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IAK vs IXG

iShares U.S. Insurance ETF vs iShares Global Financials ETF

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

IXG

iShares Global Financials ETF

iShares

Annual cost

0.41%

Fund size

$541M

Key differences

  • IAK covers north america markets; IXG covers global.
  • Over the last 3 years, IXG has delivered higher annualized returns.
  • IXG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IAKIXG
Annual cost (TER)0.38%0.41%
Fund size (AUM)$371M$541M
Since20062001
Dividend yield2.66%2.03%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+2.7%+16.0%
CAGR 3Y+18.0%+23.4%
CAGR 5Y+12.6%+11.7%
Sharpe 3Y0.881.24
Volatility 1Y14.76%13.67%
Max drawdown-44.95%-43.47%

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

Similar to IAK and IXG