AAXJ vs IYF
Comparison between ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
5-Year PerformanceIYF has outperformed AAXJ, delivering a return of +10.1% compared to +6.6%
AAXJ vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAXJ
$3.30B
IYF
$3.30B
Expense Ratio
AAXJ
0.72%
Winner
IYF
0.38%
Max Drawdown
Winner
AAXJ
49.37%
IYF
80.22%
Sharpe Ratio
Winner
AAXJ
2.32
IYF
0.54
5Y Beta
Winner
AAXJ
0.81
IYF
0.85
P/E Ratio
AAXJ
N/A
IYF
14.90
Forward P/E
AAXJ
N/A
IYF
14.21
PEG Ratio
AAXJ
N/A
IYF
0.33
5Y Dividends CAGR
AAXJ
7.97%
Winner
IYF
14.72%
5Y EPS CAGR
AAXJ
N/A
IYF
11.23%
Debt to Equity
AAXJ
N/A
IYF
45.38%
P/S Ratio
AAXJ
N/A
IYF
2.91
P/B Ratio
AAXJ
N/A
IYF
1.92
AAXJ vs IYF - Holdings Comparison
AAXJ and IYF have 1 common holdings. Overlap is -0.54%
AAXJ's top 25 holdings weight is 48.39%. IYF's top 25 holdings weight is 69.69%.
| Rank | AAXJ | IYF |
|---|---|---|
| #1 | n/a (n/a) - 16.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.52% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.85% | JPMORGAN CHASE & CO (JPM) - 10.63% |
| #3 | SK HYNIX INC (n/a) - 4.54% | BANK OF AMERICA CORP (BAC) - 4.53% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.71% | THE GOLDMAN SACHS GROUP INC (GS) - 4.09% |
| #5 | n/a (n/a) - 2.71% | WELLS FARGO & CO (WFC) - 4.06% |
| #6 | DELTA ELECTRONICS INC (n/a) - 1.19% | CITIGROUP INC (C) - 3.39% |
| #7 | MEDIATEK INC (n/a) - 1.13% | MORGAN STANLEY (MS) - 3.19% |
| #8 | AIA GROUP LTD (n/a) - 1.05% | CHARLES SCHWAB CORP (SCHW) - 2.66% |
| #9 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.03% | BLACKROCK INC (BLK) - 2.50% |
| #10 | HDFC BANK LTD (n/a) - 0.90% | S&P GLOBAL INC (SPGI) - 2.22% |
| #11 | DBS GROUP HOLDINGS LTD (n/a) - 0.87% | CHUBB LTD (CB) - 2.04% |
| #12 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.87% | PROGRESSIVE CORP (PGR) - 1.94% |
| #13 | n/a (n/a) - 0.84% | CME GROUP INC CLASS A (CME) - 1.86% |
| #14 | RELIANCE INDUSTRIES LTD (n/a) - 0.84% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.58% |
| #15 | ICICI BANK LTD (n/a) - 0.70% | MARSH (MRSH) - 1.44% |
| #16 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.69% | BANK OF NEW YORK MELLON CORP (BK) - 1.43% |
| #17 | PDD HOLDINGS INC ADR (PDD) - 0.66% | BLACKSTONE INC (BX) - 1.42% |
| #18 | XIAOMI CORP CLASS B (n/a) - 0.65% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.40% |
| #19 | n/a (n/a) - 0.61% | U.S. BANCORP (USB) - 1.40% |
| #20 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.56% | MOODYS CORP (MCO) - 1.16% |
| #21 | HANA FINANCIAL GROUP INC (n/a) - 0.23% | AON PLC CLASS A (AON) - 1.15% |
| #22 | KIA CORP (n/a) - 0.23% | THE TRAVELERS COMPANIES INC (TRV) - 1.08% |
| #23 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.22% | KKR & CO INC ORDINARY SHARES (KKR) - 1.05% |
| #24 | CK HUTCHISON HOLDINGS LTD (n/a) - 0.22% | TRUIST FINANCIAL CORP (TFC) - 1.01% |
| #25 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.22% | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% |
| Total Holdings | 877 | 144 |
AAXJ vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAXJ
+14.32%
IYF
+0.18%
3M
Winner
AAXJ
+14.77%
IYF
-4.60%
6M
Winner
AAXJ
