IYF vs. TRUF
IYF (iShares U.S. Financials ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. Their correlation of 0.95 suggests significant overlap in exposure. IYF charges 0.38%/yr vs 0.10%/yr for TRUF.
Performance
IYF vs. TRUF - Performance Comparison
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Returns By Period
IYF
- 1D
- 0.26%
- 1M
- 4.41%
- 6M
- 2.51%
- YTD
- 4.21%
- 1Y
- 11.61%
- 3Y*
- 22.49%
- 5Y*
- 12.04%
- 10Y*
- 13.56%
TRUF
- 1D
- 0.61%
- 1M
- 5.40%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYF vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IYF iShares U.S. Financials ETF | 13.25% |
TRUF VanEck Financials TruSector ETF | 14.65% |
Correlation
The correlation between IYF and TRUF is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.95 |
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Return for Risk
IYF vs. TRUF — Risk / Return Rank
IYF
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYF vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Financials ETF (IYF) 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.
| IYF | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.14 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | — | — |
| Martin ratioReturn relative to average drawdown | 2.26 | — | — |
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Drawdowns
IYF vs. TRUF - Drawdown Comparison
The maximum IYF drawdown since its inception was -79.09%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for IYF and TRUF.
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Drawdown Indicators
| IYF | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.09% | -3.24% | -75.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -16.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.06% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.57% | — | — |
Current DrawdownCurrent decline from peak | -0.24% | -0.15% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -17.55% | -1.12% | -16.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | — | — |
Volatility
IYF vs. TRUF - Volatility Comparison
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Volatility by Period
| IYF | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.22% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.72% | 13.94% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 13.94% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.81% | 13.94% | +6.87% |
IYF vs. TRUF - Expense Ratio Comparison
IYF has a 0.38% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
IYF vs. TRUF - Dividend Comparison
IYF's dividend yield for the trailing twelve months is around 1.44%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYF iShares U.S. Financials ETF | 1.44% | 1.32% | 1.29% | 1.67% | 1.86% | 1.27% | 1.72% | 1.64% | 1.90% | 1.46% | 1.67% | 1.66% |
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
With a correlation of 0.95, IYF and TRUF move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 IYF.
IYF has the higher dividend yield at 1.44%, compared with 0.36% for TRUF.
They also come from different issuers: iShares and VanEck. Their fees differ too: 0.38% for IYF and 0.10% for TRUF.
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