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IYY vs IAK

iShares Dow Jones U.S. ETF vs iShares U.S. Insurance ETF

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

IAK

iShares U.S. Insurance ETF

iShares

Annual cost

0.38%

Fund size

$371M

Key differences

  • IYY costs 0.18% less per year.
  • IYY is significantly larger than IAK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYYIAK
Annual cost (TER)0.20%0.38%
Fund size (AUM)$2.9B$371M
Since20002006
Dividend yield0.91%2.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+2.7%
CAGR 3Y+22.8%+18.0%
CAGR 5Y+13.0%+12.6%
Sharpe 3Y1.210.88
Volatility 1Y12.15%14.76%
Max drawdown-34.90%-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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