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 0.16, 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.
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IAI vs. MA - Performance Comparison
Key characteristics
IAI:
0.44
MA:
0.17
IAI:
0.71
MA:
0.34
IAI:
1.10
MA:
1.05
IAI:
0.43
MA:
0.21
IAI:
2.10
MA:
0.73
IAI:
4.53%
MA:
4.37%
IAI:
21.58%
MA:
18.98%
IAI:
-75.33%
MA:
-62.67%
IAI:
-21.95%
MA:
-15.02%
Returns By Period
In the year-to-date period, IAI achieves a -13.71% return, which is significantly lower than MA's -6.85% return. Over the past 10 years, IAI has underperformed MA with an annualized return of 13.20%, while MA has yielded a comparatively higher 19.49% annualized return.
IAI
-13.71%
-15.47%
-3.79%
10.09%
21.57%
13.20%
MA
-6.85%
-12.27%
-1.31%
4.85%
16.32%
19.49%
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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 1.31%, more than MA's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|
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
The current volatility for iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) is NaN%, while Mastercard Inc (MA) has a volatility of NaN%. This indicates that IAI experiences smaller price fluctuations and is considered to be less risky than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with IAI or MA
Recent discussions
Screener
michael
Performance return calculation
Is the performance return calculation include dividend or interest paid and for the case of ETF's is the expense fee subtracted?
Thanks!
Marcus Crahan
Bonds (BND and/or BNDX) are greatly favored over stocks by the optimizer
I have not seem many orange lines winning against original or benchmark no matter what I do. But the software seems to be doing something when all is stock or stock ETFs. However, Bonds and Stocks don't work well together. The moment I add BND or BNDX, the optimizer puts almost all of the weight in the bonds. I ran out of the free limit of calculations.
Maybe it's a message we all need to hear: invest in bond ETFs. Maybe I'm not using the tool correctly. Maybe there is something wrong with the tool.
I don't know.
-- Fred
Fred