TRUF vs. IAT
TRUF (VanEck Financials TruSector ETF) and IAT (iShares U.S. Regional Banks ETF) are both Financials Equities funds. A 0.67 correlation means they provide meaningful diversification when combined. TRUF charges 0.10%/yr vs 0.42%/yr for IAT.
Performance
TRUF vs. IAT - Performance Comparison
Loading charts...
Returns By Period
TRUF
- 1D
- 0.15%
- 1M
- 4.55%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IAT
- 1D
- 0.05%
- 1M
- 9.27%
- YTD
- 14.46%
- 6M
- 12.78%
- 1Y
- 30.14%
- 3Y*
- 26.86%
- 5Y*
- 4.89%
- 10Y*
- 9.87%
TRUF vs. IAT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TRUF VanEck Financials TruSector ETF | 10.01% |
IAT iShares U.S. Regional Banks ETF | 15.31% |
Correlation
The correlation between TRUF and IAT 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 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TRUF vs. IAT — Risk / Return Rank
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IAT
TRUF vs. IAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Financials TruSector ETF (TRUF) and iShares U.S. Regional Banks ETF (IAT). 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.
| TRUF | IAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.73 | — |
| Martin ratioReturn relative to average drawdown | — | 4.40 | — |
Loading charts...
Drawdowns
TRUF vs. IAT - Drawdown Comparison
The maximum TRUF drawdown since its inception was -3.24%, smaller than the maximum IAT drawdown of -77.22%. Use the drawdown chart below to compare losses from any high point for TRUF and IAT.
Loading charts...
Drawdown Indicators
| TRUF | IAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.24% | -77.22% | +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 | -0.74% | 0.00% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -1.20% | -26.89% | +25.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.87% | — |
Volatility
TRUF vs. IAT - Volatility Comparison
Loading charts...
Volatility by Period
| TRUF | IAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.81% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.17% | 21.94% | -8.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 28.94% | -15.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 30.67% | -17.50% |
TRUF vs. IAT - Expense Ratio Comparison
TRUF has a 0.10% expense ratio, which is lower than IAT's 0.42% expense ratio.
Dividends
TRUF vs. IAT - Dividend Comparison
TRUF has not paid dividends to shareholders, while IAT's dividend yield for the trailing twelve months is around 2.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAT iShares U.S. Regional Banks ETF | 2.59% | 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 | 0.00% | 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
TRUF and IAT 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 2.59%, compared with 0.00% for TRUF.
They also come from different issuers: VanEck and iShares. Their fees differ too: 0.10% for TRUF and 0.42% for IAT.
Find the right allocation for TRUF and IAT
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