IAT vs. TRUF
IAT (iShares U.S. Regional Banks ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. A 0.67 correlation means they provide meaningful diversification when combined. IAT charges 0.42%/yr vs 0.10%/yr for TRUF.
Performance
IAT vs. TRUF - Performance Comparison
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Returns By Period
IAT
- 1D
- 0.08%
- 1M
- 3.80%
- 6M
- 13.12%
- YTD
- 16.18%
- 1Y
- 24.86%
- 3Y*
- 25.36%
- 5Y*
- 5.44%
- 10Y*
- 9.50%
TRUF
- 1D
- 0.61%
- 1M
- 5.40%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IAT vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IAT iShares U.S. Regional Banks ETF | 17.04% |
TRUF VanEck Financials TruSector ETF | 14.65% |
Correlation
The correlation between IAT and TRUF is 0.67, 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 | 0.67 |
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Return for Risk
IAT vs. TRUF — Risk / Return Rank
IAT
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IAT vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Regional Banks ETF (IAT) 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.
| IAT | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | — | — |
| Martin ratioReturn relative to average drawdown | 3.64 | — | — |
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Drawdowns
IAT vs. TRUF - Drawdown Comparison
The maximum IAT drawdown since its inception was -77.22%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for IAT and TRUF.
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Drawdown Indicators
| IAT | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.22% | -3.24% | -73.98% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -29.29% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -55.55% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -55.55% | — | — |
Current DrawdownCurrent decline from peak | -0.20% | -0.15% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -26.84% | -1.12% | -25.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.85% | — | — |
Volatility
IAT vs. TRUF - Volatility Comparison
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Volatility by Period
| IAT | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.36% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.02% | 13.94% | +8.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.89% | 13.94% | +14.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.67% | 13.94% | +16.73% |
IAT vs. TRUF - Expense Ratio Comparison
IAT has a 0.42% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
IAT vs. TRUF - Dividend Comparison
IAT's dividend yield for the trailing twelve months is around 2.55%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAT iShares U.S. Regional Banks ETF | 2.55% | 2.94% | 2.95% | 3.56% | 3.12% | 1.88% | 2.87% | 2.49% | 2.48% | 1.55% | 1.52% | 1.78% |
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
IAT and TRUF have a correlation of 0.67, 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 0.42% for IAT.
IAT has the higher dividend yield at 2.55%, compared with 0.36% for TRUF.
They also come from different issuers: iShares and VanEck. Their fees differ too: 0.42% for IAT and 0.10% for TRUF.
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