TRUF vs. IYF
TRUF (VanEck Financials TruSector ETF) and IYF (iShares U.S. Financials ETF) are both Financials Equities funds. Their correlation of 0.94 suggests significant overlap in exposure. TRUF charges 0.10%/yr vs 0.42%/yr for IYF.
Performance
TRUF vs. IYF - Performance Comparison
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Returns By Period
TRUF
- 1D
- 0.15%
- 1M
- 4.55%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYF
- 1D
- -0.10%
- 1M
- 4.27%
- YTD
- -0.15%
- 6M
- -1.14%
- 1Y
- 8.10%
- 3Y*
- 21.47%
- 5Y*
- 11.30%
- 10Y*
- 13.44%
TRUF vs. IYF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TRUF VanEck Financials TruSector ETF | 10.01% |
IYF iShares U.S. Financials ETF | 8.50% |
Correlation
The correlation between TRUF and IYF is 0.94, 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 | 0.94 |
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Return for Risk
TRUF vs. IYF — Risk / Return Rank
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYF
TRUF vs. IYF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Financials TruSector ETF (TRUF) and iShares U.S. Financials ETF (IYF). 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 | IYF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.11 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.59 | — |
| Martin ratioReturn relative to average drawdown | — | 1.57 | — |
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Drawdowns
TRUF vs. IYF - Drawdown Comparison
The maximum TRUF drawdown since its inception was -3.24%, smaller than the maximum IYF drawdown of -79.09%. Use the drawdown chart below to compare losses from any high point for TRUF and IYF.
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Drawdown Indicators
| TRUF | IYF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.24% | -79.09% | +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 | -0.74% | -3.21% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -1.20% | -17.57% | +16.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.16% | — |
Volatility
TRUF vs. IYF - Volatility Comparison
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Volatility by Period
| TRUF | IYF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.17% | 14.46% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 18.99% | -5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 20.80% | -7.63% |
TRUF vs. IYF - Expense Ratio Comparison
TRUF has a 0.10% expense ratio, which is lower than IYF's 0.42% expense ratio.
Dividends
TRUF vs. IYF - Dividend Comparison
TRUF has not paid dividends to shareholders, while IYF's dividend yield for the trailing twelve months is around 1.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYF iShares U.S. Financials ETF | 1.50% | 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 | 0.00% | 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
With a correlation of 0.94, TRUF and IYF 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 IYF.
IYF has the higher dividend yield at 1.50%, 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 IYF.
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