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
$41.22
Average Daily Volume
1,275
Number of Holdings
*
50
* 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
$129.38
Average Daily Volume
69,142
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | SHRY | IAK |
---|---|---|
30 Days | 0.52% | 1.02% |
60 Days | 5.32% | 9.92% |
90 Days | 8.51% | 15.20% |
12 Months | 46.24% |
SHRY Overweight 45 Positions Relative to IAK
Symbol | Grade | Weight | |
---|---|---|---|
MO | D | 5.15% | |
CMCSA | B | 4.64% | |
HPQ | C | 3.42% | |
LOW | A | 3.33% | |
CI | D | 3.11% | |
GIS | C | 3.1% | |
LMT | A | 2.67% | |
KR | C | 2.66% | |
EOG | B | 2.44% | |
KMI | A | 2.43% | |
CME | A | 2.41% | |
SBUX | B | 2.4% | |
HCA | B | 2.26% | |
ITW | A | 2.11% | |
MCD | A | 2.1% | |
CHTR | D | 2.09% | |
AON | A | 2.08% | |
KMB | B | 2.06% | |
CSX | D | 2.04% | |
MDT | B | 2.03% | |
HD | A | 1.93% | |
PG | C | 1.88% | |
UNP | D | 1.87% | |
TEL | D | 1.83% | |
SHW | B | 1.81% | |
MCHP | F | 1.73% | |
ABT | B | 1.65% | |
CL | D | 1.57% | |
ADP | A | 1.54% | |
MCK | F | 1.52% | |
SLB | D | 1.43% | |
V | C | 1.37% | |
AAPL | C | 1.36% | |
MRK | F | 1.36% | |
BDX | B | 1.26% | |
BX | C | 1.25% | |
MA | A | 1.18% | |
LRCX | D | 1.06% | |
ADBE | F | 0.85% | |
ACN | B | 0.84% | |
KLAC | B | 0.81% | |
GOOGL | B | 0.74% | |
AMAT | B | 0.62% | |
QCOM | D | 0.6% | |
META | A | 0.55% |
SHRY: Top Represented Industries & Keywords
Industries:
Household & Personal Products
Semiconductor Equipment & Materials
Credit Services
Home Improvement Stores
Insurance - Life
Insurance - Property & Casualty
Internet Content & Information
Medical Devices
Pay TV
Railroads
Restaurants
Semiconductors
Aerospace & Defense
Asset Management
Business Services
Computer Systems
Consumer Electronics
Diversified Industrials
Drug Manufacturers - Major
Electronic Components
IAK: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Insurance - Diversified
Insurance - Life
Keywords:
Insurance
S&P 500
Casualty Insurance
Insurance Products
Disability
Health Insurance
Life Insurance
General Insurance
Health Insurance Products
Liability Insurance
Mental Health
Structured Settlement
Supplemental Health
Annuities
Bank
Casualty Insurance Products
Compensation Insurance
Critical Illness
Direct Marketing
Group Insurance