PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
TRFK vs. IAK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TRFK vs. IAK

Last updated Aug 2, 2026
Documentation

TRFK (Pacer Data and Digital Revolution ETF) and IAK (iShares U.S. Insurance ETF) are both exchange-traded funds - TRFK is a Technology Equities fund tracking the Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while IAK is a Financials Equities fund tracking the Dow Jones U.S. Select Insurance Index. Both are passively managed. Over the past 3 years, TRFK returned 39.62%/yr vs 19.72%/yr for IAK. Their 0.13 correlation means their historical movements had little consistent relationship. TRFK charges 0.60%/yr vs 0.38%/yr for IAK.

Performance

TRFK vs. IAK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Data and Digital Revolution ETF (TRFK) and iShares U.S. Insurance ETF (IAK). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TRFK achieves a 39.17% return, which is significantly higher than IAK's 10.07% return.

TRFK

1D
0.48%
1M
-7.73%
6M
37.75%
YTD
39.17%
1Y
47.45%
3Y*
39.62%
5Y*
—
10Y*
—
ALL TIME*
36.56%

IAK

1D
-0.31%
1M
-0.06%
6M
12.67%
YTD
10.07%
1Y
19.63%
3Y*
19.72%
5Y*
15.95%
10Y*
13.45%
ALL TIME*
7.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

IAK

iShares U.S. Insurance ETF
$14.76M$20.90M$11.89M

TRFK

Pacer Data and Digital Revolution ETF
$17.52M$18.57M$19.27M

TRFK vs. IAK - Yearly Performance Comparison

2026 (YTD)2025202420232022
TRFK
Pacer Data and Digital Revolution ETF		39.17%26.81%38.30%66.63%-10.61%
IAK
iShares U.S. Insurance ETF		10.07%9.50%28.25%11.28%5.66%

Correlation

The correlation between TRFK and IAK is -0.33, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.33

Correlation (3Y)
Balances recent behavior with more history.

-0.01

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2022

0.13

The correlation between TRFK and IAK shifts across timeframes, from -0.33 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.

TRFK vs. IAK - Sectors Allocation Comparison

Sectors
TRFK
IAK

Technology

87.4%

-

Industrials

12.0%

-

Basic Materials

0.9%

-

Communication Services

0.6%

-

Real Estate

0.0%

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

99.3%

Healthcare

-

0.7%

Utilities

-

-

Technology

TRFK
87.4%
IAK

-

Industrials

TRFK
12.0%
IAK

-

Basic Materials

TRFK
0.9%
IAK

-

Communication Services

TRFK
0.6%
IAK

-

Real Estate

TRFK
0.0%
IAK

-

Consumer Cyclical

TRFK

-

IAK

-

Consumer Defensive

TRFK

-

IAK

-

Energy

TRFK

-

IAK

-

Financial Services

TRFK

-

IAK
99.3%

Healthcare

TRFK

-

IAK
0.7%

Utilities

TRFK

-

IAK

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Pacer Data and Digital Revolution ETF

iShares U.S. Insurance ETF

Often compared with TRFK:
TRFK vs. FDTXTRFK vs. DTCRTRFK vs. IDGTTRFK vs. FRATRFK vs. PRNTRFK vs. SPYGTRFK vs. VRGWX
Often compared with IAK:
IAK vs. KIEIAK vs. KBWPIAK vs. IHEIAK vs. DIVBIAK vs. INFLIAK vs. ^SP500TRIAK vs. VYM

Return for Risk

TRFK vs. IAK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
TRFK
TRFK Risk / Return Rank: 4646
Overall Rank
TRFK Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
TRFK Sortino Ratio Rank: 4747
Sortino Ratio Rank
TRFK Omega Ratio Rank: 4747
Omega Ratio Rank
TRFK Calmar Ratio Rank: 4747
Calmar Ratio Rank
TRFK Martin Ratio Rank: 4343
Martin Ratio Rank
IAK
IAK Risk / Return Rank: 5353
Overall Rank
IAK Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IAK Sortino Ratio Rank: 4848
Sortino Ratio Rank
IAK Omega Ratio Rank: 4545
Omega Ratio Rank
IAK Calmar Ratio Rank: 7171
Calmar Ratio Rank
IAK Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TRFK vs. IAK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Data and Digital Revolution ETF (TRFK) and iShares U.S. Insurance ETF (IAK). 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.

