EELV vs IAK
Comparison between INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed EELV, delivering a return of +15.7% compared to +7.8%
EELV vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EELV
$423M
IAK
$422M
Expense Ratio
Winner
EELV
0.29%
IAK
0.38%
Max Drawdown
Winner
EELV
47.27%
IAK
78.02%
Sharpe Ratio
Winner
EELV
0.84
IAK
0.77
5Y Beta
EELV
0.45
Winner
IAK
0.42
P/E Ratio
EELV
N/A
IAK
11.05
Forward P/E
EELV
N/A
IAK
11.73
5Y Dividends CAGR
EELV
13.25%
Winner
IAK
17.28%
5Y EPS CAGR
EELV
N/A
IAK
17.73%
Debt to Equity
EELV
N/A
IAK
13.69%
P/S Ratio
EELV
N/A
IAK
1.33
P/B Ratio
EELV
N/A
IAK
1.90
EELV vs IAK - Holdings Comparison
EELV and IAK have 1 common holdings. Overlap is -0.14%
EELV's top 25 holdings weight is 18.56%. IAK's top 25 holdings weight is 89.69%.
| Rank | EELV | IAK |
|---|---|---|
| #1 | n/a (n/a) - 0.95% | PROGRESSIVE CORP (PGR) - 13.99% |
| #2 | BOROUGE PLC (n/a) - 0.93% | CHUBB LTD (CB) - 13.17% |
| #3 | KUWAIT FINANCE HOUSE (n/a) - 0.92% | THE TRAVELERS COMPANIES INC (TRV) - 7.40% |
| #4 | n/a (n/a) - 0.91% | ALLSTATE CORP (ALL) - 6.66% |
| #5 | CHUNGHWA TELECOM CO LTD (n/a) - 0.83% | AFLAC INC (AFL) - 4.54% |
| #6 | TAIWAN HIGH SPEED RAIL CORP (n/a) - 0.81% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40% |
| #7 | BOUBYAN BANK KSC (n/a) - 0.75% | METLIFE INC (MET) - 4.35% |
| #8 | CHANG HWA COMMERCIAL BANK LTD (n/a) - 0.75% | PRUDENTIAL FINANCIAL INC (PRU) - 4.19% |
| #9 | TAICHUNG COMMERCIAL BANK CO LTD (n/a) - 0.75% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10% |
| #10 | TAIWAN BUSINESS BANK (n/a) - 0.75% | ARCH CAPITAL GROUP LTD (ACGL) - 3.82% |
| #11 | STARLUX AIRLINES CO LTD ORDINARY SHARES (n/a) - 0.73% | CINCINNATI FINANCIAL CORP (CINF) - 3.03% |
| #12 | SAUDI TELECOM CO (n/a) - 0.73% | MARKEL GROUP INC (MKL) - 2.64% |
| #13 | MEGA FINANCIAL HOLDING CO LTD (n/a) - 0.71% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35% |
| #14 | SCB X PCL NVDR (n/a) - 0.70% | WR BERKLEY CORP (WRB) - 2.26% |
| #15 | THE SHANGHAI COMMERCIAL AND SAVINGS BANK (n/a) - 0.70% | LOEWS CORP (L) - 2.10% |
| #16 | NEPI ROCKCASTLE NV (n/a) - 0.70% | GLOBE LIFE INC (GL) - 1.49% |
| #17 | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.69% | UNUM GROUP (UNM) - 1.40% |
| #18 | JARIR MARKETING CO (n/a) - 0.68% | ASSURANT INC (AIZ) - 1.22% |
| #19 | MALAYAN BANKING BHD (n/a) - 0.67% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.07% |
| #20 | ALRAYAN BANK SHS PARTLY PAID (n/a) - 0.67% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06% |
| #21 | n/a (n/a) - 0.66% | PRIMERICA INC (PRI) - 1.02% |
| #22 | TAIWAN MOBILE CO LTD (n/a) - 0.66% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02% |
| #23 | MOBILE TELECOMMUNICATIONS CO KSC (n/a) - 0.65% | KINSALE CAPITAL GROUP INC (KNSL) - 0.83% |
| #24 | IOI CORP BHD (n/a) - 0.63% | THE HANOVER INSURANCE GROUP INC (THG) - 0.82% |
| #25 | NATIONAL BANK OF KUWAIT SAK (n/a) - 0.63% | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76% |
| Total Holdings | 222 | 60 |
EELV vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
