KQQQ vs. IAK
KQQQ (Kurv Technology Titans Select ETF) and IAK (iShares U.S. Insurance ETF) are both exchange-traded funds - KQQQ is a Technology Equities fund actively managed by Kurv, while IAK is a Financials Equities fund tracking the Dow Jones U.S. Select Insurance Index. KQQQ is actively managed, while IAK is passively managed. Over the past year, KQQQ returned 25.10% vs 19.67% for IAK. Their -0.03 correlation means they have often moved in opposite directions in the past. KQQQ charges 0.99%/yr vs 0.38%/yr for IAK.
Performance
KQQQ vs. IAK - Performance Comparison
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Returns By Period
In the year-to-date period, KQQQ achieves a 12.96% return, which is significantly higher than IAK's 10.11% return.
KQQQ
- 1D
- 1.52%
- 1M
- -1.24%
- 6M
- 11.84%
- YTD
- 12.96%
- 1Y
- 25.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.87%
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) |
|---|---|---|---|
| $15.27M | $20.59M | $12.29M | |
| $1.35M | $1.22M | $1.55M |
KQQQ vs. IAK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
KQQQ Kurv Technology Titans Select ETF | 12.96% | 16.64% | 11.50% |
IAK iShares U.S. Insurance ETF | 10.11% | 9.50% | 9.18% |
Correlation
The correlation between KQQQ and IAK is -0.24, 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. | -0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2024 | -0.03 |
Over the past year, the inverse relationship between KQQQ and IAK has strengthened: their correlation has moved from -0.03 to -0.24, meaning they now move in opposite directions more often than their long-term average.
KQQQ vs. IAK - Sectors Allocation Comparison
Sectors
KQQQ
IAK
Technology
-
Communication Services
-
Consumer Cyclical
-
Industrials
-
Financial Services
Healthcare
Basic Materials
-
-
Consumer Defensive
-
-
Energy
-
-
Real Estate
-
-
Utilities
-
-
Technology
KQQQ
IAK
-
Communication Services
KQQQ
IAK
-
Consumer Cyclical
KQQQ
IAK
-
Industrials
KQQQ
IAK
-
Financial Services
KQQQ
IAK
Healthcare
KQQQ
IAK
Basic Materials
KQQQ
-
IAK
-
Consumer Defensive
KQQQ
-
IAK
-
Energy
KQQQ
-
IAK
-
Real Estate
KQQQ
-
IAK
-
Utilities
KQQQ
-
IAK
-
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Return for Risk
KQQQ vs. IAK — Risk / Return Rank
KQQQ
IAK
KQQQ vs. IAK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Technology Titans Select ETF (KQQQ) 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.
| KQQQ | IAK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.59 | -1.14 |
| Martin ratioReturn relative to average drawdown | 4.40 | 6.29 | -1.90 |
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Drawdowns
KQQQ vs. IAK - Drawdown Comparison
The maximum KQQQ drawdown since its inception was -26.15%, smaller than the maximum IAK drawdown of -77.38%. Use the drawdown chart below to compare losses from any high point for KQQQ and IAK.
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Drawdown Indicators
| KQQQ | IAK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.15% | -77.38% | +51.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.30% | -7.62% | -9.68% |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.58% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.76% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.95% | — |
Current DrawdownCurrent decline from peak | -6.21% | -3.20% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -16.01% | +11.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 3.13% | +2.59% |
Volatility
KQQQ vs. IAK - Volatility Comparison
Kurv Technology Titans Select ETF (KQQQ) and iShares U.S. Insurance ETF (IAK) have volatilities of 6.62% and 6.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KQQQ | IAK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 6.56% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 12.42% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.21% | 15.99% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 18.13% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.60% | 20.92% | +2.68% |
KQQQ vs. IAK - Expense Ratio Comparison
KQQQ has a 0.99% expense ratio, which is higher than IAK's 0.38% expense ratio.
Dividends
KQQQ vs. IAK - Dividend Comparison
KQQQ's dividend yield for the trailing twelve months is around 15.88%, more than IAK's 2.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KQQQ Kurv Technology Titans Select ETF | 15.88% | 12.01% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
KQQQ and IAK have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KQQQ has higher volatility (6.62%) compared to IAK (6.56%). In terms of maximum drawdown, KQQQ dropped -26.15% vs IAK's -77.38%.
On 1-year performance, KQQQ leads with 25.10% vs 19.67% for IAK. On fees, IAK is cheaper at 0.38% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, KQQQ has performed better with a 25.10% return vs 19.67%. 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 0.99% for KQQQ.
KQQQ has the higher dividend yield at 15.88%, compared with 2.42% for IAK.
KQQQ is categorized as Technology Equities, while IAK is Financials Equities. They also come from different issuers: Kurv and iShares. Their fees differ too: 0.99% for KQQQ and 0.38% for IAK.
KQQQ currently has the higher Sharpe Ratio (1.25 vs 1.24), 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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