EPU vs IAK
Comparison between ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceEPU has outperformed IAK, delivering a return of +35.1% compared to +14.6%
EPU vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPU
$532M
Winner
IAK
$537M
Expense Ratio
EPU
0.59%
Winner
IAK
0.37%
Max Drawdown
Winner
EPU
64.62%
IAK
78.02%
Sharpe Ratio
Winner
EPU
1.95
IAK
0.60
5Y Beta
EPU
0.89
Winner
IAK
0.40
P/E Ratio
EPU
17.83
Winner
IAK
10.26
Forward P/E
EPU
19.85
Winner
IAK
11.55
PEG Ratio
EPU
0.29
Winner
IAK
0.17
5Y Dividends CAGR
Winner
EPU
23.04%
IAK
17.28%
5Y EPS CAGR
Winner
EPU
41.79%
IAK
15.99%
Debt to Equity
EPU
64.08%
Winner
IAK
14.23%
P/S Ratio
EPU
1.73
Winner
IAK
1.29
P/B Ratio
EPU
3.67
Winner
IAK
1.82
EPU vs IAK - Holdings Comparison
EPU and IAK have 1 common holdings. Overlap is -1.04%
EPU's top 25 holdings weight is 99.39%. IAK's top 25 holdings weight is 90.35%.
| Rank | EPU | IAK |
|---|---|---|
| #1 | CREDICORP LTD (BAP) - 23.91% | CHUBB LTD (CB) - 12.93% |
| #2 | SOUTHERN COPPER CORP (SCCO) - 22.33% | PROGRESSIVE CORP (PGR) - 12.57% |
| #3 | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 4.04% | THE TRAVELERS COMPANIES INC (TRV) - 8.12% |
| #4 | HOCHSCHILD MINING PLC (n/a) - 3.80% | ALLSTATE CORP (ALL) - 6.98% |
| #5 | VOLCAN COMPANIA MINERA SAA PARTICIPATING PREFERRED (n/a) - 3.21% | METLIFE INC (MET) - 4.70% |
| #6 | INTERCORP FINANCIAL SERVICES INC (n/a) - 3.15% | PRUDENTIAL FINANCIAL INC (PRU) - 4.68% |
| #7 | PARQUE ARAUCO SA (n/a) - 2.92% | AFLAC INC (AFL) - 4.55% |
| #8 | FERREYCORP SAA (n/a) - 2.88% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.25% |
| #9 | SOCIEDAD MINERA CERRO VERDE SAA (n/a) - 2.75% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.12% |
| #10 | LAUREATE EDUCATION INC SHS (LAUR) - 2.74% | ARCH CAPITAL GROUP LTD (ACGL) - 3.72% |
| #11 | INTERCONEXION ELECTRICA SA ESP (n/a) - 2.74% | CINCINNATI FINANCIAL CORP (CINF) - 2.87% |
| #12 | MMG LTD (n/a) - 2.65% | MARKEL GROUP INC (MKL) - 2.46% |
| #13 | PAN AMERICAN SILVER CORP (n/a) - 2.62% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.41% |
| #14 | FALABELLA SA (n/a) - 2.41% | WR BERKLEY CORP (WRB) - 2.23% |
| #15 | FORTUNA MINING CORP (n/a) - 2.21% | LOEWS CORP (L) - 2.05% |
| #16 | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.16% | ASSURANT INC (AIZ) - 1.50% |
| #17 | WHEATON PRECIOUS METALS CORP (WPM) - 2.16% | GLOBE LIFE INC (GL) - 1.50% |
| #18 | CEMENTOS PACASMAYO SAA (n/a) - 2.04% | UNUM GROUP (UNM) - 1.43% |
| #19 | INRETAIL PERU CORP (n/a) - 2.04% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.33% |
| #20 | BANCO BBVA PERU (n/a) - 1.98% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.09% |
| #21 | EMPRESA NACIONAL DE TELECOMUNICACIONES SA (n/a) - 1.44% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07% |
| #22 | USD CASH (n/a) - 1.11% | PRIMERICA INC (PRI) - 1.04% |
| #23 | AUNA SA CLASS A ORDINARY SHARES (AUNA) - 1.00% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.03% |
| #24 | CASA GRANDE SAA (n/a) - 0.60% | KINSALE CAPITAL GROUP INC (KNSL) - 0.88% |
| #25 | INVERSIONES PORTUARIAS CHANCAY SAA PFS UNDATED PEN 0.10 CLASS B (n/a) - 0.50% | THE HANOVER INSURANCE GROUP INC (THG) - 0.84% |
