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IXG vs IAK

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

IXG

iShares Global Financials ETF

iShares

Annual cost

0.41%

Fund size

$541M

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

Key differences

  • IXG covers global markets; IAK covers north america.
  • 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

IXGIAK
Annual cost (TER)0.41%0.38%
Fund size (AUM)$541M$371M
Since20012006
Dividend yield2.03%2.66%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.0%+2.7%
CAGR 3Y+23.4%+18.0%
CAGR 5Y+11.7%+12.6%
Sharpe 3Y1.240.88
Volatility 1Y13.67%14.76%
Max drawdown-43.47%-44.95%

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

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