EZA vs IAK
Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed EZA, delivering a return of +14.6% compared to +13.7%
EZA vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EZA
$537M
IAK
$537M
Expense Ratio
EZA
0.59%
Winner
IAK
0.37%
Max Drawdown
Winner
EZA
68.15%
IAK
78.02%
Sharpe Ratio
Winner
EZA
0.96
IAK
0.60
5Y Beta
EZA
0.98
Winner
IAK
0.40
P/E Ratio
EZA
N/A
IAK
10.26
Forward P/E
EZA
N/A
IAK
11.55
PEG Ratio
EZA
N/A
IAK
0.17
5Y Dividends CAGR
EZA
14.29%
Winner
IAK
17.28%
5Y EPS CAGR
EZA
N/A
IAK
15.99%
Debt to Equity
EZA
N/A
IAK
14.23%
P/S Ratio
EZA
N/A
IAK
1.29
P/B Ratio
EZA
N/A
IAK
1.82
EZA vs IAK - Holdings Comparison
EZA and IAK have 1 common holdings. Overlap is -1.04%
EZA's top 25 holdings weight is 97.71%. IAK's top 25 holdings weight is 90.35%.
| Rank | EZA | IAK |
|---|---|---|
| #1 | ANGLOGOLD ASHANTI PLC (AU) - 12.40% | CHUBB LTD (CB) - 12.93% |
| #2 | NASPERS LTD CLASS N (n/a) - 9.81% | PROGRESSIVE CORP (PGR) - 12.57% |
| #3 | GOLD FIELDS LTD (n/a) - 9.08% | THE TRAVELERS COMPANIES INC (TRV) - 8.12% |
| #4 | FIRSTRAND LTD (n/a) - 7.56% | ALLSTATE CORP (ALL) - 6.98% |
| #5 | STANDARD BANK GROUP LTD (n/a) - 6.41% | METLIFE INC (MET) - 4.70% |
| #6 | VALTERRA PLATINUM LTD (n/a) - 4.95% | PRUDENTIAL FINANCIAL INC (PRU) - 4.68% |
| #7 | CAPITEC BANK HOLDINGS LTD (n/a) - 4.91% | AFLAC INC (AFL) - 4.55% |
| #8 | MTN GROUP LTD (n/a) - 4.07% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.25% |
| #9 | ABSA GROUP LTD (n/a) - 3.41% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.12% |
| #10 | IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.37% | ARCH CAPITAL GROUP LTD (ACGL) - 3.72% |
| #11 | HARMONY GOLD MINING CO LTD (n/a) - 3.21% | CINCINNATI FINANCIAL CORP (CINF) - 2.87% |
| #12 | SANLAM LTD (n/a) - 2.70% | MARKEL GROUP INC (MKL) - 2.46% |
| #13 | SHOPRITE HOLDINGS LTD (n/a) - 2.65% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.41% |
| #14 | BID CORP LTD (n/a) - 2.60% | WR BERKLEY CORP (WRB) - 2.23% |
| #15 | DISCOVERY LTD (n/a) - 2.57% | LOEWS CORP (L) - 2.05% |
| #16 | NEDBANK GROUP LTD (n/a) - 2.37% | ASSURANT INC (AIZ) - 1.50% |
| #17 | SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 2.21% | GLOBE LIFE INC (GL) - 1.50% |
| #18 | SASOL LTD (n/a) - 1.98% | UNUM GROUP (UNM) - 1.43% |
| #19 | REMGRO LTD (n/a) - 1.83% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.33% |
| #20 | VODACOM GROUP LTD (n/a) - 1.78% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.09% |
| #21 | NORTHAM PLATINUM HOLDINGS LTD (n/a) - 1.75% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07% |
| #22 | NEPI ROCKCASTLE NV (n/a) - 1.75% | PRIMERICA INC (PRI) - 1.04% |
| #23 | BIDVEST GROUP LTD (n/a) - 1.54% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.03% |
| #24 | PEPKOR HOLDINGS LTD (n/a) - 1.40% | KINSALE CAPITAL GROUP INC (KNSL) - 0.88% |
| #25 | OUTSURANCE GROUP LTD (n/a) - 1.40% | THE HANOVER INSURANCE GROUP INC (THG) - 0.84% |
| Total Holdings | 35 | 60 |
EZA vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZA
+16.80%
IAK
-1.21%
3M
EZA
+8.22%
Winner
IAK
+9.45%
6M
EZA
-8.09%
Winner
IAK
+10.38%
1Y
Winner
EZA
+31.69%
IAK
+13.55%
5Y(CAGR)
EZA
+13.75%
Winner
IAK
+14.55%
