IAK vs KF

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and Korea Fund Inc (KF, ETF).

5-Year PerformanceKF has outperformed IAK, delivering a return of +20.7% compared to +13.3%

IAK vs KF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAK(ETF)	KF(ETF)
Net Assets	$360M	$358M
Expense Ratio	0.38%	N/A
Max Drawdown	78.02%	96.75%
Sharpe Ratio	0.20	2.58
5Y Beta	0.46	1.04
P/E Ratio	10.59	N/A
Forward P/E	10.90	N/A
5Y Dividends CAGR	17.28%	N/A
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

$358M

Expense Ratio

IAK

0.38%

N/A

Max Drawdown

Winner

IAK

78.02%

96.75%

Sharpe Ratio

IAK

0.20

Winner

2.58

5Y Beta

Winner

IAK

0.46

1.04

P/E Ratio

IAK

10.59

N/A

Forward P/E

IAK

10.90

N/A

5Y Dividends CAGR

IAK

17.28%

N/A

5Y EPS CAGR

IAK

17.51%

N/A

Debt to Equity

IAK

13.84%

N/A

P/S Ratio

IAK

1.17

N/A

P/B Ratio

IAK

1.71

N/A

IAK vs KF - Historical Returns

Returns include dividend reinvestment.

Period	IAK	KF
1 month	+2.58%	+18.31%
3 months	+4.40%	+59.78%
6 months	-0.35%	+121.93%
1 year	+4.67%	+208.08%
5 years(CAGR)	+13.33%	+20.74%
10 years(CAGR)	+12.71%	+17.42%
Max(CAGR)	+6.97%	+10.51%

IAK

+2.58%

Winner

+18.31%

IAK

+4.40%

Winner

+59.78%

IAK

-0.35%

Winner

+121.93%

IAK

+4.67%

Winner

+208.08%

5Y(CAGR)

IAK

+13.33%

Winner

+20.74%

10Y(CAGR)

IAK

+12.71%

Winner

+17.42%

Max(CAGR)

IAK

+6.97%

Winner

+10.51%

IAK vs KF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IAK	KF
2026	+1.82%	+103.25%
2025	+10.18%	+98.86%
2024	+26.86%	-18.51%
2023	+11.32%	+13.32%
2022	+11.43%	-30.31%
2021	+29.77%	+5.95%
2020	-3.63%	+37.37%
2019	+26.33%	+6.79%
2018	-10.35%	-20.45%
2017	+13.97%	+41.29%
2016	+21.48%	+5.01%
2015	+4.29%	-2.76%
2014	+8.92%	-6.13%
2013	+41.70%	-2.46%
2012	+16.16%	+14.16%
2011	-9.14%	-7.85%
2010	+18.03%	+21.04%
2009	+12.63%	+0.12%
2008	-50.01%	-49.41%
2007	-7.80%	+28.77%
2006	+8.66%	+12.17%
2005	N/A	+52.23%
2004	N/A	+33.44%
2003	N/A	+34.28%
2002	N/A	+7.69%
2001	N/A	+25.42%
2000	N/A	-38.22%
1999	N/A	+30.51%

IAK vs KF Drawdown Comparison

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

The maximum drawdown for KF was -79.50%, occurring on Mar 2, 2009. Recovery took 3402 trading sessions.

The current IAK drawdown is -0.35%. The current KF drawdown is -1.35%.

Rank	IAK	KF
#1	-77.37% May 22, 2007 - Dec 29, 2014	-79.50% Oct 31, 2007 - May 7, 2021
#2	-44.95% Feb 11, 2020 - Mar 8, 2021	-50.16% Jan 3, 2000 - Mar 4, 2002
#3	-20.30% Jan 26, 2018 - Apr 30, 2019	-47.68% Jun 7, 2021 - Oct 2, 2025
#4	-16.97% Dec 1, 2015 - Aug 29, 2016	-35.82% Apr 23, 2002 - Dec 19, 2003
#5	-14.74% Apr 20, 2022 - Nov 10, 2022	-25.42% Feb 26, 2026 - Apr 30, 2026
#6	-14.38% Feb 13, 2023 - Sep 19, 2023	-24.74% Apr 12, 2004 - Nov 15, 2004
#7	-11.58% Apr 2, 2025 - Dec 15, 2025	-24.37% May 8, 2006 - Feb 22, 2007
#8	-11.30% Nov 29, 2024 - Mar 17, 2025	-20.22% Jul 23, 2007 - Sep 26, 2007
#9	-10.64% Aug 17, 2015 - Dec 1, 2015	-16.63% Jun 1, 2026 - Jun 5, 2026
#10	-9.08% Dec 30, 2014 - May 19, 2015	-13.70% Mar 14, 2005 - Jul 14, 2005
#11	-8.71% May 7, 2021 - Aug 25, 2021	-13.06% Feb 22, 2007 - Apr 23, 2007
#12	-8.55% Aug 2, 2017 - Oct 10, 2017	-11.49% May 11, 2026 - May 26, 2026
#13	-8.41% Nov 3, 2021 - Jan 4, 2022	-10.90% Nov 3, 2025 - Jan 2, 2026
#14	-7.70% Feb 9, 2022 - Mar 18, 2022	-10.66% Aug 12, 2005 - Sep 15, 2005
#15	-7.62% Dec 15, 2025 - Mar 27, 2026	-10.23% Oct 4, 2005 - Nov 2, 2005

Correlation

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

0.64

-101

Dividend Comparison (1999 - 2026)

IAK vs KF dividend yield comparison.

Year	IAK	KF
2026	1.77%	0.00%
2025	1.69%	1.20%
2024	1.49%	2.46%
2023	1.44%	0.00%
2022	1.69%	15.93%
2021	2.26%	26.50%
2020	2.07%	1.30%
2019	1.84%	0.24%
2018	2.33%	18.67%
2017	1.62%	9.75%
2016	1.68%	1.03%
2015	1.62%	13.66%
2014	1.57%	0.00%
2013	1.13%	0.00%
2012	1.74%	0.00%
2011	1.51%	15.24%
2010	2.08%	0.68%
2009	1.60%	0.02%
2008	2.46%	262.35%
2007	1.19%	65.67%
2006	0.63%	20.84%
2005	0.00%	2.39%
2004	0.00%	2.70%
2003	0.00%	1.63%
2002	0.00%	6.14%
2001	0.00%	1.04%
2000	0.00%	1.61%
1999	0.00%	2.69%