IAK vs BKT

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and BlackRock Income Trust Inc (BKT, ETF).

5-Year PerformanceIAK has outperformed BKT, delivering a return of +13.3% compared to -3.0%

IAK vs BKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAK(ETF)	BKT(ETF)
Net Assets	$360M	$359M
Expense Ratio	0.38%	N/A
Max Drawdown	78.02%	58.60%
Sharpe Ratio	0.20	-0.40
5Y Beta	0.46	0.12
P/E Ratio	10.59	N/A
Forward P/E	10.90	N/A
5Y Dividends CAGR	17.28%	-2.98%
5Y EPS CAGR	17.51%	N/A
Debt to Equity	13.84%	N/A
P/S Ratio	1.17	N/A
P/B Ratio	1.71	N/A

Net Assets

Winner

IAK

$360M

BKT

$359M

Expense Ratio

IAK

0.38%

BKT

N/A

Max Drawdown

IAK

78.02%

Winner

BKT

58.60%

Sharpe Ratio

Winner

IAK

0.20

BKT

-0.40

5Y Beta

IAK

0.46

Winner

BKT

0.12

P/E Ratio

IAK

10.59

BKT

N/A

Forward P/E

IAK

10.90

BKT

N/A

5Y Dividends CAGR

Winner

IAK

17.28%

BKT

-2.98%

5Y EPS CAGR

IAK

17.51%

BKT

N/A

Debt to Equity

IAK

13.84%

BKT

N/A

P/S Ratio

IAK

1.17

BKT

N/A

P/B Ratio

IAK

1.71

BKT

N/A

IAK vs BKT - Historical Returns

Returns include dividend reinvestment.

Period	IAK	BKT
1 month	+2.58%	+1.82%
3 months	+4.40%	-0.87%
6 months	-0.35%	-0.23%
1 year	+4.67%	+0.60%
5 years(CAGR)	+13.33%	-3.05%
10 years(CAGR)	+12.71%	+1.08%
Max(CAGR)	+6.97%	+4.91%

Winner

IAK

+2.58%

BKT

+1.82%

Winner

IAK

+4.40%

BKT

-0.87%

IAK

-0.35%

Winner

BKT

-0.23%

Winner

IAK

+4.67%

BKT

+0.60%

5Y(CAGR)

Winner

IAK

+13.33%

BKT

-3.05%

10Y(CAGR)

Winner

IAK

+12.71%

BKT

+1.08%

Max(CAGR)

Winner

IAK

+6.97%

BKT

+4.91%

IAK vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IAK	BKT
2026	+1.82%	-0.67%
2025	+10.18%	+5.44%
2024	+26.86%	+3.16%
2023	+11.32%	+6.18%
2022	+11.43%	-21.38%
2021	+29.77%	-0.61%
2020	-3.63%	+7.53%
2019	+26.33%	+14.49%
2018	-10.35%	-2.90%
2017	+13.97%	+3.55%
2016	+21.48%	+4.44%
2015	+4.29%	+5.24%
2014	+8.92%	+4.76%
2013	+41.70%	-6.90%
2012	+16.16%	+6.66%
2011	-9.14%	+13.47%
2010	+18.03%	+13.39%
2009	+12.63%	+11.73%
2008	-50.01%	+9.97%
2007	-7.80%	-3.72%
2006	+8.66%	+6.92%
2005	N/A	-9.55%
2004	N/A	+4.53%
2003	N/A	+2.71%
2002	N/A	+21.54%
2001	N/A	+19.11%
2000	N/A	+19.25%
1999	N/A	-5.16%

IAK vs BKT Drawdown Comparison

The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current IAK drawdown is -0.35%. The current BKT drawdown is -18.18%.

Rank	IAK	BKT
#1	-77.37% May 22, 2007 - Dec 29, 2014	-35.71% Sep 15, 2021 - Oct 26, 2023
#2	-44.95% Feb 11, 2020 - Mar 8, 2021	-19.22% May 25, 2005 - May 12, 2008
#3	-20.30% Jan 26, 2018 - Apr 30, 2019	-19.03% Mar 17, 2004 - Sep 20, 2004
#4	-16.97% Dec 1, 2015 - Aug 29, 2016	-17.21% May 12, 2008 - Jan 5, 2009
#5	-14.74% Apr 20, 2022 - Nov 10, 2022	-17.19% Jun 12, 2003 - Feb 13, 2004
#6	-14.38% Feb 13, 2023 - Sep 19, 2023	-13.39% Oct 12, 2012 - Oct 6, 2015
#7	-11.58% Apr 2, 2025 - Dec 15, 2025	-10.90% Nov 5, 1999 - Jun 30, 2000
#8	-11.30% Nov 29, 2024 - Mar 17, 2025	-10.45% Feb 24, 2020 - May 12, 2020
#9	-10.64% Aug 17, 2015 - Dec 1, 2015	-7.48% Sep 13, 2017 - Feb 6, 2019
#10	-9.08% Dec 30, 2014 - May 19, 2015	-6.96% Nov 23, 2004 - Jan 27, 2005
#11	-8.71% May 7, 2021 - Aug 25, 2021	-6.87% Oct 14, 2002 - Dec 26, 2002
#12	-8.55% Aug 2, 2017 - Oct 10, 2017	-6.72% Feb 2, 2009 - May 18, 2009
#13	-8.41% Nov 3, 2021 - Jan 4, 2022	-6.70% Aug 23, 2001 - Oct 1, 2001
#14	-7.70% Feb 9, 2022 - Mar 18, 2022	-6.41% Oct 8, 2001 - Jan 15, 2002
#15	-7.62% Dec 15, 2025 - Mar 27, 2026	-6.03% Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between IAK and BKT is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2000 - 2026)

IAK vs BKT dividend yield comparison.

Year	IAK	BKT
2026	1.77%	5.07%
2025	1.69%	9.53%
2024	1.49%	9.19%
2023	1.44%	8.69%
2022	1.69%	8.35%
2021	2.26%	7.31%
2020	2.07%	6.80%
2019	1.84%	6.82%
2018	2.33%	6.48%
2017	1.62%	5.16%
2016	1.68%	5.10%
2015	1.62%	5.90%
2014	1.57%	6.60%
2013	1.13%	7.12%
2012	1.74%	6.61%
2011	1.51%	5.54%
2010	2.08%	4.28%
2009	1.60%	4.53%
2008	2.46%	4.90%
2007	1.19%	6.49%
2006	0.63%	6.80%
2005	0.00%	8.47%
2004	0.00%	8.51%
2003	0.00%	8.17%
2002	0.00%	12.51%
2001	0.00%	7.64%
2000	0.00%	4.29%