IAK vs CALI
Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and BlackRock Short-Term California Muni Bond ETF (CALI, ETF).
IAK vs CALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAK
$360M
Winner
CALI
$361M
Expense Ratio
IAK
0.38%
Winner
CALI
0.20%
Max Drawdown
IAK
78.02%
Winner
CALI
1.08%
Sharpe Ratio
Winner
IAK
0.20
CALI
-1.11
5Y Beta
IAK
0.46
Winner
CALI
0.01
P/E Ratio
IAK
10.59
CALI
N/A
Forward P/E
IAK
10.90
CALI
N/A
5Y Dividends CAGR
IAK
17.28%
CALI
N/A
5Y EPS CAGR
IAK
17.51%
CALI
N/A
Debt to Equity
IAK
13.84%
CALI
N/A
P/S Ratio
IAK
1.17
CALI
N/A
P/B Ratio
IAK
1.71
CALI
N/A
IAK vs CALI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAK
+2.58%
CALI
+0.45%
3M
Winner
IAK
+4.40%
CALI
+0.41%
6M
IAK
-0.35%
Winner
CALI
+1.20%
1Y
Winner
IAK
+4.67%
CALI
+2.91%
5Y(CAGR)
IAK
+13.33%
CALI
N/A
10Y(CAGR)
IAK
+12.71%
CALI
N/A
Max(CAGR)
Winner
IAK
+6.97%
CALI
+3.12%
IAK vs CALI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAK | CALI |
|---|---|---|
| 2026 | +1.82% | +0.99% |
| 2025 | +10.18% | +3.26% |
| 2024 | +26.86% | +2.84% |
| 2023 | +11.32% | +1.97% |
| 2022 | +11.43% | N/A |
| 2021 | +29.77% | N/A |
| 2020 | -3.63% | N/A |
| 2019 | +26.33% | N/A |
| 2018 | -10.35% | N/A |
| 2017 | +13.97% | N/A |
| 2016 | +21.48% | N/A |
| 2015 | +4.29% | N/A |
| 2014 | +8.92% | N/A |
| 2013 | +41.70% | N/A |
| 2012 | +16.16% | N/A |
| 2011 | -9.14% | N/A |
| 2010 | +18.03% | N/A |
| 2009 | +12.63% | N/A |
| 2008 | -50.01% | N/A |
| 2007 | -7.80% | N/A |
| 2006 | +8.66% | N/A |
IAK vs CALI Drawdown Comparison
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.
The current IAK drawdown is -0.35%.
| Rank | IAK | CALI |
|---|---|---|
| #1 | -77.37% May 22, 2007 - Dec 29, 2014 | -0.78% Apr 4, 2025 - May 27, 2025 |
| #2 | -44.95% Feb 11, 2020 - Mar 8, 2021 | -0.67% Feb 27, 2026 - May 28, 2026 |
| #3 | -20.30% Jan 26, 2018 - Apr 30, 2019 | -0.45% Sep 13, 2023 - Nov 3, 2023 |
| #4 | -16.97% Dec 1, 2015 - Aug 29, 2016 | -0.32% Dec 2, 2024 - Jan 15, 2025 |
| #5 | -14.74% Apr 20, 2022 - Nov 10, 2022 | -0.31% Mar 20, 2024 - May 2, 2024 |
| #6 | -14.38% Feb 13, 2023 - Sep 19, 2023 | -0.24% Jan 9, 2024 - Feb 1, 2024 |
| #7 | -11.58% Apr 2, 2025 - Dec 15, 2025 | -0.23% Mar 3, 2025 - Apr 1, 2025 |
| #8 | -11.30% Nov 29, 2024 - Mar 17, 2025 | -0.22% Jan 17, 2025 - Jan 31, 2025 |
| #9 | -10.64% Aug 17, 2015 - Dec 1, 2015 | -0.22% Oct 3, 2024 - Nov 4, 2024 |
| #10 | -9.08% Dec 30, 2014 - May 19, 2015 | -0.19% Sep 17, 2025 - Oct 10, 2025 |
| #11 | -8.71% May 7, 2021 - Aug 25, 2021 | -0.18% Nov 5, 2024 - Nov 8, 2024 |
| #12 | -8.55% Aug 2, 2017 - Oct 10, 2017 | -0.17% Jan 15, 2025 - Jan 17, 2025 |
| #13 | -8.41% Nov 3, 2021 - Jan 4, 2022 | -0.16% Jun 6, 2024 - Jun 12, 2024 |
| #14 | -7.70% Feb 9, 2022 - Mar 18, 2022 | -0.16% Nov 8, 2024 - Nov 15, 2024 |
| #15 | -7.62% Dec 15, 2025 - Mar 27, 2026 | -0.15% Jul 23, 2024 - Jul 30, 2024 |
Correlation
Correlation between IAK and CALI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2006 - 2026)
IAK vs CALI dividend yield comparison.
| Year | IAK | CALI |
|---|---|---|
| 2026 | 1.77% | 0.99% |
| 2025 | 1.69% | 2.62% |
| 2024 | 1.49% | 3.14% |
| 2023 | 1.44% | 1.37% |
| 2022 | 1.69% | 0.00% |
| 2021 | 2.26% | 0.00% |
| 2020 | 2.07% | 0.00% |
| 2019 | 1.84% | 0.00% |
| 2018 | 2.33% | 0.00% |
| 2017 | 1.62% | 0.00% |
| 2016 | 1.68% | 0.00% |
| 2015 | 1.62% | 0.00% |
| 2014 | 1.57% | 0.00% |
| 2013 | 1.13% | 0.00% |
| 2012 | 1.74% | 0.00% |
| 2011 | 1.51% | 0.00% |
| 2010 | 2.08% | 0.00% |
| 2009 | 1.60% | 0.00% |
| 2008 | 2.46% | 0.00% |
| 2007 | 1.19% | 0.00% |
| 2006 | 0.63% | 0.00% |
Select Stocks to Compare
Popular: IAK vs SPYCALI vs SPY
More Comparisons
Compare with similar stocks