TRUF vs. IYG
TRUF (VanEck Financials TruSector ETF) and IYG (iShares U.S. Financial Services ETF) are both Financials Equities funds. With a 0.95 correlation, they move nearly in lockstep. TRUF charges 0.10%/yr vs 0.42%/yr for IYG.
Performance
TRUF vs. IYG - Performance Comparison
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Returns By Period
TRUF
- 1D
- -0.75%
- 1M
- 4.40%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYG
- 1D
- -1.28%
- 1M
- 3.31%
- 6M
- 2.80%
- YTD
- 3.03%
- 1Y
- 10.06%
- 3Y*
- 20.92%
- 5Y*
- 10.72%
- 10Y*
- 14.66%
TRUF vs. IYG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TRUF VanEck Financials TruSector ETF | 15.11% |
IYG iShares U.S. Financial Services ETF | 14.26% |
Correlation
The correlation between TRUF and IYG 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
TRUF vs. IYG — Risk / Return Rank
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYG
TRUF vs. IYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Financials TruSector ETF (TRUF) and iShares U.S. Financial Services ETF (IYG). 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 | IYG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.12 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.64 | — |
| Martin ratioReturn relative to average drawdown | — | 1.61 | — |
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Drawdowns
TRUF vs. IYG - Drawdown Comparison
The maximum TRUF drawdown since its inception was -3.24%, smaller than the maximum IYG drawdown of -81.84%. Use the drawdown chart below to compare losses from any high point for TRUF and IYG.
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Drawdown Indicators
| TRUF | IYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.24% | -81.84% | +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 | -0.75% | -1.28% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -1.07% | -20.67% | +19.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.27% | — |
Volatility
TRUF vs. IYG - Volatility Comparison
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Volatility by Period
| TRUF | IYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.38% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.20% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 15.72% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.68% | 20.40% | -6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.68% | 23.37% | -9.69% |
TRUF vs. IYG - Expense Ratio Comparison
TRUF has a 0.10% expense ratio, which is lower than IYG's 0.42% expense ratio.
Dividends
TRUF vs. IYG - Dividend Comparison
TRUF's dividend yield for the trailing twelve months is around 0.36%, less than IYG's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYG iShares U.S. Financial Services ETF | 1.04% | 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, TRUF and IYG 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 1.04%, 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 IYG.
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