IAK vs SCHB: holdings overlap, shared companies and scores
As of October 9, 2026, IAK and SCHB overlap 1.2% by weight. iShares U.S. Insurance ETF (IAK): U.S. insurance carriers. Schwab U.S. Broad Market ETF (SCHB): U.S. broad market stocks.
Updated October 9, 2026
Where IAK and SCHB trade against their own history
IAK trades at 10.1 times earnings, against its own median of 12.7, and is cheaper than 87% of its own last 9 years.
SCHB trades at 24.2 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
What moved IAK and SCHB this week
IAK rose 2.1% in the week to October 9, 2026. The holdings that moved it most were Progressive (+3.4%), Chubb (+3.1%) and The Travelers (+2.3%); Principal Financial (−4.2%) pushed the other way.
SCHB rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.
What do IAK and SCHB each hold?
What's inside IAK: Tech 0%.
67% of IAK is its ten largest holdings.
What's inside SCHB: Tech 43%, Magnificent 7 31%.
35% of SCHB is its ten largest holdings.
How much do IAK and SCHB overlap? 1.2% by weight
As of October 9, 2026, IAK and SCHB overlap 1.2% by weight.
99% of IAK is already inside SCHB.
1% of SCHB is already inside IAK.
IAK holds 62 companies and SCHB holds 2,387; 58 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IAK and SCHB? 5.4 and 6.5 out of 10
As of October 9, 2026, ETF Copilot scores IAK 5.4 out of 10 and SCHB 6.5 out of 10.
They differ most on Growth: IAK 0.1 and SCHB 7.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IAK | SCHB |
|---|---|---|
| Growth | 0.1 | 7.1 |
| Value | 8.3 | 3.1 |
| Risk | 8.0 | 6.2 |
| Quality | 6.4 | 7.7 |
| Return | 6.3 | 7.6 |
SCHB is the cheaper of the two at 0.03% a year
As of October 9, 2026, IAK charges 0.37% a year, yields 2.54% and holds $421M in assets across 62 positions.
As of October 9, 2026, SCHB charges 0.03% a year, yields 1.01% and holds $45.1B in assets across 2387 positions.
| Measure | IAK | SCHB |
|---|---|---|
| Expense ratio | 0.37% | 0.03% |
| Dividend yield | 2.54% | 1.01% |
| Assets under management | $421M | $45.1B |
| Holdings | 62 | 2387 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IAK vs SCHB holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iak-vs-schb
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