Trust and Insurance ETFs

Trust and Insurance ETFs
  • Pininvest Analysis

While insurance has a record of reliable performance in the finance industry, the track record of the ETFs  in our theme reflects the catastrophe-prone year 2017

Market cap weighted iShares IAK/NYSEARCA is diversified in property and casualty (app. 46%), life (app. 31%) and multiline (app. 16%), with the top listed firms accounting for the majority of the fund’s assets

Modified equal weighted SPDR KIE/NYSEARCA includes all segments of the insurance industry : property and casualty (app. 40%), life & health (app. 25%), as well as multiline, reinsurance, and brokerage

Modified equal weighted PowerShares KBWP/NASDAQ is invested exclusively in property and casualty – which tend to be short-term and less risky than longer term contracts (such as life or long-term care) – and would benefit from short term rising interest rates

Along with 2 Financials ETFs, exposed to both the insurance and the real estate sectors – with weights of respectively 14% and 18% for iShares U.S. Financials ETF IYF/NYSEARCA and 23% and 17% for First Trust Financials AlphaDEX Fund FXO/NYSEARCA – the group performance is middling but volatility remains markedly low

More on the reinsurance business of Berkshire Hathaway BRK_B/NYSE

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Trust and Insurance ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
Berkshire Hathaway BRK_B NYSE - - USD 230.20 - 12.6% 14%   15% -10%
First Trust Financials AlphaDEX Fund FXO NYSEARCA Finance Broad Financials USD 33.98 2.0 B 17.0% 13%   17% -8%
Invesco KBW Property & Casualty Insurance Portfolio KBWP NASDAQ Finance Insurance USD 72.93 101 M 25.0% 14%   16% -7%
iShares Dow Jones US Financial Sector Index Fund IYF NYSEARCA Finance Broad Financials USD 140.67 1.9 B 24.1% 12%   16% -7%
iShares U.S. Insurance ETF IAK NYSEARCA Finance Insurance USD 73.09 99 M 20.3% 14%   18% -7%
SPDR S&P Insurance ETF KIE NYSEARCA Finance Insurance USD 36.17 917 M 21.4% 13%   18% -6%