See what your fund actually adds

iShares U.S. Insurance ETF IAK

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

IAK compared with its replication portfolio
MeasureIAKReplication
Annualized growth13.3%8.5%
Annualized volatility17.2%15.0%
Sharpe ratio0.810.62
Maximum drawdown13.8%19.5%
Replication fit (R²)0.70 · Tracking error 9.5%

Replication portfolio

The published portfolio below is the investable basket used to model IAK’s historical return behavior.

IAK replication basket weights
TickerBuilding blockWeight
XLFSector · Financials64.0%
XLPSector · Cons Staples13.3%
XLVSector · Healthcare13.0%
XLUSector · Utilities9.6%