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IYF vs IAK

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

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

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

IYFIAK
Annual cost (TER)0.38%0.38%
Fund size (AUM)$3.4B$371M
Since20002006
Dividend yield1.54%2.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.6%+2.7%
CAGR 3Y+22.0%+18.0%
CAGR 5Y+10.4%+12.6%
Sharpe 3Y1.060.88
Volatility 1Y14.37%14.76%
Max drawdown-42.57%-44.95%

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

Similar to IYF and IAK