KTF vs IAK

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

5-Year PerformanceIAK has outperformed KTF, delivering a return of +14.6% compared to +0.1%

KTF vs IAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KTF(ETF)	IAK(ETF)
Net Assets	$361M	$360M
Expense Ratio	N/A	0.38%
Max Drawdown	55.06%	78.02%
Sharpe Ratio	1.13	0.15
5Y Beta	0.08	0.45
P/E Ratio	N/A	10.66
Forward P/E	N/A	11.02
PEG Ratio	N/A	0.07
5Y Dividends CAGR	7.85%	17.28%
5Y EPS CAGR	N/A	17.50%
Debt to Equity	N/A	13.90%

Net Assets

Winner

KTF

$361M

IAK

$360M

Expense Ratio

KTF

N/A

IAK

0.38%

Max Drawdown

Winner

KTF

55.06%

IAK

78.02%

Sharpe Ratio

Winner

KTF

1.13

IAK

0.15

5Y Beta

Winner

KTF

0.08

IAK

0.45

P/E Ratio

KTF

N/A

IAK

10.66

Forward P/E

KTF

N/A

IAK

11.02

PEG Ratio

KTF

N/A

IAK

0.07

5Y Dividends CAGR

KTF

7.85%

Winner

IAK

17.28%

5Y EPS CAGR

KTF

N/A

IAK

17.50%

Debt to Equity

KTF

N/A

IAK

13.90%

KTF vs IAK - Historical Returns

Returns include dividend reinvestment.

Period	KTF	IAK
1 month	+3.39%	+0.11%
3 months	+1.72%	+5.39%
6 months	+5.20%	+0.04%
1 year	+13.08%	+5.30%
5 years(CAGR)	+0.12%	+14.63%
10 years(CAGR)	+1.22%	+12.64%
Max(CAGR)	+5.88%	+6.94%

Winner

KTF

+3.39%

IAK

+0.11%

KTF

+1.72%

Winner

IAK

+5.39%

Winner

KTF

+5.20%

IAK

+0.04%

Winner

KTF

+13.08%

IAK

+5.30%

5Y(CAGR)

KTF

+0.12%

Winner

IAK

+14.63%

10Y(CAGR)

KTF

+1.22%

Winner

IAK

+12.64%

Max(CAGR)

KTF

+5.88%

Winner

IAK

+6.94%

KTF vs IAK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KTF	IAK
2026	+4.68%	+1.35%
2025	+3.99%	+10.18%
2024	+12.91%	+26.86%
2023	+5.86%	+11.32%
2022	-23.87%	+11.43%
2021	+6.09%	+29.77%
2020	+7.62%	-3.63%
2019	+12.58%	+26.33%
2018	-8.39%	-10.35%
2017	-5.18%	+13.97%
2016	+2.51%	+21.48%
2015	+6.87%	+4.29%
2014	+18.50%	+8.92%
2013	-13.85%	+41.70%
2012	+12.64%	+16.16%
2011	+31.44%	-9.14%
2010	+5.11%	+18.03%
2009	+50.64%	+12.63%
2008	-18.13%	-50.01%
2007	+0.56%	-7.80%
2006	-9.11%	+8.66%
2005	+18.25%	N/A
2004	+0.51%	N/A
2003	+17.49%	N/A
2002	+7.70%	N/A
2001	+9.36%	N/A
2000	+15.39%	N/A
1999	-5.12%	N/A

KTF vs IAK Drawdown Comparison

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

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

The current KTF drawdown is -3.03%. The current IAK drawdown is -1.06%.

Rank	KTF	IAK
#1	-46.96% Feb 1, 2006 - Aug 7, 2009	-77.37% May 22, 2007 - Dec 29, 2014
#2	-35.40% Jul 28, 2021 - Oct 25, 2023	-44.95% Feb 11, 2020 - Mar 8, 2021
#3	-26.62% Sep 6, 2016 - Jan 28, 2021	-20.30% Jan 26, 2018 - Apr 30, 2019
#4	-22.47% Jan 23, 2013 - Jan 12, 2015	-16.97% Dec 1, 2015 - Aug 29, 2016
#5	-20.35% Sep 30, 2010 - Sep 8, 2011	-14.74% Apr 20, 2022 - Nov 10, 2022
#6	-16.13% Feb 27, 2004 - Aug 26, 2004	-14.38% Feb 13, 2023 - Sep 19, 2023
#7	-14.80% Aug 28, 2000 - Jan 23, 2001	-11.58% Apr 2, 2025 - Dec 15, 2025
#8	-12.45% Nov 4, 1999 - Mar 30, 2000	-11.30% Nov 29, 2024 - Mar 17, 2025
#9	-10.17% Jul 2, 2003 - Dec 22, 2003	-10.64% Aug 17, 2015 - Dec 1, 2015
#10	-9.65% Feb 3, 2015 - Nov 3, 2015	-9.08% Dec 30, 2014 - May 19, 2015
#11	-9.44% Nov 13, 2001 - Jun 13, 2002	-8.71% May 7, 2021 - Aug 25, 2021
#12	-8.93% Aug 23, 2001 - Nov 9, 2001	-8.55% Aug 2, 2017 - Oct 10, 2017
#13	-8.58% Aug 1, 2012 - Nov 20, 2012	-8.41% Nov 3, 2021 - Jan 4, 2022
#14	-8.47% Feb 1, 2012 - May 11, 2012	-7.70% Feb 9, 2022 - Mar 18, 2022
#15	-8.02% Oct 3, 2002 - Feb 11, 2003	-7.62% Dec 15, 2025 - Jun 16, 2026

Correlation

Correlation between KTF and IAK 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)

KTF vs IAK dividend yield comparison.

Year	KTF	IAK
2026	3.32%	1.78%
2025	8.42%	1.69%
2024	6.94%	1.49%
2023	3.51%	1.44%
2022	4.76%	1.69%
2021	4.25%	2.26%
2020	4.36%	2.07%
2019	4.67%	1.84%
2018	6.17%	2.33%
2017	6.44%	1.62%
2016	6.48%	1.68%
2015	6.23%	1.62%
2014	6.40%	1.57%
2013	7.07%	1.13%
2012	5.90%	1.74%
2011	7.17%	1.51%
2010	8.58%	2.08%
2009	7.22%	1.60%
2008	7.45%	2.46%
2007	5.44%	1.19%
2006	5.46%	0.63%
2005	6.28%	0.00%
2004	7.01%	0.00%
2003	6.37%	0.00%
2002	6.50%	0.00%
2001	6.49%	0.00%
2000	7.65%	0.00%
1999	1.41%	0.00%