IAK vs EPU
Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF).
5-Year PerformanceEPU has outperformed IAK, delivering a return of +35.1% compared to +14.6%
IAK vs EPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAK
$537M
EPU
$532M
Expense Ratio
Winner
IAK
0.37%
EPU
0.59%
Max Drawdown
IAK
78.02%
Winner
EPU
64.62%
Sharpe Ratio
IAK
0.60
Winner
EPU
1.95
5Y Beta
Winner
IAK
0.40
EPU
0.89
P/E Ratio
Winner
IAK
10.26
EPU
17.83
Forward P/E
Winner
IAK
11.55
EPU
19.85
PEG Ratio
Winner
IAK
0.17
EPU
0.29
5Y Dividends CAGR
IAK
17.28%
Winner
EPU
23.04%
5Y EPS CAGR
IAK
15.99%
Winner
EPU
41.79%
Debt to Equity
Winner
IAK
14.23%
EPU
64.08%
P/S Ratio
Winner
IAK
1.29
EPU
1.73
P/B Ratio
Winner
IAK
1.82
EPU
3.67
IAK vs EPU - Holdings Comparison
IAK and EPU have 1 common holdings. Overlap is -1.04%
IAK's top 25 holdings weight is 90.35%. EPU's top 25 holdings weight is 99.39%.
| Rank | IAK | EPU |
|---|---|---|
| #1 | CHUBB LTD (CB) - 12.93% | CREDICORP LTD (BAP) - 23.91% |
| #2 | PROGRESSIVE CORP (PGR) - 12.57% | SOUTHERN COPPER CORP (SCCO) - 22.33% |
| #3 | THE TRAVELERS COMPANIES INC (TRV) - 8.12% | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 4.04% |
| #4 | ALLSTATE CORP (ALL) - 6.98% | HOCHSCHILD MINING PLC (n/a) - 3.80% |
| #5 | METLIFE INC (MET) - 4.70% | VOLCAN COMPANIA MINERA SAA PARTICIPATING PREFERRED (n/a) - 3.21% |
| #6 | PRUDENTIAL FINANCIAL INC (PRU) - 4.68% | INTERCORP FINANCIAL SERVICES INC (n/a) - 3.15% |
| #7 | AFLAC INC (AFL) - 4.55% | PARQUE ARAUCO SA (n/a) - 2.92% |
| #8 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.25% | FERREYCORP SAA (n/a) - 2.88% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.12% | SOCIEDAD MINERA CERRO VERDE SAA (n/a) - 2.75% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 3.72% | LAUREATE EDUCATION INC SHS (LAUR) - 2.74% |
| #11 | CINCINNATI FINANCIAL CORP (CINF) - 2.87% | INTERCONEXION ELECTRICA SA ESP (n/a) - 2.74% |
| #12 | MARKEL GROUP INC (MKL) - 2.46% | MMG LTD (n/a) - 2.65% |
| #13 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.41% | PAN AMERICAN SILVER CORP (n/a) - 2.62% |
| #14 | WR BERKLEY CORP (WRB) - 2.23% | FALABELLA SA (n/a) - 2.41% |
| #15 | LOEWS CORP (L) - 2.05% | FORTUNA MINING CORP (n/a) - 2.21% |
| #16 | ASSURANT INC (AIZ) - 1.50% | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.16% |
| #17 | GLOBE LIFE INC (GL) - 1.50% | WHEATON PRECIOUS METALS CORP (WPM) - 2.16% |
| #18 | UNUM GROUP (UNM) - 1.43% | CEMENTOS PACASMAYO SAA (n/a) - 2.04% |
| #19 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.33% | INRETAIL PERU CORP (n/a) - 2.04% |
| #20 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.09% | BANCO BBVA PERU (n/a) - 1.98% |
| #21 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07% | EMPRESA NACIONAL DE TELECOMUNICACIONES SA (n/a) - 1.44% |
| #22 | PRIMERICA INC (PRI) - 1.04% | USD CASH (n/a) - 1.11% |
| #23 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.03% | AUNA SA CLASS A ORDINARY SHARES (AUNA) - 1.00% |
| #24 | KINSALE CAPITAL GROUP INC (KNSL) - 0.88% | CASA GRANDE SAA (n/a) - 0.60% |
| #25 | THE HANOVER INSURANCE GROUP INC (THG) - 0.84% | INVERSIONES PORTUARIAS CHANCAY SAA PFS UNDATED PEN 0.10 CLASS B (n/a) - 0.50% |
| Total Holdings | 60 | 41 |
IAK vs EPU - Historical Returns
Returns include dividend reinvestment.