+27.47%
IYF
-0.23%
1Y
Winner
AAXJ
+58.56%
IYF
+9.94%
5Y(CAGR)
AAXJ
+6.55%
Winner
IYF
+10.07%
10Y(CAGR)
AAXJ
+10.59%
Winner
IYF
+12.87%
Max(CAGR)
Winner
AAXJ
+6.80%
IYF
+5.81%
AAXJ vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | AAXJ | IYF |
|---|---|---|
| 2026 | +22.36% | -4.96% |
| 2025 | +32.06% | +18.38% |
| 2024 | +12.32% | +30.95% |
| 2023 | +3.42% | +14.95% |
| 2022 | -20.91% | -12.21% |
| 2021 | -6.56% | +33.66% |
| 2020 | +21.04% | -1.55% |
| 2019 | +18.74% | +31.73% |
| 2018 | -16.78% | -9.17% |
| 2017 | +40.39% | +18.69% |
| 2016 | +7.84% | +19.25% |
| 2015 | -9.87% | -0.53% |
| 2014 | +6.28% | +14.81% |
| 2013 | -0.52% | +29.91% |
| 2012 | +20.37% | +23.10% |
| 2011 | -21.26% | -14.90% |
| 2010 | +13.23% | +10.48% |
| 2009 | +60.72% | +16.13% |
| 2008 | -32.98% | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
AAXJ vs IYF Drawdown Comparison
The maximum drawdown for AAXJ was -49.37%, occurring on Nov 20, 2008. Recovery took 232 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current IYF drawdown is -7.35%.
| Rank | AAXJ | IYF |
|---|---|---|
| #1 | -49.37% Aug 15, 2008 - Jul 20, 2009 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -44.50% Feb 17, 2021 - Oct 20, 2025 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -32.99% Jan 26, 2018 - Oct 9, 2020 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -31.09% Apr 27, 2015 - May 25, 2017 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -29.50% Apr 21, 2011 - May 16, 2014 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -15.57% Apr 14, 2010 - Sep 20, 2010 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -14.07% Jan 11, 2010 - Apr 1, 2010 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -13.66% Feb 25, 2026 - Apr 17, 2026 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -10.90% Sep 5, 2014 - Apr 8, 2015 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -9.49% Nov 5, 2010 - Apr 21, 2011 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -8.35% Aug 3, 2009 - Sep 10, 2009 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -8.19% Oct 19, 2009 - Nov 16, 2009 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -6.51% Jul 20, 2009 - Aug 3, 2009 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -5.95% Oct 29, 2025 - Jan 2, 2026 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -5.74% Nov 22, 2017 - Jan 2, 2018 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between AAXJ and IYF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2000 - 2026)
AAXJ vs IYF dividend yield comparison.
| Year | AAXJ | IYF |
|---|---|---|
| 2026 | 0.00% | 0.47% |
| 2025 | 1.81% | 1.32% |
| 2024 | 1.86% | 1.29% |
| 2023 | 1.95% | 1.67% |
| 2022 | 1.74% | 1.86% |
| 2021 | 2.21% | 1.27% |
| 2020 | 1.06% | 1.72% |
| 2019 | 1.83% | 1.65% |
| 2018 | 2.10% | 1.90% |
| 2017 | 1.99% | 1.46% |
| 2016 | 1.77% | 1.67% |
| 2015 | 2.44% | 1.66% |
| 2014 | 1.78% | 1.38% |
| 2013 | 1.77% | 1.33% |
| 2012 | 1.73% | 1.67% |
| 2011 | 2.11% | 1.68% |
| 2010 | 1.51% | 1.04% |
| 2009 | 1.26% | 1.71% |
| 2008 | 0.19% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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