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Global ETF Survey 2026

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Global ETF Survey 2026
ETF IssuersInvescoINSU
ETF screener
INSU
IE0007UJ6IE0
Passive ETFEquity

INSU ETF · Invesco Dow Jones US Insurance UCITS ETF

The INSU Exchange Traded Fund (ETF) is provided by Invesco. It is built to track an index: Dow Jones U.S. Select Insurance Index. The INSU ETF provides physical exposure, so by buying it you actually own parts of all the 57 underlying holdings. The dividend policy is capitalization.
Last update 6/5/2026, 7:00 AM UTC
LIVE
CLOSED
This fund is part ofUS Financials1M perf.+0.98%
Last price
$8.08
1M perf.
+1.66%
1M flows
-€22M
AuM
€90M
TER
0.35%
Rating
Not rated
ESG Consensus®
esg grade icon
INSU
$8.08

Performance & flows

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March 5, 2026 → June 5, 2026
0-6-4-2024%APRMAYJUNAPRMAYJUN
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INSU
$8.13
+0.33%
US Financials
+3.15%

Historic performance and flows

1M3M1Y3Y5YMTDQTDYTD
Perf.
+1.66%
icon
+0.33%
icon
+1.31%
icon
N/AN/A
+4.09%
+4.12%
-0.50%
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Flows

Key fund info

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Main characteristics
Issuer
ISIN
IE0007UJ6IE0
AuM
€90M
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TER
0.35%
icon
Replication rating
Not rated
ESG Consensus®
esg grade icon
icon
More details
NAV
6/5/2026
$8.13
1D NAV change
+3.18%
Dividend policy
Replication method
Direct (Physical)
Replication model
Full replication
No. of holdings
57
Inception date
7/10/2023
Jurisdiction
Ireland
Distribution
Sweden
Portugal
Norway
Netherlands
Austria
Legal structure
Open-end Investment Company
Base currency
USD
Classification
Product type
Asset class
Factors
N/A
Investment strategy
The objective of the Fund is to aim to track the Net Total Return performance of the Dow Jones U.S. Select Insurance Index (the “Index”), less fees, expenses and transaction costs.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Risk profile

Segment for quartile rank

Historical risk/return profile

3M1Y3Y5Y
Returns
+0.33%
icon
+1.31%
icon
N/A
N/A
Volatility
Perf./Volatility
Max drawdown
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
1
2
3
4
5
6
7
PRIIPS
1
2
3
4
5
6
7
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Exposure

Countries
USA
80.80%
Switzerland
13.28%
Bermuda
6.04%
Sectors
Financials
99.64%
Unavailable
0.36%
Diversification
Total weight of top 15 holdings out of 57
Top 15 holdings
Data as of April 30, 2026
PROGRESSIVE
CHUBB LTD
TRAVELERS COS INC/THE
ALLSTATE
METLIFE
AFLAC
HARTFORD FINANCIAL SERVICES GRUP
AMERICAN INTERNATIONAL GROUP
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ARCH CAPITAL GROUP
PRUDENTIAL FINL
CINCINNATI FINANCIAL
MARKET CORPORATION
WR BERKLEY
PRINCIPAL FINL
LOEWS
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More risk metrics are available, exclusively in Trackinsight Enterprise

Sustainability

Integrates ESG criteria
No
SDG

ESG Consensus® by Conser

Data as of March 31, 2026
Methodology

Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about INSU ETF's sustainability, based on their methodology.

Learn more about Conser

ESG Consensus®
esg grade icon

ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.


INSU’s has a Final Sustainability Grade of either B+, B, or B-.

This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
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Holdings review
81.77% of holdings have positive scoring
18.12% of holdings have negative scoring
5.66%
15.56%
60.55%
14.16%
Consensus levels
Strong
Medium
Weak
No data on remaining < 1% of holdings
More sustainability metrics are available, exclusively in Trackinsight Enterprise

Replication

Trackinsight replication rating:
Not rated
1-year trailing difference
As of May 29, 2026
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INSU
N/A
Replication quality
Calculated over 12m, as of May 29, 2026
Tracking error
Tracking difference
1-year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
Replication information
Index
Index ticker
Index dividend policy
Replication method
Replication model

Issuer

Invesco
Invesco ID Card
Number of funds
638
Total AuM
€981.1B
Expense ratio range
0.04% - 5.39%
Average expense ratio
0.3544%
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Frequently asked questions about INSU

What does Invesco Dow Jones US Insurance UCITS ETF, INSU, invest in?

INSU is a Passive ETF. This ETF provides exposure to US Insurance Equities.

Which benchmark or index does INSU replicate?

INSU tracks the Dow Jones U.S. Select Insurance NTR Index - USD, through a full replication replication method.

What is the Total Expense ratio (TER) of INSU?

INSU carries a total expense ratio (TER) of 0.35%, indicating the annual cost for holding the fund.

When was INSU launched?

INSU was introduced to the market on July 10, 2023. It trades on Sweden, among other exchanges

Who is the ETF issuer of INSU?

Invesco Dow Jones US Insurance UCITS ETF, INSU, is provided by Invesco. Learn more about Invesco here.

What is the current assets under management (AUM) of INSU?

INSU oversees €90M in assets as of June 5, 2026.

How has INSU performed lately?

Based on data from June 5, 2026, INSU returned 1.66% over the past month, 0.33% over the last three months and -0.50% year-to-date.

What are the latest inflows or outflows for INSU?

As of June 5, 2026, INSU recorded net flows of -€22M over the last month and -€22M year-to-date.

Does INSU distribute dividends?

INSU follows a capitalizing, meaning it reinvests income within the fund.

What are the main country or region exposures of INSU?

As of April 30, 2026, INSU has significant geographic allocations in USA, Switzerland and Bermuda.

In which sector or theme does INSU invest in?

As of April 30, 2026, INSU focuses largely on Financials.

How many securities does INSU hold and how diversified is it?

As of April 30, 2026, INSU holds 57 positions in its portfolio, with 78.94% of assets concentrated in its top 15 holdings.

What are the main positions in INSU?

As of April 30, 2026, INSU top three holdings include PROGRESSIVE, CHUBB LTD and TRAVELERS COS INC/THE.

What is the base currency of INSU?

The base currency of INSU is USD.

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