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IAK vs IYF

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

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

Key differences

  • IYF is significantly larger than IAK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYF has delivered higher annualized returns.
  • IYF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IAKIYF
Annual cost (TER)0.38%0.38%
Fund size (AUM)$371M$3.4B
Since20062000
Dividend yield2.66%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.7%+9.6%
CAGR 3Y+18.0%+22.0%
CAGR 5Y+12.6%+10.4%
Sharpe 3Y0.881.06
Volatility 1Y14.76%14.37%
Max drawdown-44.95%-42.57%

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

Similar to IAK and IYF