CFA vs IAK
Comparison between VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed CFA, delivering a return of +14.6% compared to +8.0%
CFA vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CFA
$538M
IAK
$537M
Expense Ratio
Winner
CFA
0.35%
IAK
0.37%
Max Drawdown
Winner
CFA
37.86%
IAK
78.02%
Sharpe Ratio
Winner
CFA
1.03
IAK
0.60
5Y Beta
CFA
0.72
Winner
IAK
0.40
P/E Ratio
CFA
22.27
Winner
IAK
10.26
Forward P/E
CFA
18.13
Winner
IAK
11.55
PEG Ratio
CFA
0.26
Winner
IAK
0.17
5Y Dividends CAGR
CFA
11.70%
Winner
IAK
17.28%
5Y EPS CAGR
CFA
13.70%
Winner
IAK
15.99%
Debt to Equity
CFA
50.44%
Winner
IAK
14.23%
P/S Ratio
CFA
1.97
Winner
IAK
1.29
P/B Ratio
CFA
3.56
Winner
IAK
1.82
CFA vs IAK - Holdings Comparison
CFA and IAK have 11 common holdings. Overlap is 1.70%
CFA's top 25 holdings weight is 8.60%. IAK's top 25 holdings weight is 90.35%.
| Rank | CFA | IAK |
|---|---|---|
| #1 | PALO ALTO NETWORKS INC (PANW) - 0.42% | CHUBB LTD (CB) - 12.93% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.39% | PROGRESSIVE CORP (PGR) - 12.57% |
| #3 | LOEWS CORP (L) - 0.38% | THE TRAVELERS COMPANIES INC (TRV) - 8.12% |
| #4 | DUKE ENERGY CORP (DUK) - 0.37% | ALLSTATE CORP (ALL) - 6.98% |
| #5 | FIRSTENERGY CORP (FE) - 0.37% | METLIFE INC (MET) - 4.70% |
| #6 | NETAPP INC (NTAP) - 0.37% | PRUDENTIAL FINANCIAL INC (PRU) - 4.68% |
| #7 | WEC ENERGY GROUP INC (WEC) - 0.37% | AFLAC INC (AFL) - 4.55% |
| #8 | EVERGY INC (EVRG) - 0.37% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.25% |
| #9 | COCA-COLA CO (KO) - 0.37% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.12% |
| #10 | BANK OF NEW YORK MELLON CORP (BNY) - 0.36% | ARCH CAPITAL GROUP LTD (ACGL) - 3.72% |
| #11 | ALLIANT ENERGY CORP (LNT) - 0.36% | CINCINNATI FINANCIAL CORP (CINF) - 2.87% |
| #12 | AMEREN CORP (AEE) - 0.36% | MARKEL GROUP INC (MKL) - 2.46% |
| #13 | JOHNSON & JOHNSON (JNJ) - 0.35% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.41% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 0.35% | WR BERKLEY CORP (WRB) - 2.23% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 0.34% | LOEWS CORP (L) - 2.05% |
| #16 | DTE ENERGY CO (DTE) - 0.34% | ASSURANT INC (AIZ) - 1.50% |
| #17 | AFLAC INC (AFL) - 0.34% | GLOBE LIFE INC (GL) - 1.50% |
| #18 | SOUTHERN CO (SO) - 0.33% | UNUM GROUP (UNM) - 1.43% |
| #19 | TD SYNNEX CORP (SNX) - 0.33% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.33% |
| #20 | n/a (DELL) - 0.33% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.09% |
| #21 | MORGAN STANLEY (MS) - 0.28% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07% |
| #22 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.28% | PRIMERICA INC (PRI) - 1.04% |
| #23 | MICROSOFT CORP (MSFT) - 0.28% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.03% |
| #24 | NORDSON CORP (NDSN) - 0.28% | KINSALE CAPITAL GROUP INC (KNSL) - 0.88% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 0.28% | THE HANOVER INSURANCE GROUP INC (THG) - 0.84% |
| Total Holdings | 461 | 60 |
CFA vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CFA
+2.43%
IAK
-1.21%
3M
CFA
+6.18%
Winner
IAK
+9.45%
6M
CFA
+6.68%
Winner
IAK
+10.38%
1Y
Winner
CFA
+14.32%
IAK
+13.55%
5Y(CAGR)
CFA
+8.03%
Winner
IAK
+14.55%
10Y(CAGR)
CFA
+11.63%
Winner
IAK
+13.13%
Max(CAGR)
Winner
CFA
+10.69%
IAK
+7.32%
CFA vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CFA | IAK |
|---|---|---|
| 2026 | +12.19% | +10.37% |
| 2025 | +8.76% | +10.18% |
| 2024 | +15.26% | +26.86% |
| 2023 | +11.98% | +11.32% |
| 2022 | -10.96% | +11.43% |
| 2021 | +27.98% | +29.77% |
| 2020 | +11.49% | -3.63% |
| 2019 | +31.11% | +26.33% |
| 2018 | -9.01% | -10.35% |
| 2017 | +21.65% | +13.97% |
| 2016 | +16.93% | +21.48% |
| 2015 | +0.12% | +4.29% |
| 2014 | +4.74% | +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% |
CFA vs IAK Drawdown Comparison
The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current CFA drawdown is -1.16%. The current IAK drawdown is -3.75%.
| Rank | CFA | IAK |
|---|---|---|
| #1 | -37.73% Feb 19, 2020 - Nov 5, 2020 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -20.87% Dec 29, 2021 - Jan 29, 2024 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -20.84% Sep 20, 2018 - Apr 30, 2019 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -17.28% Nov 29, 2024 - Aug 22, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -14.17% Jun 23, 2015 - Apr 27, 2016 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -9.12% Jan 26, 2018 - Aug 17, 2018 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -7.52% Sep 17, 2014 - Oct 29, 2014 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -7.13% Mar 2, 2026 - Jun 2, 2026 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -6.65% Jun 8, 2016 - Jul 11, 2016 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -6.21% Jul 26, 2019 - Oct 29, 2019 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -5.85% Apr 30, 2019 - Jun 20, 2019 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -5.54% Nov 16, 2021 - Dec 27, 2021 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -5.53% Mar 28, 2024 - Jul 12, 2024 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -5.29% Nov 26, 2014 - Dec 29, 2014 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -5.13% Sep 2, 2021 - Oct 21, 2021 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between CFA and IAK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
CFA vs IAK dividend yield comparison.
| Year | CFA | IAK |
|---|---|---|
| 2026 | 0.67% | 1.63% |
| 2025 | 1.29% | 1.69% |
| 2024 | 1.32% | 1.49% |
| 2023 | 1.42% | 1.44% |
| 2022 | 1.59% | 1.69% |
| 2021 | 1.04% | 2.26% |
| 2020 | 1.21% | 2.07% |
| 2019 | 1.35% | 1.84% |
| 2018 | 1.50% | 2.33% |
| 2017 | 1.15% | 1.62% |
| 2016 | 1.37% | 1.68% |
| 2015 | 1.31% | 1.62% |
| 2014 | 0.63% | 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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