EELV
+0.55%
Winner
IAK
+7.47%
3M
EELV
-1.15%
Winner
IAK
+9.41%
6M
EELV
+2.31%
Winner
IAK
+13.82%
1Y
EELV
+13.46%
Winner
IAK
+16.81%
5Y(CAGR)
EELV
+7.78%
Winner
IAK
+15.68%
10Y(CAGR)
EELV
+6.42%
Winner
IAK
+13.22%
Max(CAGR)
EELV
+4.36%
Winner
IAK
+7.33%
EELV vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EELV | IAK |
|---|---|---|
| 2026 | +5.31% | +9.86% |
| 2025 | +22.38% | +10.18% |
| 2024 | +2.28% | +26.86% |
| 2023 | +9.09% | +11.32% |
| 2022 | -3.22% | +11.43% |
| 2021 | +16.19% | +29.77% |
| 2020 | -4.69% | -3.63% |
| 2019 | +8.94% | +26.33% |
| 2018 | -6.85% | -10.35% |
| 2017 | +24.52% | +13.97% |
| 2016 | +7.76% | +21.48% |
| 2015 | -17.71% | +4.29% |
| 2014 | -2.23% | +8.92% |
| 2013 | -2.50% | +41.70% |
| 2012 | +17.60% | +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% |
EELV vs IAK Drawdown Comparison
The maximum drawdown for EELV was -36.30%, occurring on Mar 19, 2020. Recovery took 811 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current EELV drawdown is -2.89%. The current IAK drawdown is -1.55%.
| Rank | EELV | IAK |
|---|---|---|
| #1 | -36.30% Jan 26, 2018 - Apr 19, 2021 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -34.89% Sep 5, 2014 - Jan 22, 2018 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -19.05% Apr 13, 2022 - May 15, 2024 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -16.55% May 8, 2013 - Aug 19, 2014 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -11.78% Sep 26, 2024 - May 13, 2025 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -10.11% May 1, 2012 - Aug 16, 2012 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -8.22% Feb 24, 2026 - Mar 20, 2026 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -5.54% Feb 16, 2022 - Apr 13, 2022 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -4.87% May 7, 2021 - Jun 1, 2021 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -4.33% Nov 12, 2021 - Jan 10, 2022 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -4.01% Apr 2, 2012 - May 1, 2012 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -3.83% Jul 31, 2024 - Aug 13, 2024 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -3.72% Jun 2, 2021 - Aug 30, 2021 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -3.65% Mar 1, 2012 - Apr 2, 2012 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -3.55% Mar 8, 2013 - Apr 30, 2013 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between EELV and IAK is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2006 - 2026)
EELV vs IAK dividend yield comparison.
| Year | EELV | IAK |
|---|---|---|
| 2026 | 2.45% | 1.64% |
| 2025 | 3.75% | 1.69% |
| 2024 | 4.70% | 1.49% |
| 2023 | 4.00% | 1.44% |
| 2022 | 3.46% | 1.69% |
| 2021 | 4.35% | 2.26% |
| 2020 | 2.82% | 2.07% |
| 2019 | 3.14% | 1.84% |
| 2018 | 5.50% | 2.33% |
| 2017 | 2.92% | 1.62% |
| 2016 | 2.29% | 1.68% |
| 2015 | 2.53% | 1.62% |
| 2014 | 3.25% | 1.57% |
| 2013 | 2.10% | 1.13% |
| 2012 | 0.98% | 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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