MXI vs IAK
Comparison between ISHARES GLOBAL MATERIALS ETF (MXI, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed MXI, delivering a return of +14.6% compared to +8.0%
MXI vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MXI
$362M
IAK
$360M
Expense Ratio
MXI
0.39%
Winner
IAK
0.38%
Max Drawdown
Winner
MXI
68.65%
IAK
78.02%
Sharpe Ratio
Winner
MXI
1.33
IAK
0.15
5Y Beta
MXI
0.81
Winner
IAK
0.45
P/E Ratio
MXI
N/A
IAK
10.66
Forward P/E
MXI
N/A
IAK
11.02
PEG Ratio
MXI
N/A
IAK
0.07
5Y Dividends CAGR
MXI
9.33%
Winner
IAK
17.28%
5Y EPS CAGR
MXI
N/A
IAK
17.50%
Debt to Equity
MXI
N/A
IAK
13.90%
MXI vs IAK - Holdings Comparison
MXI and IAK have 1 common holdings. Overlap is 0.00%
MXI's top 25 holdings weight is 66.25%. IAK's top 25 holdings weight is 89.98%.
| Rank | MXI | IAK |
|---|---|---|
| #1 | LINDE PLC (LIN) - 7.44% | PROGRESSIVE CORP (PGR) - 13.21% |
| #2 | BHP GROUP LTD (n/a) - 7.27% | CHUBB LTD (CB) - 13.18% |
| #3 | AIR LIQUIDE SA (n/a) - 3.82% | THE TRAVELERS COMPANIES INC (TRV) - 7.23% |
| #4 | NEWMONT CORP (NEM) - 3.78% | ALLSTATE CORP (ALL) - 6.30% |
| #5 | RIO TINTO PLC ORDINARY SHARES (n/a) - 3.69% | METLIFE INC (MET) - 5.31% |
| #6 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 3.11% | AFLAC INC (AFL) - 4.64% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 3.09% | PRUDENTIAL FINANCIAL INC (PRU) - 4.22% |
| #8 | AGNICO EAGLE MINES LTD (n/a) - 2.84% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.18% |
| #9 | GLENCORE PLC (n/a) - 2.41% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.16% |
| #10 | CRH PLC (CRH) - 2.29% | ARCH CAPITAL GROUP LTD (ACGL) - 3.75% |
| #11 | BARRICK MINING CORP (n/a) - 2.27% | CINCINNATI FINANCIAL CORP (CINF) - 2.96% |
| #12 | SHERWIN-WILLIAMS CO (SHW) - 2.18% | MARKEL GROUP INC (MKL) - 2.65% |
| #13 | ANGLO AMERICAN PLC (n/a) - 2.06% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.43% |
| #14 | ECOLAB INC (ECL) - 2.05% | WR BERKLEY CORP (WRB) - 2.33% |
| #15 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.99% | LOEWS CORP (L) - 2.10% |
| #16 | WHEATON PRECIOUS METALS CORP (WPM) - 1.88% | UNUM GROUP (UNM) - 1.55% |
| #17 | VALE SA ADR (VALE) - 1.87% | ASSURANT INC (AIZ) - 1.48% |
| #18 | NUCOR CORP (NUE) - 1.84% | GLOBE LIFE INC (GL) - 1.46% |
| #19 | BASF SE (n/a) - 1.69% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.38% |
| #20 | CORTEVA INC (CTVA) - 1.67% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.06% |
| #21 | RIO TINTO LTD (n/a) - 1.61% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.00% |
| #22 | HOLCIM LTD (n/a) - 1.56% | PRIMERICA INC (PRI) - 0.98% |
| #23 | FRANCO-NEVADA CORP (FNV) - 1.41% | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.85% |
| #24 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.24% | THE HANOVER INSURANCE GROUP INC (THG) - 0.79% |
| #25 | VULCAN MATERIALS CO (VMC) - 1.19% | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.78% |
| Total Holdings | 107 | 60 |
MXI vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MXI
+1.54%
IAK
+0.11%
3M
Winner
MXI
+8.69%
IAK
+5.39%
6M
Winner
MXI
+16.71%
IAK
+0.04%
1Y
Winner
MXI
+33.71%
IAK
+5.30%
