IAK vs EELV
Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV, ETF).
5-Year PerformanceIAK has outperformed EELV, delivering a return of +15.7% compared to +7.8%
IAK vs EELV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAK
$422M
Winner
EELV
$423M
Expense Ratio
IAK
0.38%
Winner
EELV
0.29%
Max Drawdown
IAK
78.02%
Winner
EELV
47.27%
Sharpe Ratio
IAK
0.77
Winner
EELV
0.84
5Y Beta
Winner
IAK
0.42
EELV
0.45
P/E Ratio
IAK
11.05
EELV
N/A
Forward P/E
IAK
11.73
EELV
N/A
5Y Dividends CAGR
Winner
IAK
17.28%
EELV
13.25%
5Y EPS CAGR
IAK
17.73%
EELV
N/A
Debt to Equity
IAK
13.69%
EELV
N/A
P/S Ratio
IAK
1.33
EELV
N/A
P/B Ratio
IAK
1.90
EELV
N/A
IAK vs EELV - Holdings Comparison
IAK and EELV have 1 common holdings. Overlap is -0.14%
IAK's top 25 holdings weight is 89.69%. EELV's top 25 holdings weight is 18.56%.
| Rank | IAK | EELV |
|---|---|---|
| #1 | PROGRESSIVE CORP (PGR) - 13.99% | n/a (n/a) - 0.95% |
| #2 | CHUBB LTD (CB) - 13.17% | BOROUGE PLC (n/a) - 0.93% |
| #3 | THE TRAVELERS COMPANIES INC (TRV) - 7.40% | KUWAIT FINANCE HOUSE (n/a) - 0.92% |
| #4 | ALLSTATE CORP (ALL) - 6.66% | n/a (n/a) - 0.91% |
| #5 | AFLAC INC (AFL) - 4.54% | CHUNGHWA TELECOM CO LTD (n/a) - 0.83% |
| #6 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40% | TAIWAN HIGH SPEED RAIL CORP (n/a) - 0.81% |
| #7 | METLIFE INC (MET) - 4.35% | BOUBYAN BANK KSC (n/a) - 0.75% |
| #8 | PRUDENTIAL FINANCIAL INC (PRU) - 4.19% | CHANG HWA COMMERCIAL BANK LTD (n/a) - 0.75% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10% | TAICHUNG COMMERCIAL BANK CO LTD (n/a) - 0.75% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 3.82% | TAIWAN BUSINESS BANK (n/a) - 0.75% |
| #11 | CINCINNATI FINANCIAL CORP (CINF) - 3.03% | STARLUX AIRLINES CO LTD ORDINARY SHARES (n/a) - 0.73% |
| #12 | MARKEL GROUP INC (MKL) - 2.64% | SAUDI TELECOM CO (n/a) - 0.73% |
| #13 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35% | MEGA FINANCIAL HOLDING CO LTD (n/a) - 0.71% |
| #14 | WR BERKLEY CORP (WRB) - 2.26% | SCB X PCL NVDR (n/a) - 0.70% |
| #15 | LOEWS CORP (L) - 2.10% | THE SHANGHAI COMMERCIAL AND SAVINGS BANK (n/a) - 0.70% |
| #16 | GLOBE LIFE INC (GL) - 1.49% | NEPI ROCKCASTLE NV (n/a) - 0.70% |
| #17 | UNUM GROUP (UNM) - 1.40% | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.69% |
| #18 | ASSURANT INC (AIZ) - 1.22% | JARIR MARKETING CO (n/a) - 0.68% |
| #19 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.07% | MALAYAN BANKING BHD (n/a) - 0.67% |
| #20 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06% | ALRAYAN BANK SHS PARTLY PAID (n/a) - 0.67% |
| #21 | PRIMERICA INC (PRI) - 1.02% | n/a (n/a) - 0.66% |
| #22 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02% | TAIWAN MOBILE CO LTD (n/a) - 0.66% |
| #23 | KINSALE CAPITAL GROUP INC (KNSL) - 0.83% | MOBILE TELECOMMUNICATIONS CO KSC (n/a) - 0.65% |
| #24 | THE HANOVER INSURANCE GROUP INC (THG) - 0.82% | IOI CORP BHD (n/a) - 0.63% |
| #25 | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76% | NATIONAL BANK OF KUWAIT SAK (n/a) - 0.63% |
| Total Holdings | 60 | 222 |
IAK vs EELV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAK
+7.47%
EELV
+0.55%
3M
Winner
IAK
+9.41%
EELV
-1.15%
6M
Winner
IAK
+13.82%
EELV
+2.31%
1Y
Winner
IAK
+16.81%
EELV
+13.46%
5Y(CAGR)
Winner
IAK
+15.68%
EELV
+7.78%
10Y(CAGR)
Winner
IAK
+13.22%
EELV
+6.42%
Max(CAGR)
Winner
IAK
+7.33%
EELV
+4.36%
IAK vs EELV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAK | EELV |
|---|---|---|
| 2026 | +9.86% | +5.31% |
| 2025 | +10.18% | +22.38% |
| 2024 | +26.86% | +2.28% |
| 2023 | +11.32% | +9.09% |
| 2022 | +11.43% | -3.22% |
| 2021 | +29.77% | +16.19% |
| 2020 | -3.63% | -4.69% |
| 2019 | +26.33% | +8.94% |
| 2018 | -10.35% | -6.85% |
| 2017 | +13.97% | +24.52% |
| 2016 | +21.48% | +7.76% |
| 2015 | +4.29% | -17.71% |
| 2014 | +8.92% | -2.23% |
| 2013 | +41.70% | -2.50% |
| 2012 | +16.16% | +17.60% |
| 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 EELV Drawdown Comparison
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The maximum drawdown for EELV was -36.30%, occurring on Mar 19, 2020. Recovery took 811 trading sessions.
