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Upturn AI SWOT - About
iShares U.S. Insurance ETF (IAK)
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Upturn Advisory Summary
09/16/2025: IAK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.74% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.6 | 52 Weeks Range 109.56 - 138.62 | Updated Date 06/29/2025 |
52 Weeks Range 109.56 - 138.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Insurance ETF
ETF Overview
Overview
The iShares U.S. Insurance ETF (IAK) seeks to track the investment results of an index composed of U.S. equities in the insurance sector. It offers exposure to companies that provide insurance policies, reinsurance, and related services.
Reputation and Reliability
BlackRock is a well-established and reputable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs, including sector-specific funds like IAK.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the insurance sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the ICE US Insurance Index.
Composition The ETF holds stocks of companies primarily involved in the insurance industry, weighted by market capitalization.
Market Position
Market Share: IAK holds a notable market share within the insurance ETF segment, but it is not the only player.
Total Net Assets (AUM): 374500000
Competitors
Key Competitors
- Invesco KBW Property & Casualty Insurance ETF (KBWP)
- SPDR S&P Insurance ETF (KIE)
Competitive Landscape
The insurance ETF market is relatively concentrated, with IAK holding a significant portion. Competitors like KBWP and KIE offer alternative weighting methodologies and expense ratios, potentially appealing to different investor preferences. IAK's market-cap weighting provides broad exposure, while others may focus on specific segments or equal weighting.
Financial Performance
Historical Performance: Historical performance data needs to be extracted from financial data providers to be numerically represented and used for plotting.
Benchmark Comparison: Benchmark comparison data needs to be extracted from financial data providers to be numerically represented and used for plotting.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IAK exhibits sufficient average trading volume to facilitate efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread for IAK is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Interest rates, regulatory changes, and macroeconomic conditions significantly impact the insurance sector and, consequently, IAK's performance. Claims activity (e.g., from natural disasters) also plays a crucial role.
Growth Trajectory
IAK's growth is tied to the overall health and expansion of the insurance industry, with trends like increased insurance penetration in emerging markets and technological advancements influencing its trajectory.
Moat and Competitive Advantages
Competitive Edge
IAK benefits from BlackRock's established brand and extensive distribution network. Its passive, market-cap-weighted approach offers broad exposure to the U.S. insurance sector at a reasonable expense ratio. The ETF's high liquidity and trading volume further enhance its attractiveness to investors. Its scale allows for efficient tracking and minimized tracking error compared to smaller competitors. The fundu2019s diversification reduces idiosyncratic risk relative to individual insurance stocks.
Risk Analysis
Volatility
IAK's volatility is generally moderate but can be influenced by factors such as interest rate fluctuations and major catastrophic events.
Market Risk
The ETF is subject to market risk, including sector-specific risks related to the insurance industry, such as underwriting cycles and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor for IAK is someone seeking targeted exposure to the U.S. insurance sector as part of a diversified portfolio. Investors with a long-term investment horizon and a moderate risk tolerance are suitable.
Market Risk
IAK is well-suited for long-term investors seeking to gain exposure to the insurance sector. It may also appeal to active traders looking to express a tactical view on the industry.
Summary
IAK provides targeted exposure to the U.S. insurance sector through a market-cap-weighted index. BlackRock's management and the ETF's high liquidity make it a convenient option for investors. The fundu2019s performance is subject to factors influencing the insurance industry, including interest rates and claim events. Investors should assess their risk tolerance and investment goals before investing. With moderate expenses, IAK provides a diversified method for those seeking to invest in the insurance sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Insurance ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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