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IAK vs KCE

iShares U.S. Insurance ETF vs State Street SPDR S&P Capital Markets ETF

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • Over the last 3 years, KCE has delivered higher annualized returns.

Side-by-side comparison

IAKKCE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$371M$456M
Since20062005
Dividend yield2.66%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.7%+15.1%
CAGR 3Y+18.0%+26.5%
CAGR 5Y+12.6%+12.9%
Sharpe 3Y0.881.05
Volatility 1Y14.76%19.67%
Max drawdown-44.95%-40.78%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IAK and KCE