XLF vs IAK
YTDYear to date
IAK wins+7.6 pts
Past year
IAK wins+9.8 pts
Fee
XLF winslower fee
Yield
IAK wins+0.9 pts
AUM
XLF112.6× more
3–1IAK wins
XLF and IAK · year-to-date · as of Nov 6, 2026 · AUM not scored
IAK vs S&P 500
YTD$151.68 · −1.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.0%+9.7%+2.8%+13.9%+21.2%+70.9%+97.1%+310.1%
Peer average−2.5%+4.4%−3.8%+6.4%+14.6%+88.5%+50.1%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
iShares IAK and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
IAK’s Holdings
TodayPGRProgressive13.6%CB13.0%TRV8.5%ALL6.7%AFL4.6%PRU4.5%MET4.5%AIG4.4%ACGL3.9%HIG3.9%CINF3.0%MKL2.5%PFG2.4%L1.9%WRB1.8%AIZ1.6%GL1.3%UNM1.1%AFG1.1%FNF1.1%OSCRORI43 more
PGRProgressive13.6%CB13.0%TRV8.5%ALL6.7%AFL4.6%PRU4.5%MET4.5%AIG4.4%ACGL3.9%HIG3.9%CINF3.0%MKL53 more
Insurance - PropertyInsurance - LifeInsurance - DiversifiedAsset ManagementInsurance - SpecialtyMedical - Healthcare Plans
iShares IAK · 65 holdings · tile size = share of the fund · as of Nov 5, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +6.3% | +6.3% | $55.5B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +5.8% | +5.8% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +6.2% | +6.2% | $6.9B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +13.5% | +13.5% | $4.4B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.5% | +4.2% | +4.2% | $3.8B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.2% | +9.2% | +9.2% | $3.0B | |
| 7 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +5.8% | +5.8% | $2.3B | |
| 8 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +4.5% | +4.5% | $2.3B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.6% | −3.3% | −3.3% | $2.1B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +13.7% | +13.7% | $1.6B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.1% | +10.1% | +10.1% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.2% | +10.3% | +10.3% | $709M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +10.3% | +10.3% | $636M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.9% | −6.3% | −6.3% | $595M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +10.0% | +10.0% | $573M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +13.9% | +13.9% | $493M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 6, 2026
IAK Payouts by Year
13YLatest payout, Sep 2026
$0.51
a share · every quarter
2.4% yield
2.4% yield
13 years added up
$19.70 a share
$19.70 a share
iShares IAK · per-share distributions by ex-date · 2014–2026
IAK’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDR ETFReadVersus | 0.08% | 1.4% | −2.9% | +6.3% | +11.4% | $55.5B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | −2.8% | +5.8% | +11.2% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | −3.5% | +6.2% | +17.1% | $6.9B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | −2.5% | +13.5% | +23.8% | $4.4B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.5% | −2.8% | +4.2% | +9.9% | $3.8B | |
| 6 | IAK | iShares U.S. Insurance ETFThis fund | 0.37% | 2.4% | −1.0% | +13.9% | +21.2% | $493M |
#4 of 29 this year · #16 cheapest of 33 · sorted by assetsOpen the Sectors table →
IAK and its peer group · total return · as of Nov 6, 2026
Cards for This View
IAK’s Top 10 Holdings
Today67.6%of IAK sits in these 10
iShares IAK · weight in the fund · as of Nov 5, 2026
IAK’s Holdings
TodayPGRProgressive13.6%CB13.0%TRV8.5%ALL6.7%AFL4.6%PRU4.5%MET4.5%AIG4.4%ACGL3.9%HIG3.9%CINF3.0%MKL2.5%PFG2.4%L1.9%WRB1.8%AIZ1.6%GL1.3%UNM1.1%AFG1.1%FNF1.1%OSCRORI43 more
PGRProgressive13.6%CB13.0%TRV8.5%ALL6.7%AFL4.6%PRU4.5%MET4.5%AIG4.4%ACGL3.9%HIG3.9%CINF3.0%MKL53 more
Insurance - PropertyInsurance - LifeInsurance - DiversifiedAsset ManagementInsurance - SpecialtyMedical - Healthcare Plans
iShares IAK · 65 holdings · tile size = share of the fund · as of Nov 5, 2026
IAK vs Peer Average
YTDIAKAvsBPeer average
1D−1.0%−2.5%
1M+9.7%+4.4%
3M+2.8%−3.8%
YTD+13.9%+6.4%
1Y+21.2%+14.6%
3Y+70.9%+88.5%
5Y+97.1%+50.1%
6–1IAK wins
32 Financials peers · each row scaled to its leader