Screener
FNCL vs IAK
Fidelity MSCI Financials Index ETF vs iShares U.S. Insurance ETF
Key differences
Both FNCL and IAK are equity ETFs. FNCL charges 0.08% a year and IAK 0.38%. The main difference: FNCL costs 0.30% less per year.
- FNCL costs 0.30% less per year.
- FNCL is much larger than IAK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FNCL has delivered higher annualized returns.
- IAK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNCL | IAK | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.38% |
| Fund size (AUM) | $2.2B | $359M |
| Since | 2013 | 2006 |
| Dividend yield | 1.67% | 2.75% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +0.1% |
| CAGR 3Y | +20.3% | +18.8% |
| CAGR 5Y | +8.4% | +12.2% |
| Sharpe 3Y | 0.97 | 0.92 |
| Volatility 1Y | 14.99% | 15.16% |
| Max drawdown | -44.38% | -44.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.