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EUFN vs IAK

iShares MSCI Europe Financials ETF vs iShares U.S. Insurance ETF

EUFN

iShares MSCI Europe Financials ETF

iShares

Annual cost

0.49%

Fund size

$3.6B

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

Key differences

  • IAK costs 0.11% less per year.
  • EUFN is significantly larger than IAK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EUFN has delivered higher annualized returns.

Side-by-side comparison

EUFNIAK
Annual cost (TER)0.49%0.38%
Fund size (AUM)$3.6B$371M
Since20102006
Dividend yield3.50%2.66%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.4%+2.7%
CAGR 3Y+31.6%+18.0%
CAGR 5Y+18.2%+12.6%
Sharpe 3Y1.370.88
Volatility 1Y19.58%14.76%
Max drawdown-53.26%-44.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EUFN and IAK