IAK vs KTF

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and DWS Municipal Income Trust (KTF, ETF).

5-Year PerformanceIAK has outperformed KTF, delivering a return of +13.3% compared to +0.2%

IAK vs KTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAK(ETF)	KTF(ETF)
Net Assets	$360M	$361M
Expense Ratio	0.38%	N/A
Max Drawdown	78.02%	55.06%
Sharpe Ratio	0.20	1.17
5Y Beta	0.46	0.08
P/E Ratio	10.59	N/A
Forward P/E	10.90	N/A
5Y Dividends CAGR	17.28%	7.85%
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

IAK

$360M

Winner

KTF

$361M

Expense Ratio

IAK

0.38%

KTF

N/A

Max Drawdown

IAK

78.02%

Winner

KTF

55.06%

Sharpe Ratio

IAK

0.20

Winner

KTF

1.17

5Y Beta

IAK

0.46

Winner

KTF

0.08

P/E Ratio

IAK

10.59

KTF

N/A

Forward P/E

IAK

10.90

KTF

N/A

5Y Dividends CAGR

Winner

IAK

17.28%

KTF

7.85%

5Y EPS CAGR

IAK

17.51%

KTF

N/A

Debt to Equity

IAK

13.84%

KTF

N/A

P/S Ratio

IAK

1.17

KTF

N/A

P/B Ratio

IAK

1.71

KTF

N/A

IAK vs KTF - Historical Returns

Returns include dividend reinvestment.

Period	IAK	KTF
1 month	+2.58%	+3.04%
3 months	+4.40%	+2.16%
6 months	-0.35%	+5.66%
1 year	+4.67%	+13.07%
5 years(CAGR)	+13.33%	+0.17%
10 years(CAGR)	+12.71%	+1.26%
Max(CAGR)	+6.97%	+5.88%

IAK

+2.58%

Winner

KTF

+3.04%

Winner

IAK

+4.40%

KTF

+2.16%

IAK

-0.35%

Winner

KTF

+5.66%

IAK

+4.67%

Winner

KTF

+13.07%

5Y(CAGR)

Winner

IAK

+13.33%

KTF

+0.17%

10Y(CAGR)

Winner

IAK

+12.71%

KTF

+1.26%

Max(CAGR)

Winner

IAK

+6.97%

KTF

+5.88%

IAK vs KTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IAK	KTF
2026	+1.82%	+4.80%
2025	+10.18%	+3.99%
2024	+26.86%	+12.91%
2023	+11.32%	+5.86%
2022	+11.43%	-23.87%
2021	+29.77%	+6.09%
2020	-3.63%	+7.62%
2019	+26.33%	+12.58%
2018	-10.35%	-8.39%
2017	+13.97%	-5.18%
2016	+21.48%	+2.51%
2015	+4.29%	+6.87%
2014	+8.92%	+18.50%
2013	+41.70%	-13.85%
2012	+16.16%	+12.64%
2011	-9.14%	+31.44%
2010	+18.03%	+5.11%
2009	+12.63%	+50.64%
2008	-50.01%	-18.13%
2007	-7.80%	+0.56%
2006	+8.66%	-9.11%
2005	N/A	+18.25%
2004	N/A	+0.51%
2003	N/A	+17.49%
2002	N/A	+7.70%
2001	N/A	+9.36%
2000	N/A	+15.39%
1999	N/A	-5.12%

IAK vs KTF Drawdown Comparison

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

The maximum drawdown for KTF was -46.96%, occurring on Dec 16, 2008. Recovery took 885 trading sessions.

The current IAK drawdown is -0.35%. The current KTF drawdown is -2.92%.

Rank	IAK	KTF
#1	-77.37% May 22, 2007 - Dec 29, 2014	-46.96% Feb 1, 2006 - Aug 7, 2009
#2	-44.95% Feb 11, 2020 - Mar 8, 2021	-35.40% Jul 28, 2021 - Oct 25, 2023
#3	-20.30% Jan 26, 2018 - Apr 30, 2019	-26.62% Sep 6, 2016 - Jan 28, 2021
#4	-16.97% Dec 1, 2015 - Aug 29, 2016	-22.47% Jan 23, 2013 - Jan 12, 2015
#5	-14.74% Apr 20, 2022 - Nov 10, 2022	-20.35% Sep 30, 2010 - Sep 8, 2011
#6	-14.38% Feb 13, 2023 - Sep 19, 2023	-16.13% Feb 27, 2004 - Aug 26, 2004
#7	-11.58% Apr 2, 2025 - Dec 15, 2025	-14.80% Aug 28, 2000 - Jan 23, 2001
#8	-11.30% Nov 29, 2024 - Mar 17, 2025	-12.45% Nov 4, 1999 - Mar 30, 2000
#9	-10.64% Aug 17, 2015 - Dec 1, 2015	-10.17% Jul 2, 2003 - Dec 22, 2003
#10	-9.08% Dec 30, 2014 - May 19, 2015	-9.65% Feb 3, 2015 - Nov 3, 2015
#11	-8.71% May 7, 2021 - Aug 25, 2021	-9.44% Nov 13, 2001 - Jun 13, 2002
#12	-8.55% Aug 2, 2017 - Oct 10, 2017	-8.93% Aug 23, 2001 - Nov 9, 2001
#13	-8.41% Nov 3, 2021 - Jan 4, 2022	-8.58% Aug 1, 2012 - Nov 20, 2012
#14	-7.70% Feb 9, 2022 - Mar 18, 2022	-8.47% Feb 1, 2012 - May 11, 2012
#15	-7.62% Dec 15, 2025 - Mar 27, 2026	-8.02% Oct 3, 2002 - Feb 11, 2003

Correlation

Correlation between IAK and KTF is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (1999 - 2026)

IAK vs KTF dividend yield comparison.

Year	IAK	KTF
2026	1.77%	3.32%
2025	1.69%	8.42%
2024	1.49%	6.94%
2023	1.44%	3.51%
2022	1.69%	4.76%
2021	2.26%	4.25%
2020	2.07%	4.36%
2019	1.84%	4.67%
2018	2.33%	6.17%
2017	1.62%	6.44%
2016	1.68%	6.48%
2015	1.62%	6.23%
2014	1.57%	6.40%
2013	1.13%	7.07%
2012	1.74%	5.90%
2011	1.51%	7.17%
2010	2.08%	8.58%
2009	1.60%	7.22%
2008	2.46%	7.45%
2007	1.19%	5.44%
2006	0.63%	5.46%
2005	0.00%	6.28%
2004	0.00%	7.01%
2003	0.00%	6.37%
2002	0.00%	6.50%
2001	0.00%	6.49%
2000	0.00%	7.65%
1999	0.00%	1.41%