IAK vs. EUFN
Compare and contrast key facts about iShares U.S. Insurance ETF (IAK) and iShares MSCI Europe Financials ETF (EUFN).
IAK and EUFN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. EUFN is a passively managed fund by iShares that tracks the performance of the MSCI Europe Financials Index. It was launched on Jan 20, 2010. Both IAK and EUFN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IAK vs. EUFN - Performance Comparison
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IAK vs. EUFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAK iShares U.S. Insurance ETF | -4.32% | 9.50% | 28.25% | 11.28% | 11.33% | 26.84% | -2.86% | 25.94% | -11.48% | 14.18% |
EUFN iShares MSCI Europe Financials ETF | -6.04% | 65.73% | 17.20% | 26.15% | -8.78% | 19.13% | -8.55% | 20.73% | -23.14% | 26.94% |
Returns By Period
In the year-to-date period, IAK achieves a -4.32% return, which is significantly higher than EUFN's -6.04% return. Both investments have delivered pretty close results over the past 10 years, with IAK having a 12.01% annualized return and EUFN not far behind at 11.63%.
IAK
- 1D
- 0.63%
- 1M
- -4.62%
- YTD
- -4.32%
- 6M
- -2.34%
- 1Y
- -4.39%
- 3Y*
- 16.73%
- 5Y*
- 13.54%
- 10Y*
- 12.01%
EUFN
- 1D
- 4.25%
- 1M
- -7.58%
- YTD
- -6.04%
- 6M
- 2.94%
- 1Y
- 27.35%
- 3Y*
- 29.23%
- 5Y*
- 17.62%
- 10Y*
- 11.63%
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IAK vs. EUFN - Expense Ratio Comparison
IAK has a 0.43% expense ratio, which is lower than EUFN's 0.48% expense ratio.
Return for Risk
IAK vs. EUFN — Risk / Return Rank
IAK
EUFN
IAK vs. EUFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Insurance ETF (IAK) and iShares MSCI Europe Financials ETF (EUFN). 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.
| IAK | EUFN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 1.24 | -1.48 |
Sortino ratioReturn per unit of downside risk | -0.20 | 1.76 | -1.95 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.24 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.28 | 1.74 | -2.02 |
Martin ratioReturn relative to average drawdown | -0.69 | 6.10 | -6.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IAK | EUFN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 1.24 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.82 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.48 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.25 | +0.01 |
Correlation
The correlation between IAK and EUFN is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IAK vs. EUFN - Dividend Comparison
IAK's dividend yield for the trailing twelve months is around 2.75%, less than EUFN's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAK iShares U.S. Insurance ETF | 2.75% | 1.69% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% |
EUFN iShares MSCI Europe Financials ETF | 3.80% | 3.57% | 5.36% | 5.00% | 4.24% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% |
Drawdowns
IAK vs. EUFN - Drawdown Comparison
The maximum IAK drawdown since its inception was -77.38%, which is greater than EUFN's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for IAK and EUFN.
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Drawdown Indicators
| IAK | EUFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.38% | -53.25% | -24.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -14.77% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -35.15% | +20.39% |
Max Drawdown (10Y)Largest decline over 10 years | -44.95% | -53.25% | +8.30% |
Current DrawdownCurrent decline from peak | -5.59% | -10.30% | +4.71% |
Average DrawdownAverage peak-to-trough decline | -16.25% | -14.68% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 4.22% | +0.47% |
Volatility
IAK vs. EUFN - Volatility Comparison
The current volatility for iShares U.S. Insurance ETF (IAK) is 4.07%, while iShares MSCI Europe Financials ETF (EUFN) has a volatility of 9.84%. This indicates that IAK experiences smaller price fluctuations and is considered to be less risky than EUFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IAK | EUFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 9.84% | -5.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 14.70% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 22.21% | -3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.07% | 21.57% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 24.53% | -3.64% |