IAK vs KBWD
Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF).
5-Year PerformanceIAK has outperformed KBWD, delivering a return of +15.7% compared to +1.3%
IAK vs KBWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAK
$422M
Winner
KBWD
$424M
Expense Ratio
Winner
IAK
0.38%
KBWD
5.39%
Max Drawdown
IAK
78.02%
Winner
KBWD
65.17%
Sharpe Ratio
Winner
IAK
0.77
KBWD
-0.18
5Y Beta
Winner
IAK
0.42
KBWD
0.72
P/E Ratio
Winner
IAK
11.05
KBWD
17.62
Forward P/E
IAK
11.73
Winner
KBWD
7.79
PEG Ratio
IAK
N/A
KBWD
0.29
5Y Dividends CAGR
Winner
IAK
17.28%
KBWD
4.44%
5Y EPS CAGR
Winner
IAK
17.73%
KBWD
-15.67%
Debt to Equity
Winner
IAK
13.69%
KBWD
81.83%
P/S Ratio
Winner
IAK
1.33
KBWD
2.44
P/B Ratio
IAK
1.90
Winner
KBWD
0.84
IAK vs KBWD - Holdings Comparison
IAK and KBWD have 3 common holdings. Overlap is 2.01%
IAK's top 25 holdings weight is 89.69%. KBWD's top 25 holdings weight is 76.31%.
| Rank | IAK | KBWD |
|---|---|---|
| #1 | PROGRESSIVE CORP (PGR) - 13.99% | INVESCO MORTGAGE CAPITAL INC (IVR) - 4.23% |
| #2 | CHUBB LTD (CB) - 13.17% | ORCHID ISLAND CAPITAL INC (ORC) - 4.21% |
| #3 | THE TRAVELERS COMPANIES INC (TRV) - 7.40% | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.92% |
| #4 | ALLSTATE CORP (ALL) - 6.66% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 3.71% |
| #5 | AFLAC INC (AFL) - 4.54% | DYNEX CAPITAL INC (DX) - 3.63% |
| #6 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40% | GOLDMAN SACHS BDC INC (GSBD) - 3.59% |
| #7 | METLIFE INC (MET) - 4.35% | FS KKR CAPITAL CORP (FSK) - 3.48% |
| #8 | PRUDENTIAL FINANCIAL INC (PRU) - 4.19% | MFA FINANCIAL INC (MFA) - 3.48% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10% | AGNC INVESTMENT CORP (AGNC) - 3.45% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 3.82% | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 3.21% |
| #11 | CINCINNATI FINANCIAL CORP (CINF) - 3.03% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.13% |
| #12 | MARKEL GROUP INC (MKL) - 2.64% | CARLYLE SECURED LENDING INC (CGBD) - 3.09% |
| #13 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35% | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.04% |
| #14 | WR BERKLEY CORP (WRB) - 2.26% | THE WESTERN UNION CO (WU) - 2.74% |
| #15 | LOEWS CORP (L) - 2.10% | NEW MOUNTAIN FINANCE CORP (NMFC) - 2.66% |
| #16 | GLOBE LIFE INC (GL) - 1.49% | REDWOOD TRUST INC (RWT) - 2.60% |
| #17 | UNUM GROUP (UNM) - 1.40% | ARBOR REALTY TRUST INC (ABR) - 2.60% |
| #18 | ASSURANT INC (AIZ) - 1.22% | TWO HARBORS INVESTMENT CORP (TWO) - 2.59% |
| #19 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.07% | CRESCENT CAPITAL BDC INC ORDINARY SHARES (CCAP) - 2.58% |
| #20 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06% | NUVEEN CHURCHILL DIRECT LENDING CORP (NCDL) - 2.57% |
| #21 | PRIMERICA INC (PRI) - 1.02% | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 2.54% |
| #22 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02% | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 2.51% |
| #23 | KINSALE CAPITAL GROUP INC (KNSL) - 0.83% | ADAMAS TRUST INC (ADAM) - 2.39% |
| #24 | THE HANOVER INSURANCE GROUP INC (THG) - 0.82% | UWM HOLDINGS CORP ORDINARY SHARES CLASS A (UWMC) - 2.23% |
| #25 | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76% | ALLIANCEBERNSTEIN HOLDING LP (AB) - 2.13% |
| Total Holdings | 60 | 42 |
IAK vs KBWD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAK
+7.47%
KBWD
+3.47%
3M
Winner
IAK
+9.41%
KBWD
-3.35%
6M
Winner
IAK
+13.82%
KBWD
-9.05%
1Y
Winner
IAK
+16.81%
KBWD
+0.12%
5Y(CAGR)
Winner
IAK
+15.68%
KBWD
+1.32%
10Y(CAGR)
Winner
IAK
+13.22%
KBWD
+4.70%
Max(CAGR)
Winner
IAK
+7.33%
KBWD
+5.70%
IAK vs KBWD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAK | KBWD |
|---|---|---|
| 2026 | +9.86% | -4.09% |
| 2025 | +10.18% | +4.97% |
| 2024 | +26.86% | +3.57% |
| 2023 | +11.32% | +18.07% |
| 2022 | +11.43% | -20.04% |
| 2021 | +29.77% | +34.26% |
| 2020 | -3.63% | -15.52% |
| 2019 | +26.33% | +19.44% |
| 2018 | -10.35% | -8.64% |
| 2017 | +13.97% | +10.24% |
| 2016 | +21.48% | +20.65% |
| 2015 | +4.29% | -10.90% |
| 2014 | +8.92% | +8.90% |
| 2013 | +41.70% | +14.97% |
| 2012 | +16.16% | +14.65% |
| 2011 | -9.14% | -1.23% |
| 2010 | +18.03% | +3.90% |
| 2009 | +12.63% | N/A |
| 2008 | -50.01% | N/A |
| 2007 | -7.80% | N/A |
| 2006 | +8.66% | N/A |
IAK vs KBWD Drawdown Comparison
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The current IAK drawdown is -1.55%. The current KBWD drawdown is -9.92%.
