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REM vs IAK

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

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

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

REM vs IAK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

REM vs IAK - Holdings Comparison

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

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

RankREMIAK
#1
ANNALY CAPITAL MANAGEMENT INC (NLY) - 25.68%
CHUBB LTD (CB) - 12.93%
#2
AGNC INVESTMENT CORP (AGNC) - 16.56%
PROGRESSIVE CORP (PGR) - 12.57%
#3
STARWOOD PROPERTY TRUST INC (STWD) - 7.58%
THE TRAVELERS COMPANIES INC (TRV) - 8.12%
#4
RITHM CAPITAL CORP (RITM) - 5.27%
ALLSTATE CORP (ALL) - 6.98%
#5
DYNEX CAPITAL INC (DX) - 4.73%
METLIFE INC (MET) - 4.70%
#6
ARMOUR RESIDENTIAL REIT INC (ARR) - 4.57%
PRUDENTIAL FINANCIAL INC (PRU) - 4.68%
#7
ELLINGTON FINANCIAL INC (EFC) - 3.82%
AFLAC INC (AFL) - 4.55%
#8
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.80%
AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.25%
#9
ORCHID ISLAND CAPITAL INC (ORC) - 3.06%
THE HARTFORD INSURANCE GROUP INC (HIG) - 4.12%
#10
LADDER CAPITAL CORP CLASS A (LADR) - 2.54%
ARCH CAPITAL GROUP LTD (ACGL) - 3.72%
#11
CHIMERA INVESTMENT CORP (CIM) - 2.44%
CINCINNATI FINANCIAL CORP (CINF) - 2.87%
#12
ARBOR REALTY TRUST INC (ABR) - 2.26%
MARKEL GROUP INC (MKL) - 2.46%
#13
MFA FINANCIAL INC (MFA) - 2.15%
PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.41%
#14
PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.92%
WR BERKLEY CORP (WRB) - 2.23%
#15
ADAMAS TRUST INC (ADAM) - 1.85%
LOEWS CORP (L) - 2.05%
#16
INVESCO MORTGAGE CAPITAL INC (IVR) - 1.55%
ASSURANT INC (AIZ) - 1.50%
#17
BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.45%
GLOBE LIFE INC (GL) - 1.50%
#18
FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.38%
UNUM GROUP (UNM) - 1.43%
#19
REDWOOD TRUST INC (RWT) - 1.34%
FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.33%
#20
TPG RE FINANCE TRUST INC (TRTX) - 1.32%
AMERICAN FINANCIAL GROUP INC (AFG) - 1.09%
#21
KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.90%
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07%
#22
ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.52%
PRIMERICA INC (PRI) - 1.04%
#23
READY CAPITAL CORP (RC) - 0.51%
OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.03%
#24
TPG MORTGAGE INVESTMENT TRUST INC (MITT) - 0.49%
KINSALE CAPITAL GROUP INC (KNSL) - 0.88%
#25
CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.43%
THE HANOVER INSURANCE GROUP INC (THG) - 0.84%
Total Holdings3260

REM vs IAK - Historical Returns

Returns include dividend reinvestment.

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

REM vs IAK - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

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

REM vs IAK Drawdown Comparison

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

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

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

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

Correlation

Correlation between REM and IAK 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)

REM vs IAK dividend yield comparison.

YearREMIAK
20263.00%1.63%
20258.70%1.69%
20249.61%1.49%
20239.46%1.44%
202211.13%1.69%
20217.29%2.26%
20207.72%2.07%
20198.16%1.84%
20189.99%2.33%
20179.97%1.62%
201610.03%1.68%
201511.99%1.62%
201414.53%1.57%
201316.12%1.13%
201212.60%1.74%
201112.20%1.51%
20109.10%2.08%
20098.14%1.60%
200822.08%2.46%
20078.95%1.19%
20060.00%0.63%

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