1M
IAK
-1.21%
Winner
EPU
+10.27%
3M
IAK
+9.45%
Winner
EPU
+15.99%
6M
Winner
IAK
+10.38%
EPU
+3.94%
1Y
IAK
+13.55%
Winner
EPU
+81.76%
5Y(CAGR)
IAK
+14.55%
Winner
EPU
+35.09%
10Y(CAGR)
IAK
+13.13%
Winner
EPU
+14.53%
Max(CAGR)
IAK
+7.32%
Winner
EPU
+11.20%
IAK vs EPU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAK | EPU |
|---|---|---|
| 2026 | +10.37% | +31.77% |
| 2025 | +10.18% | +85.21% |
| 2024 | +26.86% | +23.00% |
| 2023 | +11.32% | +24.05% |
| 2022 | +11.43% | +0.48% |
| 2021 | +29.77% | -12.88% |
| 2020 | -3.63% | -4.80% |
| 2019 | +26.33% | +6.71% |
| 2018 | -10.35% | -13.92% |
| 2017 | +13.97% | +28.47% |
| 2016 | +21.48% | +64.99% |
| 2015 | +4.29% | -35.82% |
| 2014 | +8.92% | -3.94% |
| 2013 | +41.70% | -26.81% |
| 2012 | +16.16% | +20.98% |
| 2011 | -9.14% | -22.39% |
| 2010 | +18.03% | +54.49% |
| 2009 | +12.63% | +34.33% |
| 2008 | -50.01% | N/A |
| 2007 | -7.80% | N/A |
| 2006 | +8.66% | N/A |
IAK vs EPU Drawdown Comparison
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.
The current IAK drawdown is -3.75%.
| Rank | IAK | EPU |
|---|---|---|
| #1 | -77.37% May 22, 2007 - Dec 29, 2014 | -60.62% Jan 17, 2013 - Jan 24, 2018 |
| #2 | -44.95% Feb 11, 2020 - Mar 8, 2021 | -50.96% Apr 19, 2018 - Mar 8, 2024 |
| #3 | -20.30% Jan 26, 2018 - Apr 30, 2019 | -31.96% Dec 7, 2010 - Jan 14, 2013 |
| #4 | -16.97% Dec 1, 2015 - Aug 29, 2016 | -20.85% Feb 27, 2026 - Aug 21, 2026 |
| #5 | -14.74% Apr 20, 2022 - Nov 10, 2022 | -17.30% Jan 11, 2010 - Aug 2, 2010 |
| #6 | -14.38% Feb 13, 2023 - Sep 19, 2023 | -14.82% Mar 25, 2025 - May 6, 2025 |
| #7 | -11.58% Apr 2, 2025 - Dec 15, 2025 | -12.39% May 20, 2024 - Sep 26, 2024 |
| #8 | -11.30% Nov 29, 2024 - Mar 17, 2025 | -9.88% Oct 28, 2024 - Mar 17, 2025 |
| #9 | -10.64% Aug 17, 2015 - Dec 1, 2015 | -9.75% Oct 22, 2009 - Jan 6, 2010 |
| #10 | -9.08% Dec 30, 2014 - May 19, 2015 | -9.28% Jan 26, 2018 - Apr 18, 2018 |
| #11 | -8.71% May 7, 2021 - Aug 25, 2021 | -8.27% Jan 29, 2026 - Feb 25, 2026 |
| #12 | -8.55% Aug 2, 2017 - Oct 10, 2017 | -7.82% Oct 16, 2025 - Dec 1, 2025 |
| #13 | -8.41% Nov 3, 2021 - Jan 4, 2022 | -7.19% Jul 1, 2009 - Jul 20, 2009 |
| #14 | -7.70% Feb 9, 2022 - Mar 18, 2022 | -5.96% Nov 8, 2010 - Dec 2, 2010 |
| #15 | -7.62% Dec 15, 2025 - Jun 16, 2026 | -4.88% Oct 14, 2010 - Nov 2, 2010 |
Correlation
Correlation between IAK and EPU is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2006 - 2026)
IAK vs EPU dividend yield comparison.
| Year | IAK | EPU |
|---|---|---|
| 2026 | 1.63% | 1.51% |
| 2025 | 1.69% | 1.63% |
| 2024 | 1.49% | 5.78% |
| 2023 | 1.44% | 4.17% |
| 2022 | 1.69% | 5.56% |
| 2021 | 2.26% | 3.13% |
| 2020 | 2.07% | 1.91% |
| 2019 | 1.84% | 2.67% |
| 2018 | 2.33% | 1.53% |
| 2017 | 1.62% | 3.30% |
| 2016 | 1.68% | 0.85% |
| 2015 | 1.62% | 1.90% |
| 2014 | 1.57% | 1.66% |
| 2013 | 1.13% | 1.72% |
| 2012 | 1.74% | 3.54% |
| 2011 | 1.51% | 2.83% |
| 2010 | 2.08% | 1.69% |
| 2009 | 1.60% | 0.40% |
| 2008 | 2.46% | 0.00% |
| 2007 | 1.19% | 0.00% |
| 2006 | 0.63% | 0.00% |
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