Both IAK and KIE are ETFs. IAK has a lower 5-year return than KIE (12.15% vs 13.19%). IAK has a higher expense ratio than KIE (0.42% vs 0.35%). Below is the comparison between IAK and KIE.
| IAK | KIE | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 60 | 80 |
| Category | N/A | N/A |
| Family | BlackRock | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.42% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.85% | 2.13% |
| Underlying Index | Dow Jones U.S. Select Insurance Index | S&P Insurance Select Industry Index |
| YTD Return | 19.59% | 18.40% |
| 1-Year Return | 65.39% | 60.42% |
| 3-Year Return | 10.54% | 11.49% |
| 5-Year Return | 12.15% | 13.19% |
| 10-Year Return | 11.34% | 12.27% |
IAK
IAK description
iShares Trust - iShares U.S. Insurance ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across financials and insurance sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Dow Jones U.S. Select Insurance Index, by using representative sampling technique. iShares Trust - iShares U.S. Insurance ETF was formed on May 1, 2006 and is domiciled in the United States.
IAK performance & returns
| YTD Return | 19.59% |
| 1-Month Return | 6.88% |
| 3-Month Return | 17.59% |
| 1-Year Return | 65.39% |
| 3-Year Return | 10.54% |
| 5-Year Return | 12.15% |
| 10-Year Return | 11.34% |
IAK holdings
Top 10 Holdings (60.25% of Total Assets)
IAK pros
The following are IAK strengths from our perspective:
- IAK 3-year return is 10.54%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- IAK 5-year return is 12.15%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- IAK 10-year return is 11.34%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
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KIE
KIE description
SPDR Series Trust - SPDR S&P Insurance ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials, insurance sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the S&P Insurance Select Industry Index, by using representative sampling technique. SPDR Series Trust - SPDR S&P Insurance ETF was formed on November 8, 2005 and is domiciled in the United States.
KIE performance & returns
| YTD Return | 18.40% |
| 1-Month Return | 6.60% |
| 3-Month Return | 17.59% |
| 1-Year Return | 60.42% |
| 3-Year Return | 11.49% |
| 5-Year Return | 13.19% |
| 10-Year Return | 12.27% |
KIE holdings
Top 10 Holdings (21.24% of Total Assets)
KIE pros
The following are KIE strengths from our perspective:
- KIE 3-year return is 11.49%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- KIE 5-year return is 13.19%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KIE 10-year return is 12.27%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- KIE 15-year return is 5.88%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
KIE cons
The following are KIE weaknesses from our perspective:
- KIE net assets are $0.00 million. This fund is not a popular choice with retail investors.
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