| Rank | IAK | KBWD |
|---|---|---|
| #1 | -77.37% May 22, 2007 - Dec 29, 2014 | -58.56% Feb 20, 2020 - Apr 26, 2021 |
| #2 | -44.95% Feb 11, 2020 - Mar 8, 2021 | -30.73% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -20.30% Jan 26, 2018 - Apr 30, 2019 | -29.10% Apr 23, 2015 - Nov 11, 2016 |
| #4 | -16.97% Dec 1, 2015 - Aug 29, 2016 | -19.65% Feb 19, 2025 - Jan 8, 2026 |
| #5 | -14.74% Apr 20, 2022 - Nov 10, 2022 | -18.44% Aug 30, 2018 - Nov 7, 2019 |
| #6 | -14.38% Feb 13, 2023 - Sep 19, 2023 | -17.67% Jul 7, 2011 - Jan 20, 2012 |
| #7 | -11.58% Apr 2, 2025 - Dec 15, 2025 | -15.03% Jan 16, 2026 - Mar 27, 2026 |
| #8 | -11.30% Nov 29, 2024 - Mar 17, 2025 | -12.94% Sep 14, 2012 - Jan 17, 2013 |
| #9 | -10.64% Aug 17, 2015 - Dec 1, 2015 | -9.70% May 17, 2013 - Oct 22, 2013 |
| #10 | -9.08% Dec 30, 2014 - May 19, 2015 | -8.75% Jul 23, 2024 - Nov 29, 2024 |
| #11 | -8.71% May 7, 2021 - Aug 25, 2021 | -8.48% Oct 20, 2017 - Apr 27, 2018 |
| #12 | -8.55% Aug 2, 2017 - Oct 10, 2017 | -7.79% Jun 8, 2021 - Oct 14, 2021 |
| #13 | -8.41% Nov 3, 2021 - Jan 4, 2022 | -6.82% Nov 29, 2024 - Jan 31, 2025 |
| #14 | -7.70% Feb 9, 2022 - Mar 18, 2022 | -6.33% Apr 27, 2017 - Aug 1, 2017 |
| #15 | -7.62% Dec 15, 2025 - Jun 16, 2026 | -5.94% Apr 27, 2012 - Jun 19, 2012 |
Correlation
Correlation between IAK and KBWD is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2006 - 2026)
IAK vs KBWD dividend yield comparison.
| Year | IAK | KBWD |
|---|---|---|
| 2026 | 1.64% | 8.17% |
| 2025 | 1.69% | 12.83% |
| 2024 | 1.49% | 12.45% |
| 2023 | 1.44% | 11.45% |
| 2022 | 1.69% | 11.32% |
| 2021 | 2.26% | 7.26% |
| 2020 | 2.07% | 9.68% |
| 2019 | 1.84% | 8.63% |
| 2018 | 2.33% | 9.47% |
| 2017 | 1.62% | 8.77% |
| 2016 | 1.68% | 8.68% |
| 2015 | 1.62% | 8.89% |
| 2014 | 1.57% | 8.31% |
| 2013 | 1.13% | 7.68% |
| 2012 | 1.74% | 9.03% |
| 2011 | 1.51% | 13.00% |
| 2010 | 2.08% | 0.00% |
| 2009 | 1.60% | 0.00% |
| 2008 | 2.46% | 0.00% |
| 2007 | 1.19% | 0.00% |
| 2006 | 0.63% | 0.00% |
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