IAI vs. MA
Compare and contrast key facts about iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) and Mastercard Inc (MA).
IAI is a passively managed fund by iShares that tracks the performance of the DJ US Select / Investment Services. It was launched on May 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAI or MA.
Correlation
The correlation between IAI and MA is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IAI vs. MA - Performance Comparison
Key characteristics
IAI:
1.00
MA:
0.76
IAI:
1.49
MA:
1.15
IAI:
1.22
MA:
1.17
IAI:
1.05
MA:
0.95
IAI:
4.02
MA:
3.94
IAI:
6.04%
MA:
4.04%
IAI:
24.46%
MA:
20.99%
IAI:
-75.33%
MA:
-62.67%
IAI:
-12.53%
MA:
-7.28%
Returns By Period
In the year-to-date period, IAI achieves a -3.30% return, which is significantly lower than MA's 1.63% return. Over the past 10 years, IAI has underperformed MA with an annualized return of 14.38%, while MA has yielded a comparatively higher 20.23% annualized return.
IAI
-3.30%
-3.82%
3.84%
25.35%
22.31%
14.38%
MA
1.63%
-2.69%
5.47%
16.13%
16.26%
20.23%
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Risk-Adjusted Performance
IAI vs. MA — Risk-Adjusted Performance Rank
IAI
MA
IAI vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) and Mastercard Inc (MA). 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
IAI vs. MA - Dividend Comparison
IAI's dividend yield for the trailing twelve months is around 1.17%, more than MA's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF | 1.17% | 1.05% | 1.80% | 2.14% | 1.31% | 1.55% | 1.52% | 1.58% | 1.37% | 1.48% | 1.31% | 1.13% |
MA Mastercard Inc | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
IAI vs. MA - Drawdown Comparison
The maximum IAI drawdown since its inception was -75.33%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for IAI and MA. For additional features, visit the drawdowns tool.
Volatility
IAI vs. MA - Volatility Comparison
iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) has a higher volatility of 15.97% compared to Mastercard Inc (MA) at 13.56%. This indicates that IAI's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.