CALI vs IAK
Comparison between BlackRock Short-Term California Muni Bond ETF (CALI, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
CALI vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CALI
$361M
IAK
$360M
Expense Ratio
Winner
CALI
0.20%
IAK
0.38%
Max Drawdown
Winner
CALI
1.08%
IAK
78.02%
Sharpe Ratio
CALI
-1.11
Winner
IAK
0.20
5Y Beta
Winner
CALI
0.01
IAK
0.46
P/E Ratio
CALI
N/A
IAK
10.59
Forward P/E
CALI
N/A
IAK
10.90
5Y Dividends CAGR
CALI
N/A
IAK
17.28%
5Y EPS CAGR
CALI
N/A
IAK
17.51%
Debt to Equity
CALI
N/A
IAK
13.84%
P/S Ratio
CALI
N/A
IAK
1.17
P/B Ratio
CALI
N/A
IAK
1.71
CALI vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
CALI
+0.45%
Winner
IAK
+2.58%
3M
CALI
+0.41%
Winner
IAK
+4.40%
6M
Winner
CALI
+1.20%
IAK
-0.35%
1Y
CALI
+2.91%
Winner
IAK
+4.67%
5Y(CAGR)
CALI
N/A
IAK
+13.33%
10Y(CAGR)
CALI
N/A
IAK
+12.71%
Max(CAGR)
CALI
+3.12%
Winner
IAK
+6.97%
CALI vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CALI | IAK |
|---|---|---|
| 2026 | +0.99% | +1.82% |
| 2025 | +3.26% | +10.18% |
| 2024 | +2.84% | +26.86% |
| 2023 | +1.97% | +11.32% |
| 2022 | N/A | +11.43% |
| 2021 | N/A | +29.77% |
| 2020 | N/A | -3.63% |
| 2019 | N/A | +26.33% |
| 2018 | N/A | -10.35% |
| 2017 | N/A | +13.97% |
| 2016 | N/A | +21.48% |
| 2015 | N/A | +4.29% |
| 2014 | N/A | +8.92% |
| 2013 | N/A | +41.70% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -9.14% |
| 2010 | N/A | +18.03% |
| 2009 | N/A | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
CALI vs IAK Drawdown Comparison
The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current IAK drawdown is -0.35%.
| Rank | CALI | IAK |
|---|---|---|
| #1 | -0.78% Apr 4, 2025 - May 27, 2025 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -0.67% Feb 27, 2026 - May 28, 2026 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -0.45% Sep 13, 2023 - Nov 3, 2023 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -0.32% Dec 2, 2024 - Jan 15, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -0.31% Mar 20, 2024 - May 2, 2024 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -0.24% Jan 9, 2024 - Feb 1, 2024 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -0.23% Mar 3, 2025 - Apr 1, 2025 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -0.22% Jan 17, 2025 - Jan 31, 2025 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -0.22% Oct 3, 2024 - Nov 4, 2024 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -0.19% Sep 17, 2025 - Oct 10, 2025 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -0.18% Nov 5, 2024 - Nov 8, 2024 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -0.17% Jan 15, 2025 - Jan 17, 2025 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -0.16% Jun 6, 2024 - Jun 12, 2024 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -0.16% Nov 8, 2024 - Nov 15, 2024 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -0.15% Jul 23, 2024 - Jul 30, 2024 | -7.62% Dec 15, 2025 - Mar 27, 2026 |
Correlation
Correlation between CALI and IAK is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2006 - 2026)
CALI vs IAK dividend yield comparison.
| Year | CALI | IAK |
|---|---|---|
| 2026 | 0.99% | 1.77% |
| 2025 | 2.62% | 1.69% |
| 2024 | 3.14% | 1.49% |
| 2023 | 1.37% | 1.44% |
| 2022 | 0.00% | 1.69% |
| 2021 | 0.00% | 2.26% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 1.62% |
| 2014 | 0.00% | 1.57% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.00% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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