IAK vs. TRUF
IAK (iShares U.S. Insurance ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. A 0.61 correlation means they provide meaningful diversification when combined. IAK charges 0.38%/yr vs 0.10%/yr for TRUF.
Performance
IAK vs. TRUF - Performance Comparison
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Returns By Period
IAK
- 1D
- -1.74%
- 1M
- 7.53%
- 6M
- 13.19%
- YTD
- 8.72%
- 1Y
- 15.12%
- 3Y*
- 21.39%
- 5Y*
- 15.67%
- 10Y*
- 13.15%
TRUF
- 1D
- 0.31%
- 1M
- 5.73%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IAK vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IAK iShares U.S. Insurance ETF | 14.24% |
TRUF VanEck Financials TruSector ETF | 15.01% |
Correlation
The correlation between IAK and TRUF is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.61 |
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Return for Risk
IAK vs. TRUF — Risk / Return Rank
IAK
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IAK vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Insurance ETF (IAK) and VanEck Financials TruSector ETF (TRUF). 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.
| IAK | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.18 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | — | — |
| Martin ratioReturn relative to average drawdown | 4.89 | — | — |
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Drawdowns
IAK vs. TRUF - Drawdown Comparison
The maximum IAK drawdown since its inception was -77.38%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for IAK and TRUF.
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Drawdown Indicators
| IAK | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.38% | -3.24% | -74.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -11.58% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.95% | — | — |
Current DrawdownCurrent decline from peak | -1.77% | 0.00% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -16.05% | -1.10% | -14.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | — | — |
Volatility
IAK vs. TRUF - Volatility Comparison
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Volatility by Period
| IAK | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 13.84% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.07% | 13.84% | +4.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 13.84% | +7.01% |
IAK vs. TRUF - Expense Ratio Comparison
IAK has a 0.38% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
IAK vs. TRUF - Dividend Comparison
IAK's dividend yield for the trailing twelve months is around 2.46%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAK iShares U.S. Insurance ETF | 2.46% | 1.69% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% |
TRUF VanEck Financials TruSector ETF | 0.36% | 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
IAK and TRUF have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRUF is cheaper with a 0.10% expense ratio, compared with 0.38% for IAK.
IAK has the higher dividend yield at 2.46%, compared with 0.36% for TRUF.
They also come from different issuers: iShares and VanEck. Their fees differ too: 0.38% for IAK and 0.10% for TRUF.
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