IAK vs. USSE ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Segall Bryant & Hamill Select Equity ETF (USSE)
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

$125.40

Average Daily Volume

69,745

Number of Holdings *

52

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

Segall Bryant & Hamill Select Equity ETF

USSE Description Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies whose stock is traded on U.S. markets, including depositary receipts (ADRs) or shares issued by companies incorporated outside of the United States. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.98

Average Daily Volume

34,045

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period IAK USSE
30 Days -3.08% 1.64%
60 Days -2.09% 0.49%
90 Days 6.54% 6.42%
12 Months 33.45% 27.33%
1 Overlapping Holdings
Symbol Grade Weight in IAK Weight in USSE Overlap
GL C 1.17% 4.51% 1.17%
IAK Overweight 51 Positions Relative to USSE
Symbol Grade Weight
PGR D 16.15%
CB C 12.05%
TRV B 6.37%
AFL D 6.0%
PRU B 4.76%
AIG B 4.69%
MET C 4.68%
ALL C 4.51%
ACGL F 4.0%
HIG D 3.99%
CINF B 2.72%
MKL D 2.46%
PFG C 2.17%
WRB C 2.12%
FNF C 1.94%
L C 1.78%
ERIE D 1.39%
UNM A 1.36%
AIZ D 1.23%
KNSL F 1.18%
PRI B 1.16%
AFG D 1.15%
ORI D 1.03%
FAF D 0.82%
RLI B 0.81%
AXS C 0.74%
SIGI C 0.69%
THG B 0.66%
LNC A 0.64%
WTM B 0.57%
AGO B 0.51%
KMPR B 0.47%
CNO A 0.45%
OSCR C 0.41%
BHF B 0.36%
GNW D 0.35%
PLMR D 0.29%
STC D 0.24%
MCY B 0.23%
TRUP A 0.23%
SKWD B 0.19%
HMN A 0.19%
LMND A 0.17%
SAFT D 0.15%
EIG C 0.15%
CNA D 0.14%
AMSF A 0.13%
PRA B 0.09%
AMBC D 0.07%
UFCS F 0.05%
JRVR F 0.04%
IAK Underweight 19 Positions Relative to USSE
Symbol Grade Weight
MSFT D -8.78%
GOOG A -7.14%
V A -5.71%
PWR B -5.63%
NOW A -5.58%
RGA C -5.0%
PANW B -4.96%
UNH C -4.82%
ARES B -4.75%
AAPL C -4.74%
FICO B -4.52%
TJX D -4.49%
JPM A -4.49%
MRVL A -4.34%
NVO F -4.23%
CDNS C -4.14%
STE D -3.67%
ORLY C -3.56%
UL D -3.35%
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