WTFC vs. IAK
Compare and contrast key facts about Wintrust Financial Corporation (WTFC) and iShares U.S. Insurance ETF (IAK).
IAK is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Insurance Index. It was launched on May 5, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTFC or IAK.
Correlation
The correlation between WTFC and IAK is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WTFC vs. IAK - Performance Comparison
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Key characteristics
WTFC:
0.62
IAK:
0.95
WTFC:
1.15
IAK:
1.32
WTFC:
1.15
IAK:
1.19
WTFC:
0.75
IAK:
1.57
WTFC:
2.16
IAK:
4.21
WTFC:
10.78%
IAK:
4.32%
WTFC:
35.66%
IAK:
19.83%
WTFC:
-83.58%
IAK:
-77.38%
WTFC:
-11.07%
IAK:
-2.56%
Returns By Period
In the year-to-date period, WTFC achieves a -1.23% return, which is significantly lower than IAK's 7.28% return. Over the past 10 years, WTFC has underperformed IAK with an annualized return of 10.99%, while IAK has yielded a comparatively higher 12.64% annualized return.
WTFC
-1.23%
24.43%
-7.85%
22.12%
32.32%
10.99%
IAK
7.28%
4.52%
2.89%
18.75%
25.83%
12.64%
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Risk-Adjusted Performance
WTFC vs. IAK — Risk-Adjusted Performance Rank
WTFC
IAK
WTFC vs. IAK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wintrust Financial Corporation (WTFC) 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.
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Dividends
WTFC vs. IAK - Dividend Comparison
WTFC's dividend yield for the trailing twelve months is around 1.56%, less than IAK's 1.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTFC Wintrust Financial Corporation | 1.56% | 1.44% | 1.73% | 1.61% | 1.37% | 1.83% | 1.41% | 1.14% | 0.68% | 0.66% | 0.91% | 0.86% |
IAK iShares U.S. Insurance ETF | 1.67% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% | 1.57% |
Drawdowns
WTFC vs. IAK - Drawdown Comparison
The maximum WTFC drawdown since its inception was -83.58%, which is greater than IAK's maximum drawdown of -77.38%. Use the drawdown chart below to compare losses from any high point for WTFC and IAK. For additional features, visit the drawdowns tool.
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Volatility
WTFC vs. IAK - Volatility Comparison
Wintrust Financial Corporation (WTFC) has a higher volatility of 8.86% compared to iShares U.S. Insurance ETF (IAK) at 5.88%. This indicates that WTFC'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.
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