BKT vs IAK

Comparison between BlackRock Income Trust Inc (BKT, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).

5-Year PerformanceIAK has outperformed BKT, delivering a return of +13.3% compared to -3.0%

BKT vs IAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	IAK(ETF)
Net Assets	$359M	$360M
Expense Ratio	N/A	0.38%
Max Drawdown	58.60%	78.02%
Sharpe Ratio	-0.40	0.20
5Y Beta	0.12	0.46
P/E Ratio	N/A	10.59
Forward P/E	N/A	10.90
5Y Dividends CAGR	-2.98%	17.28%
5Y EPS CAGR	N/A	17.51%
Debt to Equity	N/A	13.84%
P/S Ratio	N/A	1.17
P/B Ratio	N/A	1.71

Net Assets

BKT

$359M

Winner

IAK

$360M

Expense Ratio

BKT

N/A

IAK

0.38%

Max Drawdown

Winner

BKT

58.60%

IAK

78.02%

Sharpe Ratio

BKT

-0.40

Winner

IAK

0.20

5Y Beta

Winner

BKT

0.12

IAK

0.46

P/E Ratio

BKT

N/A

IAK

10.59

Forward P/E

BKT

N/A

IAK

10.90

5Y Dividends CAGR

BKT

-2.98%

Winner

IAK

17.28%

5Y EPS CAGR

BKT

N/A

IAK

17.51%

Debt to Equity

BKT

N/A

IAK

13.84%

P/S Ratio

BKT

N/A

IAK

1.17

P/B Ratio

BKT

N/A

IAK

1.71

BKT vs IAK - Historical Returns

Returns include dividend reinvestment.

Period	BKT	IAK
1 month	+1.82%	+2.58%
3 months	-0.87%	+4.40%
6 months	-0.23%	-0.35%
1 year	+0.60%	+4.67%
5 years(CAGR)	-3.05%	+13.33%
10 years(CAGR)	+1.08%	+12.71%
Max(CAGR)	+4.91%	+6.97%

BKT

+1.82%

Winner

IAK

+2.58%

BKT

-0.87%

Winner

IAK

+4.40%

Winner

BKT

-0.23%

IAK

-0.35%

BKT

+0.60%

Winner

IAK

+4.67%

5Y(CAGR)

BKT

-3.05%

Winner

IAK

+13.33%

10Y(CAGR)

BKT

+1.08%

Winner

IAK

+12.71%

Max(CAGR)

BKT

+4.91%

Winner

IAK

+6.97%

BKT vs IAK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	IAK
2026	-0.67%	+1.82%
2025	+5.44%	+10.18%
2024	+3.16%	+26.86%
2023	+6.18%	+11.32%
2022	-21.38%	+11.43%
2021	-0.61%	+29.77%
2020	+7.53%	-3.63%
2019	+14.49%	+26.33%
2018	-2.90%	-10.35%
2017	+3.55%	+13.97%
2016	+4.44%	+21.48%
2015	+5.24%	+4.29%
2014	+4.76%	+8.92%
2013	-6.90%	+41.70%
2012	+6.66%	+16.16%
2011	+13.47%	-9.14%
2010	+13.39%	+18.03%
2009	+11.73%	+12.63%
2008	+9.97%	-50.01%
2007	-3.72%	-7.80%
2006	+6.92%	+8.66%
2005	-9.55%	N/A
2004	+4.53%	N/A
2003	+2.71%	N/A
2002	+21.54%	N/A
2001	+19.11%	N/A
2000	+19.25%	N/A
1999	-5.16%	N/A

BKT vs IAK Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.

The current BKT drawdown is -18.18%. The current IAK drawdown is -0.35%.

Rank	BKT	IAK
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-77.37% May 22, 2007 - Dec 29, 2014
#2	-19.22% May 25, 2005 - May 12, 2008	-44.95% Feb 11, 2020 - Mar 8, 2021
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-20.30% Jan 26, 2018 - Apr 30, 2019
#4	-17.21% May 12, 2008 - Jan 5, 2009	-16.97% Dec 1, 2015 - Aug 29, 2016
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-14.74% Apr 20, 2022 - Nov 10, 2022
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-14.38% Feb 13, 2023 - Sep 19, 2023
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-11.58% Apr 2, 2025 - Dec 15, 2025
#8	-10.45% Feb 24, 2020 - May 12, 2020	-11.30% Nov 29, 2024 - Mar 17, 2025
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-10.64% Aug 17, 2015 - Dec 1, 2015
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-9.08% Dec 30, 2014 - May 19, 2015
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-8.71% May 7, 2021 - Aug 25, 2021
#12	-6.72% Feb 2, 2009 - May 18, 2009	-8.55% Aug 2, 2017 - Oct 10, 2017
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-8.41% Nov 3, 2021 - Jan 4, 2022
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-7.70% Feb 9, 2022 - Mar 18, 2022
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-7.62% Dec 15, 2025 - Mar 27, 2026

Correlation

Correlation between BKT and IAK is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2000 - 2026)

BKT vs IAK dividend yield comparison.

Year	BKT	IAK
2026	5.07%	1.77%
2025	9.53%	1.69%
2024	9.19%	1.49%
2023	8.69%	1.44%
2022	8.35%	1.69%
2021	7.31%	2.26%
2020	6.80%	2.07%
2019	6.82%	1.84%
2018	6.48%	2.33%
2017	5.16%	1.62%
2016	5.10%	1.68%
2015	5.90%	1.62%
2014	6.60%	1.57%
2013	7.12%	1.13%
2012	6.61%	1.74%
2011	5.54%	1.51%
2010	4.28%	2.08%
2009	4.53%	1.60%
2008	4.90%	2.46%
2007	6.49%	1.19%
2006	6.80%	0.63%
2005	8.47%	0.00%
2004	8.51%	0.00%
2003	8.17%	0.00%
2002	12.51%	0.00%
2001	7.64%	0.00%
2000	4.29%	0.00%