IAK vs XJH
Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
5-Year PerformanceIAK has outperformed XJH, delivering a return of +15.7% compared to +8.3%
IAK vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAK
$422M
XJH
$420M
Expense Ratio
IAK
0.38%
Winner
XJH
0.12%
Max Drawdown
IAK
78.02%
Winner
XJH
25.71%
Sharpe Ratio
IAK
0.77
Winner
XJH
1.07
5Y Beta
Winner
IAK
0.42
XJH
0.99
P/E Ratio
Winner
IAK
11.05
XJH
25.76
Forward P/E
Winner
IAK
11.73
XJH
17.13
5Y Dividends CAGR
IAK
17.28%
Winner
XJH
20.75%
5Y EPS CAGR
Winner
IAK
17.73%
XJH
12.02%
Debt to Equity
Winner
IAK
13.69%
XJH
40.95%
P/S Ratio
Winner
IAK
1.33
XJH
1.62
P/B Ratio
Winner
IAK
1.90
XJH
2.75
IAK vs XJH - Holdings Comparison
IAK and XJH have 13 common holdings. Overlap is 2.89%
IAK's top 25 holdings weight is 89.69%. XJH's top 25 holdings weight is 17.72%.
| Rank | IAK | XJH |
|---|---|---|
| #1 | PROGRESSIVE CORP (PGR) - 13.99% | TWILIO INC CLASS A (TWLO) - 1.05% |
| #2 | CHUBB LTD (CB) - 13.17% | TECHNIPFMC PLC (FTI) - 0.94% |
| #3 | THE TRAVELERS COMPANIES INC (TRV) - 7.40% | ILLUMINA INC (ILMN) - 0.92% |
| #4 | ALLSTATE CORP (ALL) - 6.66% | CARPENTER TECHNOLOGY CORP (CRS) - 0.91% |
| #5 | AFLAC INC (AFL) - 4.54% | CURTISS-WRIGHT CORP (CW) - 0.88% |
| #6 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40% | NVENT ELECTRIC PLC (NVT) - 0.83% |
| #7 | METLIFE INC (MET) - 4.35% | OKTA INC CLASS A (OKTA) - 0.82% |
| #8 | PRUDENTIAL FINANCIAL INC (PRU) - 4.19% | ATI INC (ATI) - 0.82% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10% | XPO INC (XPO) - 0.78% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 3.82% | EVERPURE INC CLASS A (P) - 0.77% |
| #11 | CINCINNATI FINANCIAL CORP (CINF) - 3.03% | MKS INC (MKSI) - 0.77% |
| #12 | MARKEL GROUP INC (MKL) - 2.64% | WOODWARD INC (WWD) - 0.75% |
| #13 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35% | MASTEC INC (MTZ) - 0.71% |
| #14 | WR BERKLEY CORP (WRB) - 2.26% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #15 | LOEWS CORP (L) - 2.10% | US FOODS HOLDING CORP (USFD) - 0.71% |
| #16 | GLOBE LIFE INC (GL) - 1.49% | ENTEGRIS INC (ENTG) - 0.68% |
| #17 | UNUM GROUP (UNM) - 1.40% | BURLINGTON STORES INC (BURL) - 0.67% |
| #18 | ASSURANT INC (AIZ) - 1.22% | STERLING INFRASTRUCTURE INC (STRL) - 0.66% |
| #19 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.07% | RB GLOBAL INC (RBA) - 0.65% |
| #20 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06% | RELIANCE INC (RS) - 0.63% |
| #21 | PRIMERICA INC (PRI) - 1.02% | RPM INTERNATIONAL INC (RPM) - 0.42% |
| #22 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02% | ELANCO ANIMAL HEALTH INC (ELAN) - 0.41% |
| #23 | KINSALE CAPITAL GROUP INC (KNSL) - 0.83% | MUELLER INDUSTRIES INC (MLI) - 0.41% |
| #24 | THE HANOVER INSURANCE GROUP INC (THG) - 0.82% | UNUM GROUP (UNM) - 0.41% |
| #25 | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76% | ALCOA CORP (AA) - 0.41% |
| Total Holdings | 60 | 319 |
IAK vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAK
+7.47%
XJH