| Total Holdings | 41 | 60 |
EPU vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPU
+10.27%
IAK
-1.21%
3M
Winner
EPU
+15.99%
IAK
+9.45%
6M
EPU
+3.94%
Winner
IAK
+10.38%
1Y
Winner
EPU
+81.76%
IAK
+13.55%
5Y(CAGR)
Winner
EPU
+35.09%
IAK
+14.55%
10Y(CAGR)
Winner
EPU
+14.53%
IAK
+13.13%
Max(CAGR)
Winner
EPU
+11.20%
IAK
+7.32%
EPU vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EPU | IAK |
|---|---|---|
| 2026 | +31.77% | +10.37% |
| 2025 | +85.21% | +10.18% |
| 2024 | +23.00% | +26.86% |
| 2023 | +24.05% | +11.32% |
| 2022 | +0.48% | +11.43% |
| 2021 | -12.88% | +29.77% |
| 2020 | -4.80% | -3.63% |
| 2019 | +6.71% | +26.33% |
| 2018 | -13.92% | -10.35% |
| 2017 | +28.47% | +13.97% |
| 2016 | +64.99% | +21.48% |
| 2015 | -35.82% | +4.29% |
| 2014 | -3.94% | +8.92% |
| 2013 | -26.81% | +41.70% |
| 2012 | +20.98% | +16.16% |
| 2011 | -22.39% | -9.14% |
| 2010 | +54.49% | +18.03% |
| 2009 | +34.33% | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
EPU vs IAK Drawdown Comparison
The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 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 -3.75%.
| Rank | EPU | IAK |
|---|---|---|
| #1 | -60.62% Jan 17, 2013 - Jan 24, 2018 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -50.96% Apr 19, 2018 - Mar 8, 2024 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -31.96% Dec 7, 2010 - Jan 14, 2013 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -20.85% Feb 27, 2026 - Aug 21, 2026 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -17.30% Jan 11, 2010 - Aug 2, 2010 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -14.82% Mar 25, 2025 - May 6, 2025 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -12.39% May 20, 2024 - Sep 26, 2024 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -9.88% Oct 28, 2024 - Mar 17, 2025 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -9.75% Oct 22, 2009 - Jan 6, 2010 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -9.28% Jan 26, 2018 - Apr 18, 2018 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -8.27% Jan 29, 2026 - Feb 25, 2026 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -7.82% Oct 16, 2025 - Dec 1, 2025 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -7.19% Jul 1, 2009 - Jul 20, 2009 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -5.96% Nov 8, 2010 - Dec 2, 2010 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -4.88% Oct 14, 2010 - Nov 2, 2010 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between EPU and IAK is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2006 - 2026)
EPU vs IAK dividend yield comparison.
| Year | EPU | IAK |
|---|---|---|
| 2026 | 1.51% | 1.63% |
| 2025 | 1.63% | 1.69% |
| 2024 | 5.78% | 1.49% |
| 2023 | 4.17% | 1.44% |
| 2022 | 5.56% | 1.69% |
| 2021 | 3.13% | 2.26% |
| 2020 | 1.91% | 2.07% |
| 2019 | 2.67% | 1.84% |
| 2018 | 1.53% | 2.33% |
| 2017 | 3.30% | 1.62% |
| 2016 | 0.85% | 1.68% |
| 2015 | 1.90% | 1.62% |
| 2014 | 1.66% | 1.57% |
| 2013 | 1.72% | 1.13% |
| 2012 | 3.54% | 1.74% |
| 2011 | 2.83% | 1.51% |
| 2010 | 1.69% | 2.08% |
| 2009 | 0.40% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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