5Y(CAGR)
MXI
+7.96%
Winner
IAK
+14.63%
10Y(CAGR)
MXI
+11.51%
Winner
IAK
+12.64%
Max(CAGR)
MXI
+6.69%
Winner
IAK
+6.94%
MXI vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | MXI | IAK |
|---|---|---|
| 2026 | +13.73% | +1.35% |
| 2025 | +27.65% | +10.18% |
| 2024 | -7.48% | +26.86% |
| 2023 | +14.37% | +11.32% |
| 2022 | -8.61% | +11.43% |
| 2021 | +13.65% | +29.77% |
| 2020 | +22.08% | -3.63% |
| 2019 | +22.32% | +26.33% |
| 2018 | -17.31% | -10.35% |
| 2017 | +29.31% | +13.97% |
| 2016 | +25.67% | +21.48% |
| 2015 | -16.71% | +4.29% |
| 2014 | -7.30% | +8.92% |
| 2013 | -0.41% | +41.70% |
| 2012 | +7.02% | +16.16% |
| 2011 | -20.83% | -9.14% |
| 2010 | +16.37% | +18.03% |
| 2009 | +56.48% | +12.63% |
| 2008 | -48.27% | -50.01% |
| 2007 | +39.00% | -7.80% |
| 2006 | +16.65% | +8.66% |
MXI vs IAK Drawdown Comparison
The maximum drawdown for MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2431 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current MXI drawdown is -4.46%. The current IAK drawdown is -1.06%.
| Rank | MXI | IAK |
|---|---|---|
| #1 | -68.44% May 19, 2008 - Jan 12, 2018 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -39.50% Jan 26, 2018 - Aug 17, 2020 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -28.72% Apr 1, 2022 - Mar 20, 2024 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -22.25% Sep 26, 2024 - Sep 5, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -18.11% Oct 29, 2007 - Apr 16, 2008 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -17.47% Jul 23, 2007 - Sep 21, 2007 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -16.18% Feb 27, 2026 - Mar 20, 2026 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -11.52% May 7, 2021 - Mar 25, 2022 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -9.16% Feb 26, 2007 - Mar 21, 2007 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -8.99% May 20, 2024 - Sep 24, 2024 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -8.16% Sep 15, 2020 - Nov 6, 2020 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -7.95% Jan 7, 2021 - Mar 11, 2021 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -5.69% Oct 12, 2007 - Oct 29, 2007 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -5.56% Oct 20, 2025 - Nov 12, 2025 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -5.44% Nov 12, 2025 - Nov 28, 2025 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between MXI and IAK is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
MXI vs IAK dividend yield comparison.
| Year | MXI | IAK |
|---|---|---|
| 2026 | 1.02% | 1.78% |
| 2025 | 2.22% | 1.69% |
| 2024 | 3.24% | 1.49% |
| 2023 | 2.92% | 1.44% |
| 2022 | 4.84% | 1.69% |
| 2021 | 3.51% | 2.26% |
| 2020 | 1.21% | 2.07% |
| 2019 | 3.64% | 1.84% |
| 2018 | 2.77% | 2.33% |
| 2017 | 1.76% | 1.62% |
| 2016 | 1.31% | 1.68% |
| 2015 | 3.64% | 1.62% |
| 2014 | 2.32% | 1.57% |
| 2013 | 2.14% | 1.13% |
| 2012 | 2.09% | 1.74% |
| 2011 | 2.21% | 1.51% |
| 2010 | 1.64% | 2.08% |
| 2009 | 0.73% | 1.60% |
| 2008 | 2.67% | 2.46% |
| 2007 | 0.62% | 1.19% |
| 2006 | 0.29% | 0.63% |
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