IAK vs NUEM
Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF).
5-Year PerformanceIAK has outperformed NUEM, delivering a return of +12.5% compared to +4.2%
IAK vs NUEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAK
$371M
Winner
NUEM
$371M
Expense Ratio
IAK
0.38%
Winner
NUEM
0.36%
Max Drawdown
IAK
78.02%
Winner
NUEM
40.93%
Sharpe Ratio
IAK
-0.07
Winner
NUEM
1.37
5Y Beta
Winner
IAK
0.47
NUEM
0.81
P/E Ratio
IAK
10.36
NUEM
N/A
Forward P/E
IAK
10.43
NUEM
N/A
5Y Dividends CAGR
Winner
IAK
25.27%
NUEM
13.82%
5Y EPS CAGR
IAK
17.51%
NUEM
N/A
Debt to Equity
IAK
13.84%
NUEM
N/A
P/S Ratio
IAK
1.18
NUEM
N/A
P/B Ratio
IAK
1.69
NUEM
N/A
IAK vs NUEM - Holdings Comparison
IAK and NUEM have 1 common holdings. Overlap is -0.16%
IAK's top 25 holdings weight is 90.24%. NUEM's top 25 holdings weight is 54.46%.
| Rank | IAK | NUEM |
|---|---|---|
| #1 | CHUBB LTD (CB) - 13.24% | n/a (n/a) - 16.01% |
| #2 | PROGRESSIVE CORP (PGR) - 13.18% | DELTA ELECTRONICS INC (n/a) - 3.38% |
| #3 | THE TRAVELERS COMPANIES INC (TRV) - 7.29% | SK SQUARE (n/a) - 2.97% |
| #4 | ALLSTATE CORP (ALL) - 6.34% | UNITED MICROELECTRONICS CORP (n/a) - 2.82% |
| #5 | METLIFE INC (MET) - 5.01% | TENCENT HOLDINGS LTD (n/a) - 2.71% |
| #6 | AFLAC INC (AFL) - 4.67% | ASIA VITAL COMPONENTS CO LTD (n/a) - 2.22% |
| #7 | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.35% | SAMSUNG SDI CO LTD (n/a) - 2.12% |
| #8 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.32% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.02% |
| #9 | PRUDENTIAL FINANCIAL INC (PRU) - 4.09% | n/a (n/a) - 1.58% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 3.92% | LENOVO GROUP LTD (n/a) - 1.54% |
| #11 | CINCINNATI FINANCIAL CORP (CINF) - 2.99% | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 1.46% |
| #12 | MARKEL GROUP INC (MKL) - 2.69% | HDFC BANK LTD (n/a) - 1.29% |
| #13 | WR BERKLEY CORP (WRB) - 2.34% | NETEASE INC ORDINARY SHARES (n/a) - 1.27% |
| #14 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.32% | LITE-ON TECHNOLOGY CORP (n/a) - 1.23% |
| #15 | LOEWS CORP (L) - 2.09% | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.22% |
| #16 | ASSURANT INC (AIZ) - 1.48% | LS ELECTRIC CO LTD (n/a) - 1.17% |
| #17 | UNUM GROUP (UNM) - 1.44% | SAUDI ARABIAN MINING CO (n/a) - 1.17% |
| #18 | GLOBE LIFE INC (GL) - 1.43% | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.15% |
| #19 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.42% | DOOSAN ENERBILITY CO LTD (n/a) - 1.14% |
| #20 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.08% | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.13% |
| #21 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.04% | MAHINDRA & MAHINDRA LTD (n/a) - 1.09% |
| #22 | PRIMERICA INC (PRI) - 1.02% | CELLTRION INC (n/a) - 0.99% |
| #23 | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.87% | HCL TECHNOLOGIES LTD (n/a) - 0.94% |
| #24 | KINSALE CAPITAL GROUP INC (KNSL) - 0.82% | KB FINANCIAL GROUP INC (n/a) - 0.93% |
| #25 | THE HANOVER INSURANCE GROUP INC (THG) - 0.80% | NAVER CORP (n/a) - 0.91% |
| Total Holdings | 60 | 172 |
IAK vs NUEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAK
+1.69%
NUEM
-3.76%
3M
IAK
+0.38%
Winner
NUEM
+9.30%
6M
IAK
+3.38%
Winner
NUEM
+13.20%
1Y
IAK
+1.67%
Winner
NUEM
+31.79%
5Y(CAGR)
Winner
IAK
+12.48%
NUEM
+4.15%
10Y(CAGR)
Winner
IAK
+12.11%
NUEM
+7.51%
Max(CAGR)
IAK
+6.90%
Winner
NUEM
+7.51%
IAK vs NUEM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAK | NUEM |
|---|---|---|
| 2026 | +0.46% | +9.72% |
| 2025 | +10.18% | +27.43% |
| 2024 | +26.86% | +11.06% |
| 2023 | +11.32% | +7.59% |
| 2022 | +11.43% | -20.03% |
| 2021 | +29.77% | -2.11% |
| 2020 | -3.63% | +22.57% |
| 2019 | +26.33% | +16.19% |
| 2018 | -10.35% | -18.67% |
| 2017 | +13.97% | +18.50% |
| 2016 | +21.48% | N/A |
| 2015 | +4.29% | N/A |
| 2014 | +8.92% | N/A |
| 2013 | +41.70% | N/A |
| 2012 | +16.16% | N/A |
| 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 NUEM Drawdown Comparison
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The maximum drawdown for NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current IAK drawdown is -1.68%. The current NUEM drawdown is -6.98%.
