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IAI vs. MVST
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IAI vs. MVST

Last updated Jun 13, 2026

IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) is Financials Equities fund tracking the DJ US Select / Investment Services, while MVST (Microvast Holdings, Inc.) is a stock. Over the past 5 years, IAI returned 14.44%/yr vs -39.10%/yr for MVST. At a 0.26 correlation, their price movements are largely independent.

Performance

IAI vs. MVST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) and Microvast Holdings, Inc. (MVST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IAI achieves a 3.17% return, which is significantly higher than MVST's -59.64% return.

IAI

1D
1.83%
1M
2.57%
YTD
3.17%
6M
2.78%
1Y
21.00%
3Y*
28.06%
5Y*
14.44%
10Y*
19.37%

MVST

1D
0.00%
1M
-23.65%
YTD
-59.64%
6M
-62.46%
1Y
-72.10%
3Y*
-10.38%
5Y*
-39.10%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAI vs. MVST - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		3.17%25.80%34.37%15.27%-10.87%40.48%18.61%18.75%
MVST
Microvast Holdings, Inc.		-59.64%35.27%47.86%-8.50%-72.97%-66.90%71.69%2.15%

Correlation

The correlation between IAI and MVST is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2019

0.26

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares U.S. Broker-Dealers & Securities Exchanges ETF

Microvast Holdings, Inc.

Often compared with IAI:
IAI vs. KCEIAI vs. XLFIAI vs. SPYIAI vs. QQQIAI vs. KIEIAI vs. FASIAI vs. FXO
Often compared with MVST:
MVST vs. SNALMVST vs. BFLYMVST vs. CREXMVST vs. GRABMVST vs. AMPYMVST vs. UURAFMVST vs. IVV

Return for Risk

IAI vs. MVST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IAI
IAI Risk / Return Rank: 2929
Overall Rank
IAI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
IAI Sortino Ratio Rank: 3030
Sortino Ratio Rank
IAI Omega Ratio Rank: 2929
Omega Ratio Rank
IAI Calmar Ratio Rank: 2727
Calmar Ratio Rank
IAI Martin Ratio Rank: 2727
Martin Ratio Rank
MVST
MVST Risk / Return Rank: 1010
Overall Rank
MVST Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
MVST Sortino Ratio Rank: 1010
Sortino Ratio Rank
MVST Omega Ratio Rank: 1010
Omega Ratio Rank
MVST Calmar Ratio Rank: 77
Calmar Ratio Rank
MVST Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IAI vs. MVST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) and Microvast Holdings, Inc. (MVST). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IAIMVSTDifference
Sharpe ratioReturn per unit of total volatility
1.00
-0.77

+1.76

Sortino ratioReturn per unit of downside risk
1.43
-1.19

+2.62

Omega ratioGain probability vs. loss probability

1.18

0.85

+0.32

Calmar ratioReturn relative to maximum drawdown

1.17

-0.89

+2.06

Martin ratioReturn relative to average drawdown

3.33

-1.40

+4.72

IAI vs. MVST - Sharpe Ratio Comparison

The current IAI Sharpe Ratio is 1.00, which is higher than the MVST Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of IAI and MVST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IAI vs. MVST - Drawdown Comparison

The maximum IAI drawdown since its inception was -75.46%, smaller than the maximum MVST drawdown of -99.34%. Use the drawdown chart below to compare losses from any high point for IAI and MVST.

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Drawdown Indicators

IAIMVSTDifference

Max Drawdown

Largest peak-to-trough decline

-75.46%

-99.34%

+23.88%

Max Drawdown (1Y)

Largest decline over 1 year

-16.52%

-82.34%

+65.82%

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

-94.40%

+71.26%

Max Drawdown (5Y)

Largest decline over 5 years

-28.84%

-98.91%

+70.07%

Max Drawdown (10Y)

Largest decline over 10 years

-40.38%

—

—

Current Drawdown

Current decline from peak

-2.81%

-95.39%

+92.58%

Average Drawdown

Average peak-to-trough decline

-22.63%

-63.32%

+40.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.80%

52.31%

-46.51%

Volatility

IAI vs. MVST - Volatility Comparison

The current volatility for iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) is 5.98%, while Microvast Holdings, Inc. (MVST) has a volatility of 26.91%. This indicates that IAI experiences smaller price fluctuations and is considered to be less risky than MVST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IAIMVSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.98%

26.91%

-20.93%

Volatility (6M)

Calculated over the trailing 6-month period

15.34%

77.64%

-62.30%

Volatility (1Y)

Calculated over the trailing 1-year period

19.44%

95.37%

-75.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.48%

187.75%

-166.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.85%

159.77%

-136.92%

Dividends

IAI vs. MVST - Dividend Comparison

IAI's dividend yield for the trailing twelve months is around 1.05%, while MVST has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		1.05%0.95%1.05%1.80%2.14%1.31%1.55%1.52%1.58%1.37%1.49%1.31%
MVST
Microvast Holdings, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IAI and MVST have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MVST has higher volatility (26.91%) compared to IAI (5.98%). In terms of maximum drawdown, IAI dropped -75.46% vs MVST's -99.34%.

IAI currently has the higher Sharpe Ratio (1.00 vs -0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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