The current IAK drawdown is -1.55%. The current EELV drawdown is -2.89%.
| Rank | IAK | EELV |
|---|---|---|
| #1 | -77.37% May 22, 2007 - Dec 29, 2014 | -36.30% Jan 26, 2018 - Apr 19, 2021 |
| #2 | -44.95% Feb 11, 2020 - Mar 8, 2021 | -34.89% Sep 5, 2014 - Jan 22, 2018 |
| #3 | -20.30% Jan 26, 2018 - Apr 30, 2019 | -19.05% Apr 13, 2022 - May 15, 2024 |
| #4 | -16.97% Dec 1, 2015 - Aug 29, 2016 | -16.55% May 8, 2013 - Aug 19, 2014 |
| #5 | -14.74% Apr 20, 2022 - Nov 10, 2022 | -11.78% Sep 26, 2024 - May 13, 2025 |
| #6 | -14.38% Feb 13, 2023 - Sep 19, 2023 | -10.11% May 1, 2012 - Aug 16, 2012 |
| #7 | -11.58% Apr 2, 2025 - Dec 15, 2025 | -8.22% Feb 24, 2026 - Mar 20, 2026 |
| #8 | -11.30% Nov 29, 2024 - Mar 17, 2025 | -5.54% Feb 16, 2022 - Apr 13, 2022 |
| #9 | -10.64% Aug 17, 2015 - Dec 1, 2015 | -4.87% May 7, 2021 - Jun 1, 2021 |
| #10 | -9.08% Dec 30, 2014 - May 19, 2015 | -4.33% Nov 12, 2021 - Jan 10, 2022 |
| #11 | -8.71% May 7, 2021 - Aug 25, 2021 | -4.01% Apr 2, 2012 - May 1, 2012 |
| #12 | -8.55% Aug 2, 2017 - Oct 10, 2017 | -3.83% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -8.41% Nov 3, 2021 - Jan 4, 2022 | -3.72% Jun 2, 2021 - Aug 30, 2021 |
| #14 | -7.70% Feb 9, 2022 - Mar 18, 2022 | -3.65% Mar 1, 2012 - Apr 2, 2012 |
| #15 | -7.62% Dec 15, 2025 - Jun 16, 2026 | -3.55% Mar 8, 2013 - Apr 30, 2013 |
Correlation
Correlation between IAK and EELV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2006 - 2026)
IAK vs EELV dividend yield comparison.
| Year | IAK | EELV |
|---|---|---|
| 2026 | 1.64% | 2.45% |
| 2025 | 1.69% | 3.75% |
| 2024 | 1.49% | 4.70% |
| 2023 | 1.44% | 4.00% |
| 2022 | 1.69% | 3.46% |
| 2021 | 2.26% | 4.35% |
| 2020 | 2.07% | 2.82% |
| 2019 | 1.84% | 3.14% |
| 2018 | 2.33% | 5.50% |
| 2017 | 1.62% | 2.92% |
| 2016 | 1.68% | 2.29% |
| 2015 | 1.62% | 2.53% |
| 2014 | 1.57% | 3.25% |
| 2013 | 1.13% | 2.10% |
| 2012 | 1.74% | 0.98% |
| 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% |
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