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IAK vs REM

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).

IAK is from the Financial Services sector, while REM is from the Real Estate sector.

5-Year PerformanceIAK has outperformed REM, delivering a return of +14.6% compared to -1.4%

IAK vs REM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IAK
$537M
REM
$533M
Expense Ratio
Winner
IAK
0.37%
REM
0.48%
Max Drawdown
Winner
IAK
78.02%
REM
92.91%
Sharpe Ratio
Winner
IAK
0.60
REM
0.37
5Y Beta
Winner
IAK
0.40
REM
0.67
P/E Ratio
IAK
10.26
Winner
REM
8.28
Forward P/E
IAK
11.55
Winner
REM
7.21
PEG Ratio
IAK
0.17
Winner
REM
0.04
5Y Dividends CAGR
Winner
IAK
17.28%
REM
-2.47%
5Y EPS CAGR
Winner
IAK
15.99%
REM
-17.00%
Debt to Equity
Winner
IAK
14.23%
REM
47.20%
P/S Ratio
Winner
IAK
1.29
REM
4.23
P/B Ratio
IAK
1.82
Winner
REM
0.87

IAK vs REM - Holdings Comparison

IAK and REM have 1 common holdings. Overlap is -1.04%

IAK's top 25 holdings weight is 90.35%. REM's top 25 holdings weight is 98.12%.

RankIAKREM
#1
CHUBB LTD (CB) - 12.93%
ANNALY CAPITAL MANAGEMENT INC (NLY) - 25.68%
#2
PROGRESSIVE CORP (PGR) - 12.57%
AGNC INVESTMENT CORP (AGNC) - 16.56%
#3
THE TRAVELERS COMPANIES INC (TRV) - 8.12%
STARWOOD PROPERTY TRUST INC (STWD) - 7.58%
#4
ALLSTATE CORP (ALL) - 6.98%
RITHM CAPITAL CORP (RITM) - 5.27%
#5
METLIFE INC (MET) - 4.70%
DYNEX CAPITAL INC (DX) - 4.73%
#6
PRUDENTIAL FINANCIAL INC (PRU) - 4.68%
ARMOUR RESIDENTIAL REIT INC (ARR) - 4.57%
#7
AFLAC INC (AFL) - 4.55%
ELLINGTON FINANCIAL INC (EFC) - 3.82%
#8
AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.25%
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.80%
#9
THE HARTFORD INSURANCE GROUP INC (HIG) - 4.12%
ORCHID ISLAND CAPITAL INC (ORC) - 3.06%
#10
ARCH CAPITAL GROUP LTD (ACGL) - 3.72%
LADDER CAPITAL CORP CLASS A (LADR) - 2.54%
#11
CINCINNATI FINANCIAL CORP (CINF) - 2.87%
CHIMERA INVESTMENT CORP (CIM) - 2.44%
#12
MARKEL GROUP INC (MKL) - 2.46%
ARBOR REALTY TRUST INC (ABR) - 2.26%
#13
PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.41%
MFA FINANCIAL INC (MFA) - 2.15%
#14
WR BERKLEY CORP (WRB) - 2.23%
PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.92%
#15
LOEWS CORP (L) - 2.05%
ADAMAS TRUST INC (ADAM) - 1.85%
#16
ASSURANT INC (AIZ) - 1.50%
INVESCO MORTGAGE CAPITAL INC (IVR) - 1.55%
#17
GLOBE LIFE INC (GL) - 1.50%
BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.45%
#18
UNUM GROUP (UNM) - 1.43%
FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.38%
#19
FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.33%
REDWOOD TRUST INC (RWT) - 1.34%
#20
AMERICAN FINANCIAL GROUP INC (AFG) - 1.09%
TPG RE FINANCE TRUST INC (TRTX) - 1.32%
#21
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07%
KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.90%
#22
PRIMERICA INC (PRI) - 1.04%
ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.52%
#23
OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.03%
READY CAPITAL CORP (RC) - 0.51%
#24
KINSALE CAPITAL GROUP INC (KNSL) - 0.88%
TPG MORTGAGE INVESTMENT TRUST INC (MITT) - 0.49%
#25
THE HANOVER INSURANCE GROUP INC (THG) - 0.84%
CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.43%
Total Holdings6032

IAK vs REM - Historical Returns

Returns include dividend reinvestment.

