IAK
+2.04 · +1.54%
$134.52 · NYSE ARCA

iShares U.S. Insurance ETF (IAK) ETF Analysis | Financial

iShares · United States
AUM:$418.8M
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

IAK returned +4.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is IAK?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index, but which BFA believes will help the fund track the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
IAK returned 4.0% over the past year.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 66.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$418.8M
Expense Ratio0.40%
Dividend Yield1.73%
Holdings10
Inception DateMay 2006
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.50
CategoryFinancial
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.9%
1Y
+12.3%
3Y
+69.2%
5Y
+93.2%
OpenBook InsightIf you had invested £10,000 in IAK 5 years ago, it would have grown to £19,317 — a gain of £9,317.

Annual Returns

Calendar year performance

IAK delivered positive returns in 5 of the last 5 calendar years.
YearIAK
2026 YTD+9.1%
2025+10.2%
2024+26.8%
2023+11.3%
2022+11.4%
CAGR 4yr+14.7%
5/5 positive yearsAvg return: +13.8%Worst year: +9.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.7%
Low
Momentum
-0.9%
30-day change
Support Level
143.89
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.