ATLASiShares U.S. Insurance ETF (IAK): outlook, holdings and fees
iShares U.S. Insurance ETF (IAK) is an exchange-traded fund and is managed by iShares. The expense ratio is 0.42% and the yield is 2.69%. The ten largest holdings are 0% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on IAK
| Last price | $150.59 (+1.2%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 54% |
| Likely 1-month range (50%) | $146.74 – $155.95 |
| Normal 1-day range (±1σ) | ±1.0% |
| Distribution yield | 2.69% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
IAK fund facts
| Issuer | iShares |
|---|---|
| Theme | US large caps |
| Assets under management | $441M |
| Expense ratio | 0.42% |
| Number of holdings | 59 |
| Portfolio turnover | 13% |
| Inception | May 1, 2006 |
| Exchange | NYSE |
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index, but which BFA believes will help the fund track the index. The fund is non-diversified.
IAK top holdings
| Holding | Sector | Weight |
|---|---|---|
| Porch Group Inc PRCH | Financial Services | 0.00% |
| CNO Financial Group Inc CNO | Financial Services | 0.00% |
| Lincoln National Corporation LNC | Financial Services | 0.00% |
| White Mountains Insurance Group Ltd WTM | Financial Services | 0.00% |
| Palomar Holdings Inc PLMR | Financial Services | 0.00% |
| Lemonade Inc LMND | Financial Services | 0.00% |
| Assured Guaranty Ltd AGO | Financial Services | 0.00% |
| Brighthouse Financial, Inc. BHF | Financial Services | 0.00% |
| Mercury General Corporation MCY | Financial Services | 0.00% |
| Genworth Financial Inc GNW | Financial Services | 0.00% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
IAK sector breakdown
| Sector | Weight |
|---|---|
| Financial Services | 99.0% |
| Healthcare | 1.0% |
By region: North America 87.0%, Europe Developed 13.0%.
IAK returns and risk
| Year to date | +6.4% |
|---|---|
| 1 year | +10.2% |
| 3 years (annualised) | +16.8% |
| 5 years (annualised) | +13.6% |
| 10 years (annualised) | +12.6% |
| Volatility (3 years) | 15.7% |
| Sharpe ratio (3 years) | 0.71 |
Past returns do not guarantee future results.
IAK: frequently asked questions
What does IAK invest in?
iShares U.S. Insurance ETF invests in a portfolio of securities. Its largest holdings are Porch Group Inc (0.0%), CNO Financial Group Inc (0.0%), Lincoln National Corporation (0.0%), White Mountains Insurance Group Ltd (0.0%), Palomar Holdings Inc (0.0%).
What is the IAK expense ratio?
0.42% a year: about $42.00 for every $10,000 invested.
What is the IAK dividend yield?
2.69%. ATLAS does not hold the exact distribution dates for ETFs.
Will IAK go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 54%, with a likely range (50%) of $146.74 to $155.95 from $150.59 today. It is a probability, not a prediction.
How has IAK performed?
Year to date +6.4%, one year +10.2%, three years +16.8% a year, five years +13.6% a year. Past returns do not guarantee future results.
Similar ETFs: US large caps
- Vanguard Total Stock Market ETF (VTI)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Schwab U.S. Large-Cap ETF (SCHX)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Vanguard Morningstar Large-Cap ETF (VV)
- Dimensional U.S. Core Equity 2 ETF (DFAC)
- iShares MSCI USA Quality Factor ETF (QUAL)
Educational information, not investment advice. Disclaimer