1M
IAK
-1.21%
Winner
REM
+2.23%
3M
Winner
IAK
+9.45%
REM
+3.87%
6M
Winner
IAK
+10.38%
REM
+1.34%
1Y
Winner
IAK
+13.55%
REM
+6.64%
5Y(CAGR)
Winner
IAK
+14.55%
REM
-1.39%
10Y(CAGR)
Winner
IAK
+13.13%
REM
+2.36%
Max(CAGR)
Winner
IAK
+7.32%
REM
-1.10%

IAK vs REM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIAKREM
2026+10.37%+0.74%
2025+10.18%+12.79%
2024+26.86%-0.45%
2023+11.32%+12.51%
2022+11.43%-28.84%
2021+29.77%+19.82%
2020-3.63%-20.73%
2019+26.33%+20.48%
2018-10.35%-2.01%
2017+13.97%+16.54%
2016+21.48%+21.07%
2015+4.29%-10.85%
2014+8.92%+15.97%
2013+41.70%-5.63%
2012+16.16%+20.36%
2011-9.14%-9.86%
2010+18.03%+15.98%
2009+12.63%+13.09%
2008-50.01%-42.43%
2007-7.80%-36.35%
2006+8.66%N/A

IAK vs REM Drawdown Comparison

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

The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The current IAK drawdown is -3.75%. The current REM drawdown is -20.47%.

RankIAKREM
#1-77.37%
May 22, 2007 - Dec 29, 2014		-74.76%
Jun 4, 2007 - Nov 20, 2008
#2-44.95%
Feb 11, 2020 - Mar 8, 2021		-3.84%
May 9, 2007 - May 31, 2007
#3-20.30%
Jan 26, 2018 - Apr 30, 2019		-0.38%
May 4, 2007 - May 9, 2007
#4-16.97%
Dec 1, 2015 - Aug 29, 2016		N/A
#5-14.74%
Apr 20, 2022 - Nov 10, 2022		N/A
#6-14.38%
Feb 13, 2023 - Sep 19, 2023		N/A
#7-11.58%
Apr 2, 2025 - Dec 15, 2025		N/A
#8-11.30%
Nov 29, 2024 - Mar 17, 2025		N/A
#9-10.64%
Aug 17, 2015 - Dec 1, 2015		N/A
#10-9.08%
Dec 30, 2014 - May 19, 2015		N/A
#11-8.71%
May 7, 2021 - Aug 25, 2021		N/A
#12-8.55%
Aug 2, 2017 - Oct 10, 2017		N/A
#13-8.41%
Nov 3, 2021 - Jan 4, 2022		N/A
#14-7.70%
Feb 9, 2022 - Mar 18, 2022		N/A
#15-7.62%
Dec 15, 2025 - Jun 16, 2026		N/A

Correlation

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

0.64
-101

Dividend Comparison (2006 - 2026)

IAK vs REM dividend yield comparison.

YearIAKREM
20261.63%3.00%
20251.69%8.70%
20241.49%9.61%
20231.44%9.46%
20221.69%11.13%
20212.26%7.29%
20202.07%7.72%
20191.84%8.16%
20182.33%9.99%
20171.62%9.97%
20161.68%10.03%
20151.62%11.99%
20141.57%14.53%
20131.13%16.12%
20121.74%12.60%
20111.51%12.20%
20102.08%9.10%
20091.60%8.14%
20082.46%22.08%
20071.19%8.95%
20060.63%0.00%

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