TRFKIAKDifference
Sharpe ratioReturn per unit of total volatility
1.19
1.17

+0.03

Sortino ratioReturn per unit of downside risk
1.70
1.72

-0.02

Omega ratioGain probability vs. loss probability

1.21

1.21

+0.01

Calmar ratioReturn relative to maximum drawdown

1.68

2.45

-0.77

Martin ratioReturn relative to average drawdown

4.55

5.96

-1.41

TRFK vs. IAK - Sharpe Ratio Comparison

The current TRFK Sharpe Ratio is 1.19, which is comparable to the IAK Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of TRFK and IAK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

TRFK vs. IAK - Drawdown Comparison

The maximum TRFK drawdown since its inception was -29.06%, smaller than the maximum IAK drawdown of -77.38%. Use the drawdown chart below to compare losses from any high point for TRFK and IAK.

Loading charts...

Drawdown Indicators

TRFKIAKDifference

Max Drawdown

Largest peak-to-trough decline

-29.06%

-77.38%

+48.32%

Max Drawdown (1Y)

Largest decline over 1 year

-26.17%

-7.62%

-18.55%

Max Drawdown (3Y)

Largest decline over 3 years

-29.06%

-11.58%

-17.48%

Max Drawdown (5Y)

Largest decline over 5 years

—

-14.76%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-44.95%

—

Current Drawdown

Current decline from peak

-19.81%

-3.23%

-16.58%

Average Drawdown

Average peak-to-trough decline

-6.24%

-16.01%

+9.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.64%

3.13%

+6.51%

Volatility

TRFK vs. IAK - Volatility Comparison

Pacer Data and Digital Revolution ETF (TRFK) has a higher volatility of 17.07% compared to iShares U.S. Insurance ETF (IAK) at 7.03%. This indicates that TRFK's price experiences larger fluctuations and is considered to be riskier than IAK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

TRFKIAKDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.07%

7.03%

+10.04%

Volatility (6M)

Calculated over the trailing 6-month period

32.10%

12.43%

+19.67%

Volatility (1Y)

Calculated over the trailing 1-year period

36.82%

16.00%

+20.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.90%

18.13%

+12.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.90%

20.92%

+9.98%

TRFK vs. IAK - Expense Ratio Comparison

TRFK has a 0.60% expense ratio, which is higher than IAK's 0.38% expense ratio.

Dividends

TRFK vs. IAK - Dividend Comparison

TRFK's dividend yield for the trailing twelve months is around 0.01%, less than IAK's 2.43% yield.

PositionTTM20252024202320222021202020192018201720162015
IAK
iShares U.S. Insurance ETF		2.43%1.69%1.49%1.44%1.69%2.26%2.07%1.84%2.33%1.62%1.68%1.62%
TRFK
Pacer Data and Digital Revolution ETF		0.01%0.01%0.40%0.20%0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TRFK and IAK have a correlation of -0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TRFK has higher volatility (17.07%) compared to IAK (7.03%). In terms of maximum drawdown, TRFK dropped -29.06% vs IAK's -77.38%.

On 3-year performance, TRFK leads with 39.62% vs 19.72% for IAK. On fees, IAK is cheaper at 0.38% per year. On volatility, IAK has been the lower-risk option at 7.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TRFK has performed better with a 39.62% return vs 19.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IAK is cheaper with a 0.38% expense ratio, compared with 0.60% for TRFK.

IAK has the higher dividend yield at 2.43%, compared with 0.01% for TRFK.

TRFK is categorized as Technology Equities, while IAK is Financials Equities. TRFK tracks Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while IAK tracks Dow Jones U.S. Select Insurance Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for TRFK and 0.38% for IAK.

TRFK currently has the higher Sharpe Ratio (1.19 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for TRFK and IAK

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer