BDORY vs. IAK
Compare and contrast key facts about Banco Do Brasil SA (BDORY) and iShares U.S. Insurance ETF (IAK).
IAK is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Insurance Index. It was launched on May 5, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDORY or IAK.
Correlation
The correlation between BDORY and IAK is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BDORY vs. IAK - Performance Comparison
Key characteristics
BDORY:
0.03
IAK:
1.35
BDORY:
0.26
IAK:
1.89
BDORY:
1.03
IAK:
1.24
BDORY:
0.03
IAK:
1.87
BDORY:
0.06
IAK:
5.43
BDORY:
15.98%
IAK:
3.89%
BDORY:
30.64%
IAK:
15.71%
BDORY:
-79.00%
IAK:
-77.38%
BDORY:
-7.05%
IAK:
-6.66%
Returns By Period
In the year-to-date period, BDORY achieves a 34.82% return, which is significantly higher than IAK's 1.39% return. Over the past 10 years, BDORY has underperformed IAK with an annualized return of 9.15%, while IAK has yielded a comparatively higher 12.13% annualized return.
BDORY
34.82%
19.77%
4.56%
-2.73%
6.31%
9.15%
IAK
1.39%
1.10%
5.86%
17.97%
13.50%
12.13%
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Risk-Adjusted Performance
BDORY vs. IAK — Risk-Adjusted Performance Rank
BDORY
IAK
BDORY vs. IAK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Do Brasil SA (BDORY) and iShares U.S. Insurance ETF (IAK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BDORY vs. IAK - Dividend Comparison
BDORY's dividend yield for the trailing twelve months is around 9.32%, more than IAK's 1.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDORY Banco Do Brasil SA | 9.32% | 12.57% | 8.01% | 12.46% | 8.23% | 4.01% | 4.98% | 3.47% | 3.03% | 3.66% | 17.43% | 8.18% |
IAK iShares U.S. Insurance ETF | 1.47% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% | 1.57% |
Drawdowns
BDORY vs. IAK - Drawdown Comparison
The maximum BDORY drawdown since its inception was -79.00%, roughly equal to the maximum IAK drawdown of -77.38%. Use the drawdown chart below to compare losses from any high point for BDORY and IAK. For additional features, visit the drawdowns tool.
Volatility
BDORY vs. IAK - Volatility Comparison
Banco Do Brasil SA (BDORY) has a higher volatility of 9.71% compared to iShares U.S. Insurance ETF (IAK) at 4.23%. This indicates that BDORY's price experiences larger fluctuations and is considered to be riskier than IAK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.