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IAK vs IYG

iShares U.S. Insurance ETF vs iShares U.S. Financial Services ETF

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

IYG

iShares U.S. Financial Services ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

Key differences

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

Side-by-side comparison

IAKIYG
Annual cost (TER)0.38%0.38%
Fund size (AUM)$371M$2.0B
Since20062000
Dividend yield2.66%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.7%+9.3%
CAGR 3Y+18.0%+21.7%
CAGR 5Y+12.6%+8.9%
Sharpe 3Y0.881.00
Volatility 1Y14.76%15.46%
Max drawdown-44.95%-44.32%

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

Similar to IAK and IYG