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
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Returns By Period
TRUF
- 1D
- -0.39%
- 1M
- 4.87%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IAT
- 1D
- -0.98%
- 1M
- 7.01%
- 6M
- 12.41%
- YTD
- 16.67%
- 1Y
- 25.83%
- 3Y*
- 23.06%
- 5Y*
- 5.71%
- 10Y*
- 9.57%
- ALL TIME*
- 3.79%
TRUF vs. IAT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TRUF VanEck Financials TruSector ETF | 14.66% |
IAT iShares U.S. Regional Banks ETF | 17.54% |
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 |
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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 | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.48 | — |
| Martin ratioReturn relative to average drawdown | — | 3.78 | — |
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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.
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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 | -1.15% | -2.42% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -1.07% | -26.82% | +25.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.84% | — |
Volatility
TRUF vs. IAT - Volatility Comparison
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Volatility by Period
| TRUF | IAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.47% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.63% | 21.94% | -8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.63% | 28.79% | -15.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.63% | 30.68% | -17.05% |
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's dividend yield for the trailing twelve months is around 0.36%, less than IAT's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAT iShares U.S. Regional Banks ETF | 2.54% | 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
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 2.54%, compared with 0.36% for TRUF.
They also come from different issuers: VanEck and iShares. Their fees differ too: 0.10% for TRUF and 0.42% for IAT.
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