-0.16%
3M
Winner
IAK
+9.41%
XJH
+4.38%
6M
Winner
IAK
+13.82%
XJH
+8.42%
1Y
IAK
+16.81%
Winner
XJH
+22.86%
5Y(CAGR)
Winner
IAK
+15.68%
XJH
+8.27%
10Y(CAGR)
IAK
+13.22%
XJH
N/A
Max(CAGR)
IAK
+7.33%
Winner
XJH
+14.86%
IAK vs XJH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAK | XJH |
|---|---|---|
| 2026 | +9.86% | +13.79% |
| 2025 | +10.18% | +8.63% |
| 2024 | +26.86% | +12.53% |
| 2023 | +11.32% | +17.08% |
| 2022 | +11.43% | -14.48% |
| 2021 | +29.77% | +25.63% |
| 2020 | -3.63% | +29.59% |
| 2019 | +26.33% | N/A |
| 2018 | -10.35% | N/A |
| 2017 | +13.97% | N/A |
| 2016 | +21.48% | N/A |
| 2015 | +4.29% | N/A |
| 2014 | +8.92% | N/A |
| 2013 | +41.70% | N/A |
| 2012 | +16.16% | N/A |
| 2011 | -9.14% | N/A |
| 2010 | +18.03% | N/A |
| 2009 | +12.63% | N/A |
| 2008 | -50.01% | N/A |
| 2007 | -7.80% | N/A |
| 2006 | +8.66% | N/A |
IAK vs XJH Drawdown Comparison
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current IAK drawdown is -1.55%. The current XJH drawdown is -1.69%.
| Rank | IAK | XJH |
|---|---|---|
| #1 | -77.37% May 22, 2007 - Dec 29, 2014 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -44.95% Feb 11, 2020 - Mar 8, 2021 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -20.30% Jan 26, 2018 - Apr 30, 2019 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -16.97% Dec 1, 2015 - Aug 29, 2016 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.74% Apr 20, 2022 - Nov 10, 2022 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -14.38% Feb 13, 2023 - Sep 19, 2023 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -11.58% Apr 2, 2025 - Dec 15, 2025 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -11.30% Nov 29, 2024 - Mar 17, 2025 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -10.64% Aug 17, 2015 - Dec 1, 2015 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -9.08% Dec 30, 2014 - May 19, 2015 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -8.71% May 7, 2021 - Aug 25, 2021 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -8.55% Aug 2, 2017 - Oct 10, 2017 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -8.41% Nov 3, 2021 - Jan 4, 2022 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -7.70% Feb 9, 2022 - Mar 18, 2022 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -7.62% Dec 15, 2025 - Jun 16, 2026 | -2.88% Jun 30, 2026 - Jul 8, 2026 |
Correlation
Correlation between IAK and XJH 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 XJH dividend yield comparison.
| Year | IAK | XJH |
|---|---|---|
| 2026 | 1.64% | 0.43% |
| 2025 | 1.69% | 1.24% |
| 2024 | 1.49% | 1.24% |
| 2023 | 1.44% | 1.38% |
| 2022 | 1.69% | 1.45% |
| 2021 | 2.26% | 1.04% |
| 2020 | 2.07% | 0.36% |
| 2019 | 1.84% | 0.00% |
| 2018 | 2.33% | 0.00% |
| 2017 | 1.62% | 0.00% |
| 2016 | 1.68% | 0.00% |
| 2015 | 1.62% | 0.00% |
| 2014 | 1.57% | 0.00% |
| 2013 | 1.13% | 0.00% |
| 2012 | 1.74% | 0.00% |
| 2011 | 1.51% | 0.00% |
| 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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