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IAK vs SPY

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IAK, delivering a return of +13.3% compared to +12.5%

IAK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAK
$371M
Winner
SPY
$735B
Expense Ratio
IAK
0.38%
Winner
SPY
0.09%
Max Drawdown
IAK
78.02%
Winner
SPY
56.47%
Sharpe Ratio
IAK
-0.07
Winner
SPY
1.62
5Y Beta
Winner
IAK
0.47
SPY
1.00
P/E Ratio
Winner
IAK
10.36
SPY
28.99
Forward P/E
Winner
IAK
10.43
SPY
22.37
5Y Dividends CAGR
Winner
IAK
25.27%
SPY
5.43%
5Y EPS CAGR
IAK
17.51%
Winner
SPY
26.05%
Debt to Equity
Winner
IAK
13.84%
SPY
32.40%
P/S Ratio
Winner
IAK
1.18
SPY
3.74
P/B Ratio
Winner
IAK
1.69
SPY
5.61

IAK vs SPY - Holdings Comparison

IAK and SPY have 18 common holdings. Overlap is 1.11%

IAK's top 25 holdings weight is 90.24%. SPY's top 25 holdings weight is 52.37%.

RankIAKSPY
#1
CHUBB LTD (CB) - 13.24%
NVIDIA CORP (NVDA) - 8.10%
#2
PROGRESSIVE CORP (PGR) - 13.18%
APPLE INC (AAPL) - 7.02%
#3
THE TRAVELERS COMPANIES INC (TRV) - 7.29%
MICROSOFT CORP (MSFT) - 4.79%
#4
ALLSTATE CORP (ALL) - 6.34%
AMAZON.COM INC (AMZN) - 4.02%
#5
METLIFE INC (MET) - 5.01%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AFLAC INC (AFL) - 4.67%
BROADCOM INC (AVGO) - 3.10%
#7
THE HARTFORD INSURANCE GROUP INC (HIG) - 4.35%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.32%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
PRUDENTIAL FINANCIAL INC (PRU) - 4.09%
TESLA INC (TSLA) - 1.89%
#10
ARCH CAPITAL GROUP LTD (ACGL) - 3.92%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CINCINNATI FINANCIAL CORP (CINF) - 2.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MARKEL GROUP INC (MKL) - 2.69%
ELI LILLY AND CO (LLY) - 1.31%
#13
WR BERKLEY CORP (WRB) - 2.34%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
LOEWS CORP (L) - 2.09%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ASSURANT INC (AIZ) - 1.48%
INTEL CORP (INTC) - 0.90%
#17
UNUM GROUP (UNM) - 1.44%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
GLOBE LIFE INC (GL) - 1.43%
VISA INC CLASS A (V) - 0.85%
#19
FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.42%
WALMART INC (WMT) - 0.81%
#20
AMERICAN FINANCIAL GROUP INC (AFG) - 1.08%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.04%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
PRIMERICA INC (PRI) - 1.02%
CATERPILLAR INC (CAT) - 0.66%
#23
AXIS CAPITAL HOLDINGS LTD (AXS) - 0.87%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
KINSALE CAPITAL GROUP INC (KNSL) - 0.82%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
THE HANOVER INSURANCE GROUP INC (THG) - 0.80%
ABBVIE INC (ABBV) - 0.58%
Total Holdings60505

IAK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IAK
+1.69%
Winner
SPY
+1.90%
3M
IAK
+0.38%
Winner
SPY
+8.55%
6M
IAK
+3.38%
Winner
SPY
+8.18%
1Y
IAK
+1.67%
Winner
SPY
+25.79%
5Y(CAGR)
IAK
+12.48%
Winner
SPY
+13.32%
10Y(CAGR)
IAK
+12.11%
Winner
SPY
+15.19%
Max(CAGR)
IAK
+6.90%
Winner
SPY
+8.47%

IAK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIAKSPY
2026+0.46%+8.26%
2025+10.18%+18.00%
2024+26.86%+25.59%
2023+11.32%+26.72%
2022+11.43%-18.64%
2021+29.77%+30.52%
2020-3.63%+17.28%
2019+26.33%+31.09%
2018-10.35%-5.24%
2017+13.97%+20.78%
2016+21.48%+13.59%
2015+4.29%+1.31%
2014+8.92%+14.56%
2013+41.70%+29.00%
2012+16.16%+14.17%
2011-9.14%+0.85%
2010+18.03%+13.14%
2009+12.63%+22.67%
2008-50.01%-36.25%
2007-7.80%+5.32%
2006+8.66%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IAK vs SPY Drawdown Comparison

The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IAK drawdown is -1.68%. The current SPY drawdown is -2.90%.

RankIAKSPY
#1-77.37%
May 22, 2007 - Dec 29, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.95%
Feb 11, 2020 - Mar 8, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.30%
Jan 26, 2018 - Apr 30, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.97%
Dec 1, 2015 - Aug 29, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.74%
Apr 20, 2022 - Nov 10, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.38%
Feb 13, 2023 - Sep 19, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.58%
Apr 2, 2025 - Dec 15, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.30%
Nov 29, 2024 - Mar 17, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.64%
Aug 17, 2015 - Dec 1, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.08%
Dec 30, 2014 - May 19, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.71%
May 7, 2021 - Aug 25, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.55%
Aug 2, 2017 - Oct 10, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.41%
Nov 3, 2021 - Jan 4, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.70%
Feb 9, 2022 - Mar 18, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.62%
Dec 15, 2025 - Mar 27, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IAK and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

IAK vs SPY dividend yield comparison.

YearIAKSPY
20261.49%0.24%
20251.69%1.07%
20241.49%1.21%
20231.44%1.40%
20221.69%1.65%
20212.26%1.20%
20202.07%1.52%
20191.84%1.75%
20182.33%2.04%
20171.62%1.80%
20161.68%2.03%
20151.62%2.06%
20141.57%1.87%
20131.13%1.81%
20121.74%2.18%
20111.51%2.05%
20102.08%1.80%
20091.60%1.95%
20082.46%3.02%
20071.19%1.85%
20060.63%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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