iShares U.S. Insurance ETF (IAK)
IAK is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Select Insurance Index. IAK launched on May 5, 2006 and has a 0.43% expense ratio.
ETF Info
US4642887867
464288786
May 5, 2006
North America (U.S.)
1x
Dow Jones U.S. Select Insurance Index
Multi-Cap
Blend
Expense Ratio
IAK has an expense ratio of 0.43%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares U.S. Insurance ETF (IAK) returned 9.10% year-to-date (YTD) and 20.01% over the past 12 months. Over the past 10 years, IAK delivered an annualized return of 12.68%, outperforming the S&P 500 benchmark at 10.87%.
IAK
9.10%
5.61%
4.42%
20.01%
25.91%
12.68%
^GSPC (Benchmark)
1.30%
12.94%
1.49%
12.48%
15.82%
10.87%
Monthly Returns
The table below presents the monthly returns of IAK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.90% | 5.56% | 1.87% | -3.90% | 3.60% | 9.10% | |||||||
| 2024 | 6.82% | 4.21% | 5.70% | -4.90% | 4.68% | -3.19% | 6.79% | 6.63% | 0.76% | -2.20% | 9.47% | -7.94% | 28.25% |
| 2023 | 3.75% | -1.00% | -8.49% | 3.01% | -6.50% | 6.87% | 3.40% | 0.23% | 1.14% | 2.65% | 5.81% | 1.02% | 11.28% |
| 2022 | 2.01% | 0.84% | 6.49% | -6.28% | 3.52% | -5.97% | -0.84% | 1.23% | -4.48% | 15.00% | 3.75% | -2.61% | 11.33% |
| 2021 | -3.27% | 8.66% | 5.51% | 6.54% | 2.75% | -4.42% | -0.09% | 5.68% | -3.71% | 6.83% | -5.84% | 6.91% | 26.84% |
| 2020 | 0.22% | -10.92% | -21.30% | 4.89% | 3.53% | 2.60% | 4.24% | 2.21% | -4.27% | 1.52% | 13.44% | 5.65% | -2.86% |
| 2019 | 7.91% | 4.04% | -1.27% | 7.37% | -1.19% | 5.17% | 1.76% | -4.20% | 5.03% | -3.71% | 2.92% | 0.36% | 25.94% |
| 2018 | 2.03% | -4.34% | -0.02% | 1.14% | -2.97% | -2.45% | 6.70% | 0.59% | 0.89% | -7.50% | 2.02% | -7.26% | -11.48% |
| 2017 | 0.10% | 3.54% | -1.04% | 0.04% | 0.79% | 2.85% | 3.22% | -3.79% | 2.93% | 3.17% | 2.47% | -0.65% | 14.18% |
| 2016 | -6.53% | -1.98% | 7.04% | 0.92% | 4.23% | -3.13% | 1.42% | 3.91% | -0.45% | 0.34% | 8.88% | 3.18% | 18.17% |
| 2015 | -7.96% | 7.17% | 0.72% | -1.00% | 1.67% | 1.76% | 5.22% | -6.15% | -2.16% | 7.69% | 1.39% | -3.14% | 3.98% |
| 2014 | -7.47% | 3.35% | 1.86% | 0.68% | 0.71% | 3.01% | -4.12% | 5.78% | -2.46% | 3.37% | 1.75% | 1.37% | 7.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, IAK is among the top 17% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares U.S. Insurance ETF (IAK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares U.S. Insurance ETF provided a 1.64% dividend yield over the last twelve months, with an annual payout of $2.25 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.25 | $1.89 | $1.44 | $1.55 | $1.89 | $1.39 | $1.31 | $1.34 | $1.08 | $1.00 | $0.83 | $0.79 |
Dividend yield | 1.64% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% | 1.57% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Insurance ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | |||||||
| 2024 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.73 | $1.89 |
| 2023 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.43 | $1.44 |
| 2022 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.50 | $1.55 |
| 2021 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.51 | $1.89 |
| 2020 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.31 | $1.39 |
| 2019 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.31 | $1.31 |
| 2018 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.33 | $1.34 |
| 2017 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.32 | $1.08 |
| 2016 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $1.00 |
| 2015 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.83 |
| 2014 | $0.22 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 | $0.79 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Insurance ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares U.S. Insurance ETF was 77.38%, occurring on Mar 9, 2009. Recovery took 1461 trading sessions.
The current iShares U.S. Insurance ETF drawdown is 0.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.38% | May 23, 2007 | 452 | Mar 9, 2009 | 1461 | Dec 24, 2014 | 1913 |
| -44.96% | Feb 12, 2020 | 28 | Mar 23, 2020 | 241 | Mar 8, 2021 | 269 |
| -20.32% | Jan 29, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -16.97% | Dec 2, 2015 | 49 | Feb 11, 2016 | 138 | Aug 29, 2016 | 187 |
| -14.76% | Apr 21, 2022 | 109 | Sep 26, 2022 | 33 | Nov 10, 2022 | 142 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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