| Rank | IAK | NUEM |
|---|---|---|
| #1 | -77.37% May 22, 2007 - Dec 29, 2014 | -39.48% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -44.95% Feb 11, 2020 - Mar 8, 2021 | -38.45% Jan 25, 2018 - Nov 4, 2020 |
| #3 | -20.30% Jan 26, 2018 - Apr 30, 2019 | -11.56% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -16.97% Dec 1, 2015 - Aug 29, 2016 | -6.98% Jun 2, 2026 - Jun 5, 2026 |
| #5 | -14.74% Apr 20, 2022 - Nov 10, 2022 | -6.57% May 8, 2026 - May 29, 2026 |
| #6 | -14.38% Feb 13, 2023 - Sep 19, 2023 | -6.33% Jan 25, 2021 - Feb 9, 2021 |
| #7 | -11.58% Apr 2, 2025 - Dec 15, 2025 | -4.81% Oct 29, 2025 - Jan 2, 2026 |
| #8 | -11.30% Nov 29, 2024 - Mar 17, 2025 | -4.23% Oct 8, 2025 - Oct 15, 2025 |
| #9 | -10.64% Aug 17, 2015 - Dec 1, 2015 | -4.17% Nov 21, 2017 - Dec 22, 2017 |
| #10 | -9.08% Dec 30, 2014 - May 19, 2015 | -3.77% Jan 28, 2026 - Feb 11, 2026 |
| #11 | -8.71% May 7, 2021 - Aug 25, 2021 | -2.82% Sep 18, 2017 - Oct 5, 2017 |
| #12 | -8.55% Aug 2, 2017 - Oct 10, 2017 | -2.61% Nov 27, 2020 - Dec 3, 2020 |
| #13 | -8.41% Nov 3, 2021 - Jan 4, 2022 | -2.50% Nov 9, 2020 - Nov 20, 2020 |
| #14 | -7.70% Feb 9, 2022 - Mar 18, 2022 | -1.99% Dec 17, 2020 - Dec 29, 2020 |
| #15 | -7.62% Dec 15, 2025 - Mar 27, 2026 | -1.95% Aug 7, 2017 - Aug 22, 2017 |
Correlation
Correlation between IAK and NUEM is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2006 - 2026)
IAK vs NUEM dividend yield comparison.
| Year | IAK | NUEM |
|---|---|---|
| 2026 | 1.49% | 0.00% |
| 2025 | 1.69% | 3.58% |
| 2024 | 1.49% | 1.95% |
| 2023 | 1.44% | 2.37% |
| 2022 | 1.69% | 1.90% |
| 2021 | 2.26% | 2.45% |
| 2020 | 2.07% | 1.26% |
| 2019 | 1.84% | 1.98% |
| 2018 | 2.33% | 2.05% |
| 2017 | 1.62% | 0.62% |
| 2016 | 1.68% | 0.00% |
| 2015 | 1.62% | 0.00% |
| 2014 | 1.57% | 0.00% |
| 2013 | 1.13% | 0.00% |
| 2012 | 1.74% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IAK vs SPYNUEM vs SPY
More Comparisons
Compare with similar stocks