GK vs. IAK
GK (AdvisorShares Gerber Kawasaki ETF) and IAK (iShares U.S. Insurance ETF) are both exchange-traded funds - GK is a Large Cap Growth Equities fund actively managed by AdvisorShares, while IAK is a Financials Equities fund tracking the Dow Jones U.S. Select Insurance Index. GK is actively managed, while IAK is passively managed. Over the past 5 years, GK returned 2.34%/yr vs 15.99%/yr for IAK. Their 0.30 correlation means their historical movements had little consistent relationship. GK charges 0.75%/yr vs 0.38%/yr for IAK.
Performance
GK vs. IAK - Performance Comparison
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Returns By Period
In the year-to-date period, GK achieves a 12.37% return, which is significantly higher than IAK's 10.11% return.
GK
- 1D
- 1.82%
- 1M
- -0.91%
- 6M
- 11.15%
- YTD
- 12.37%
- 1Y
- 17.72%
- 3Y*
- 17.67%
- 5Y*
- 2.34%
- 10Y*
- —
- ALL TIME*
- 2.85%
IAK
- 1D
- 0.03%
- 1M
- -0.03%
- 6M
- 12.56%
- YTD
- 10.11%
- 1Y
- 19.67%
- 3Y*
- 19.67%
- 5Y*
- 15.99%
- 10Y*
- 13.18%
- ALL TIME*
- 7.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $27.34K | $30.78K | $45.67K | |
| $15.27M | $20.59M | $12.29M |
GK vs. IAK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
GK AdvisorShares Gerber Kawasaki ETF | 12.37% | 17.78% | 20.10% | 21.19% | -42.76% | 4.61% |
IAK iShares U.S. Insurance ETF | 10.11% | 9.50% | 28.25% | 11.28% | 11.33% | 8.09% |
Correlation
The correlation between GK and IAK is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.10 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2021 | 0.30 |
The correlation between GK and IAK shifts across timeframes, from -0.20 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
GK vs. IAK - Sectors Allocation Comparison
Sectors
GK
IAK
Technology
-
Industrials
-
Communication Services
-
Healthcare
Financial Services
Utilities
-
Consumer Cyclical
-
Consumer Defensive
-
Basic Materials
-
-
Energy
-
-
Real Estate
-
-
Technology
GK
IAK
-
Industrials
GK
IAK
-
Communication Services
GK
IAK
-
Healthcare
GK
IAK
Financial Services
GK
IAK
Utilities
GK
IAK
-
Consumer Cyclical
GK
IAK
-
Consumer Defensive
GK
IAK
-
Basic Materials
GK
-
IAK
-
Energy
GK
-
IAK
-
Real Estate
GK
-
IAK
-
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Return for Risk
GK vs. IAK — Risk / Return Rank
GK
IAK
GK vs. IAK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Gerber Kawasaki ETF (GK) and iShares U.S. Insurance ETF (IAK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GK | IAK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.59 | -1.42 |
| Martin ratioReturn relative to average drawdown | 4.00 | 6.29 | -2.30 |
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Drawdowns
GK vs. IAK - Drawdown Comparison
The maximum GK drawdown since its inception was -47.72%, smaller than the maximum IAK drawdown of -77.38%. Use the drawdown chart below to compare losses from any high point for GK and IAK.
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Drawdown Indicators
| GK | IAK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.72% | -77.38% | +29.66% |
Max Drawdown (1Y)Largest decline over 1 year | -15.13% | -7.62% | -7.51% |
Max Drawdown (3Y)Largest decline over 3 years | -23.62% | -11.58% | -12.04% |
Max Drawdown (5Y)Largest decline over 5 years | -47.72% | -14.76% | -32.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.95% | — |
Current DrawdownCurrent decline from peak | -4.59% | -3.20% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -23.36% | -16.01% | -7.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 3.13% | +1.31% |
Volatility
GK vs. IAK - Volatility Comparison
AdvisorShares Gerber Kawasaki ETF (GK) has a higher volatility of 7.21% compared to iShares U.S. Insurance ETF (IAK) at 6.56%. This indicates that GK's price experiences larger fluctuations and is considered to be riskier than IAK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GK | IAK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 6.56% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 12.42% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.80% | 15.99% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.13% | 18.13% | +6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.01% | 20.92% | +3.09% |
GK vs. IAK - Expense Ratio Comparison
GK has a 0.75% expense ratio, which is higher than IAK's 0.38% expense ratio.
Dividends
GK vs. IAK - Dividend Comparison
GK's dividend yield for the trailing twelve months is around 0.07%, less than IAK's 2.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GK AdvisorShares Gerber Kawasaki ETF | 0.07% | 0.08% | 0.00% | 0.13% | 1.30% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IAK iShares U.S. Insurance ETF | 2.42% | 1.69% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% |
Frequently Asked Questions
GK and IAK have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GK has higher volatility (7.21%) compared to IAK (6.56%). In terms of maximum drawdown, GK dropped -47.72% vs IAK's -77.38%.
On 5-year performance, IAK leads with 15.99% vs 2.34% for GK. On fees, IAK is cheaper at 0.38% per year. On volatility, IAK has been the lower-risk option at 6.56%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IAK has performed better with a 15.99% return vs 2.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IAK is cheaper with a 0.38% expense ratio, compared with 0.75% for GK.
IAK has the higher dividend yield at 2.42%, compared with 0.07% for GK.
GK is categorized as Large Cap Growth Equities, while IAK is Financials Equities. They also come from different issuers: AdvisorShares and iShares. Their fees differ too: 0.75% for GK and 0.38% for IAK.
IAK currently has the higher Sharpe Ratio (1.24 vs 0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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