10Y(CAGR)
EZA
+7.36%
Winner
IAK
+13.13%
Max(CAGR)
Winner
EZA
+9.64%
IAK
+7.32%
EZA vs IAK - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EZA | IAK |
|---|---|---|
| 2026 | +4.96% | +10.37% |
| 2025 | +73.49% | +10.18% |
| 2024 | +9.82% | +26.86% |
| 2023 | -1.59% | +11.32% |
| 2022 | -6.50% | +11.43% |
| 2021 | +7.43% | +29.77% |
| 2020 | -6.02% | -3.63% |
| 2019 | +9.97% | +26.33% |
| 2018 | -25.17% | -10.35% |
| 2017 | +34.76% | +13.97% |
| 2016 | +19.57% | +21.48% |
| 2015 | -24.50% | +4.29% |
| 2014 | +6.87% | +8.92% |
| 2013 | -7.68% | +41.70% |
| 2012 | +17.91% | +16.16% |
| 2011 | -15.89% | -9.14% |
| 2010 | +32.24% | +18.03% |
| 2009 | +47.87% | +12.63% |
| 2008 | -38.47% | -50.01% |
| 2007 | +18.24% | -7.80% |
| 2006 | +13.00% | +8.66% |
| 2005 | +24.77% | N/A |
| 2004 | +40.73% | N/A |
| 2003 | +47.69% | N/A |
EZA vs IAK Drawdown Comparison
The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current EZA drawdown is -10.74%. The current IAK drawdown is -3.75%.
| Rank | EZA | IAK |
|---|---|---|
| #1 | -64.67% Oct 31, 2007 - Oct 5, 2010 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -62.32% Jan 26, 2018 - May 23, 2025 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -45.03% Apr 28, 2015 - Dec 21, 2017 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -29.56% May 9, 2006 - Feb 22, 2007 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -25.94% Apr 29, 2011 - May 14, 2014 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -24.38% Feb 27, 2026 - Jul 23, 2026 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -20.25% Jul 23, 2007 - Oct 4, 2007 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -19.16% Apr 6, 2004 - Sep 16, 2004 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -18.04% Mar 9, 2005 - Aug 10, 2005 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -17.71% Sep 5, 2014 - Apr 28, 2015 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -13.68% Feb 1, 2006 - Apr 3, 2006 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -13.47% Feb 23, 2007 - Apr 2, 2007 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -13.40% Jan 3, 2011 - Apr 6, 2011 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -12.38% Jan 3, 2005 - Feb 24, 2005 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -11.13% Sep 30, 2005 - Nov 21, 2005 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between EZA and IAK is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2003 - 2026)
EZA vs IAK dividend yield comparison.
| Year | EZA | IAK |
|---|---|---|
| 2026 | 2.01% | 1.63% |
| 2025 | 6.16% | 1.69% |
| 2024 | 7.26% | 1.49% |
| 2023 | 2.84% | 1.44% |
| 2022 | 3.90% | 1.69% |
| 2021 | 2.05% | 2.26% |
| 2020 | 5.51% | 2.07% |
| 2019 | 12.27% | 1.84% |
| 2018 | 3.81% | 2.33% |
| 2017 | 1.55% | 1.62% |
| 2016 | 4.10% | 1.68% |
| 2015 | 3.03% | 1.62% |
| 2014 | 2.20% | 1.57% |
| 2013 | 2.44% | 1.13% |
| 2012 | 3.01% | 1.74% |
| 2011 | 3.15% | 1.51% |
| 2010 | 2.43% | 2.08% |
| 2009 | 3.70% | 1.60% |
| 2008 | 6.06% | 2.46% |
| 2007 | 2.01% | 1.19% |
| 2006 | 2.18% | 0.63% |
| 2005 | 2.00% | 0.00% |
| 2004 | 1.52% | 0.00% |
| 2003 | 2.42% | 0.00% |
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