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