IYG vs. TRUF
IYG (iShares U.S. Financial Services ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. With a 0.95 correlation, they move nearly in lockstep. IYG charges 0.42%/yr vs 0.10%/yr for TRUF.
Performance
IYG vs. TRUF - Performance Comparison
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Returns By Period
IYG
- 1D
- 1.05%
- 1M
- 5.66%
- 6M
- 4.87%
- YTD
- 4.22%
- 1Y
- 13.34%
- 3Y*
- 22.40%
- 5Y*
- 10.98%
- 10Y*
- 14.86%
TRUF
- 1D
- 0.57%
- 1M
- 5.94%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYG vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IYG iShares U.S. Financial Services ETF | 15.57% |
TRUF VanEck Financials TruSector ETF | 15.66% |
Correlation
The correlation between IYG and TRUF is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.95 |
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Return for Risk
IYG vs. TRUF — Risk / Return Rank
IYG
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYG vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Financial Services ETF (IYG) 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.
| IYG | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | — | — |
| Martin ratioReturn relative to average drawdown | 2.13 | — | — |
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Drawdowns
IYG vs. TRUF - Drawdown Comparison
The maximum IYG drawdown since its inception was -81.84%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for IYG and TRUF.
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Drawdown Indicators
| IYG | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.84% | -3.24% | -78.60% |
Max Drawdown (1Y)Largest decline over 1 year | -15.90% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.54% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.32% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -20.67% | -1.09% | -19.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.27% | — | — |
Volatility
IYG vs. TRUF - Volatility Comparison
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Volatility by Period
| IYG | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.24% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 13.76% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.41% | 13.76% | +6.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 13.76% | +9.61% |
IYG vs. TRUF - Expense Ratio Comparison
IYG has a 0.42% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
IYG vs. TRUF - Dividend Comparison
IYG's dividend yield for the trailing twelve months is around 1.03%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYG iShares U.S. Financial Services ETF | 1.03% | 1.00% | 1.16% | 1.77% | 2.07% | 1.25% | 1.71% | 1.59% | 1.81% | 1.24% | 1.28% | 1.33% |
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, IYG 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 0.42% for IYG.
IYG has the higher dividend yield at 1.03%, compared with 0.36% for TRUF.
They also come from different issuers: iShares and VanEck. Their fees differ too: 0.42% for IYG and 0.10% for TRUF.
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