IAKiShares U.S. Insurance ETF
Tracks the investment results of the Dow Jones U.S. Select Insurance Index.
By iShares · Launched 2006
Annual Cost
0.37%
#1,868 of 6,040 · low cost
Fund Size
$511M
#1,650 of 6,040 · large
Return (1Y)
+13.4%
Track Record
20 years
#289 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,023+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Sector
FinancialsIndex tracked
Dow Jones US Select Insurance Index
Holdings
By weightConcentration
Top 10 holdings = 66.7% of fundconcentrated
Chubb Limited
13.7%
THE PROGRESSIVE CORPORATION
13.4%
The Travelers Companies, Inc.
7.3%
THE ALLSTATE CORPORATION
6.2%
METLIFE, INC.
4.6%
AFLAC INCORPORATED
4.5%
THE HARTFORD INSURANCE GROUP, INC.
4.5%
AMERICAN INTERNATIONAL GROUP, INC.
4.3%
ARCH CAPITAL GROUP LTD.
4.1%
PRUDENTIAL FINANCIAL, INC.
4.1%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Financial Services
99.3%
Healthcare
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.0%Moderate
Year-on-year price swings
Max drawdown
-45.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.85Decent risk-adjusted returns
Sortino (3Y)
1.20Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Dow Jones U.S. Select Insurance Index.
- Strategy
- Invests primarily in U.S. equities in the insurance sector, seeking to track the Dow Jones U.S. Select Insurance Index using a representative sampling indexing strategy. May include large-, mid-, or small-cap companies.
- Inception date
- May 1, 2006
- Fund family
- iShares
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Data updated on 2026-09-18