,380,892

Number of Holdings *

94

* may have additional holdings in another (foreign) market
Performance
Period IAK SDVY
30 Days 4.13% 9.60%
60 Days 4.68% 9.45%
90 Days 9.37% 10.70%
12 Months 40.05% 38.70%
3 Overlapping Holdings
Symbol Grade Weight in IAK Weight in SDVY Overlap
AFG A 1.21% 1.04% 1.04%
CINF A 2.76% 1.1% 1.1%
UNM A 1.42% 1.22% 1.22%
IAK Overweight 49 Positions Relative to SDVY
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%
ALL A 4.52%
AIG B 4.47%
HIG B 4.02%
ACGL D 3.88%
MKL A 2.61%
PFG D 2.17%
WRB A 2.12%
FNF B 1.82%
L A 1.78%
AIZ A 1.32%
KNSL B 1.24%
ERIE D 1.2%
PRI A 1.19%
GL B 1.16%
ORI A 1.05%
RLI B 0.87%
FAF A 0.79%
AXS A 0.78%
SIGI C 0.72%
THG A 0.7%
LNC B 0.6%
WTM A 0.58%
AGO B 0.54%
KMPR B 0.51%
CNO A 0.49%
BHF B 0.37%
OSCR D 0.36%
GNW A 0.35%
PLMR B 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 C 0.16%
CNA B 0.14%
AMSF B 0.14%
PRA C 0.1%
AMBC C 0.08%
UFCS B 0.06%
JRVR F 0.03%
IAK Underweight 91 Positions Relative to SDVY
Symbol Grade Weight
TPL A -1.44%
SYF B -1.27%
SNA A -1.26%
ZION B -1.24%
EWBC A -1.24%
PRDO B -1.24%
SNV B -1.24%
GRMN B -1.23%
MLI C -1.23%
MATX C -1.22%
WTFC A -1.21%
CALM A -1.2%
WTTR B -1.18%
JXN C -1.18%
CADE B -1.18%
STLD B -1.17%
G B -1.17%
J F -1.17%
HBAN A -1.16%
CR A -1.14%
IBOC A -1.14%
FIX A -1.14%
DELL C -1.13%
KTB B -1.13%
RHI B -1.13%
EME C -1.13%
LECO B -1.12%
RL B -1.12%
EQH B -1.12%
CMC B -1.12%
CMA A -1.12%
OC A -1.11%
RF A -1.11%
RS B -1.1%
BKE B -1.1%
CFG B -1.1%
OZK B -1.1%
CRBG B -1.09%
IEX B -1.09%
EBC B -1.08%
CRC B -1.07%
SLM A -1.07%
FITB A -1.07%
ITT A -1.05%
VOYA B -1.05%
SM B -1.04%
LSTR D -1.04%
ALLY C -1.04%
MGY A -1.03%
CF B -1.03%
PHIN A -1.03%
GGG B -1.03%
RGA A -1.03%
WHD B -1.03%
FBP B -1.02%
BEN C -1.02%
WGO C -1.02%
BCC B -1.02%
EDR A -1.01%
UFPI B -0.99%
TOL B -0.99%
OMC C -0.99%
TEX D -0.98%
RDN C -0.97%
MTG C -0.96%
BPOP B -0.96%
NTAP C -0.96%
EXPD D -0.95%
EG C -0.94%
IPG D -0.93%
AGCO D -0.93%
AESI B -0.92%
SHOO D -0.92%
SLVM B -0.92%
DKS C -0.91%
LEA D -0.9%
DINO D -0.9%
ESNT D -0.88%
KBH D -0.88%
PHM D -0.88%
AOS F -0.87%
VSH D -0.87%
WLK D -0.87%
WSM B -0.86%
WMS D -0.86%
MTH D -0.86%
IBP D -0.85%
AMKR D -0.83%
NSP D -0.83%
CCS D -0.82%
CRI D -0.79%
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