SHRY vs. IAK ETF Comparison
Comparison of First Trust Bloomberg Shareholder Yield ETF (SHRY) to iShares U.S. Insurance ETF (IAK)
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.
Grade (RS Rating)
Last Trade
$42.54
Average Daily Volume
591
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
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
Performance
Period | SHRY | IAK |
---|---|---|
30 Days | 1.23% | 0.44% |
60 Days | 2.61% | 2.53% |
90 Days | 5.13% | 7.53% |
12 Months | 37.06% |
SHRY Overweight 42 Positions Relative to IAK
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | 5.15% | |
AMP | A | 4.97% | |
CHTR | B | 3.92% | |
CAH | B | 3.87% | |
EOG | A | 3.51% | |
HPQ | B | 3.08% | |
KMI | A | 3.01% | |
MCK | A | 2.98% | |
LYB | F | 2.96% | |
LMT | D | 2.65% | |
NVR | D | 2.5% | |
GIS | D | 2.33% | |
JNJ | D | 2.32% | |
CME | A | 2.22% | |
SLB | C | 1.97% | |
CMCSA | B | 1.94% | |
MDT | D | 1.8% | |
KMB | C | 1.77% | |
V | A | 1.76% | |
PG | C | 1.67% | |
MRK | F | 1.6% | |
PAYX | B | 1.6% | |
UNP | D | 1.54% | |
ADP | B | 1.53% | |
CL | D | 1.49% | |
ABT | B | 1.45% | |
ORLY | B | 1.4% | |
AAPL | C | 1.39% | |
QCOM | F | 1.21% | |
SHW | C | 1.21% | |
MA | B | 1.19% | |
GOOGL | B | 1.18% | |
MCD | D | 1.12% | |
ETN | B | 1.09% | |
BX | A | 1.07% | |
ADBE | D | 1.01% | |
ORCL | A | 0.84% | |
AMAT | F | 0.78% | |
ACN | B | 0.7% | |
KLAC | F | 0.58% | |
MSFT | D | 0.39% | |
BRK.A | B | 0.38% |
SHRY Underweight 46 Positions Relative to IAK
Symbol | Grade | Weight | |
---|---|---|---|
PGR | B | -16.35% | |
PRU | B | -4.66% | |
ALL | A | -4.52% | |
AIG | D | -4.47% | |
ACGL | D | -3.88% | |
CINF | A | -2.76% | |
MKL | A | -2.61% | |
WRB | A | -2.12% | |
FNF | D | -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 | B | -0.6% | |
WTM | A | -0.58% | |
AGO | A | -0.54% | |
KMPR | A | -0.51% | |
CNO | B | -0.49% | |
BHF | B | -0.37% | |
OSCR | D | -0.36% | |
GNW | A | -0.35% | |
PLMR | A | -0.33% | |
STC | B | -0.24% | |
MCY | B | -0.24% | |
TRUP | B | -0.21% | |
LMND | A | -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 | B | -0.1% | |
AMBC | C | -0.08% | |
UFCS | A | -0.06% | |
JRVR | F | -0.03% |
SHRY: Top Represented Industries & Keywords
Industries:
Household & Personal Products
Insurance - Life
Asset Management
Business Services
Credit Services
Drug Manufacturers - Major
Insurance - Diversified
Insurance - Property & Casualty
Medical Devices
Medical Distribution
Pay TV
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Chemicals
Aerospace & Defense
Computer Systems
Consumer Electronics
Financial Data & Stock Exchanges
Information Technology Services
Internet Content & Information
IAK: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Insurance - Specialty
Healthcare Plans
Insurance Brokers
Keywords:
Insurance
Insurance Products
S&P 500
Life Insurance
Casualty Insurance
Disability
Insurance Industry
General Insurance
Health Insurance
Liability Insurance
Insurance Policies
Life Insurance Products
Property Insurance
Reinsurance
Casualty Insurance Products
Compensation Insurance
Health Insurance Products
Insurance Coverage
Universal Life Insurance
Actuarial Science