BWX vs IYM

Comparison between SPDR Bloomberg International Treasury Bond ETF (BWX, ETF) and ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF).

5-Year PerformanceIYM has outperformed BWX, delivering a return of +7.3% compared to -4.3%

BWX vs IYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWX(ETF)	IYM(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.35%	0.38%
Max Drawdown	35.95%	68.13%
Sharpe Ratio	-0.66	1.67
5Y Beta	0.00	0.86
P/E Ratio	N/A	35.21
Forward P/E	N/A	18.80
PEG Ratio	N/A	0.31
5Y Dividends CAGR	13.39%	12.14%
5Y EPS CAGR	N/A	22.69%
Debt to Equity	N/A	33.46%
P/S Ratio	N/A	2.62
P/B Ratio	N/A	3.59

Net Assets

BWX

$1.50B

IYM

$1.50B

Expense Ratio

Winner

BWX

0.35%

IYM

0.38%

Max Drawdown

Winner

BWX

35.95%

IYM

68.13%

Sharpe Ratio

BWX

-0.66

Winner

IYM

1.67

5Y Beta

Winner

BWX

0.00

IYM

0.86

P/E Ratio

BWX

N/A

IYM

35.21

Forward P/E

BWX

N/A

IYM

18.80

PEG Ratio

BWX

N/A

IYM

0.31

5Y Dividends CAGR

Winner

BWX

13.39%

IYM

12.14%

5Y EPS CAGR

BWX

N/A

IYM

22.69%

Debt to Equity

BWX

N/A

IYM

33.46%

P/S Ratio

BWX

N/A

IYM

2.62

P/B Ratio

BWX

N/A

IYM

3.59

BWX vs IYM - Historical Returns

Returns include dividend reinvestment.

Period	BWX	IYM
1 month	-0.70%	+1.79%
3 months	-2.45%	-2.56%
6 months	-0.66%	+24.43%
1 year	-2.08%	+37.48%
5 years(CAGR)	-4.35%	+7.29%
10 years(CAGR)	-1.01%	+11.00%
Max(CAGR)	+0.54%	+8.51%

BWX

-0.70%

Winner

IYM

+1.79%

Winner

BWX

-2.45%

IYM

-2.56%

BWX

-0.66%

Winner

IYM

+24.43%

BWX

-2.08%

Winner

IYM

+37.48%

5Y(CAGR)

BWX

-4.35%

Winner

IYM

+7.29%

10Y(CAGR)

BWX

-1.01%

Winner

IYM

+11.00%

Max(CAGR)

BWX

+0.54%

Winner

IYM

+8.51%

BWX vs IYM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	BWX	IYM
2026	-1.06%	+17.93%
2025	+8.27%	+21.73%
2024	-5.03%	-4.30%
2023	+5.34%	+13.12%
2022	-18.75%	-8.41%
2021	-9.16%	+26.40%
2020	+9.62%	+19.04%
2019	+5.62%	+18.37%
2018	-2.40%	-17.86%
2017	+11.31%	+24.09%
2016	+0.66%	+21.77%
2015	-6.28%	-12.86%
2014	-1.91%	+3.69%
2013	-3.28%	+16.86%
2012	+4.56%	+6.37%
2011	+4.00%	-16.01%
2010	+3.73%	+26.82%
2009	+6.31%	+57.70%
2008	+3.55%	-50.42%
2007	+3.97%	+33.32%
2006	N/A	+14.42%
2005	N/A	+5.52%
2004	N/A	+13.16%
2003	N/A	+31.73%
2002	N/A	-8.54%
2001	N/A	+4.38%
2000	N/A	+13.62%

BWX vs IYM Drawdown Comparison

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.

The current BWX drawdown is -23.50%. The current IYM drawdown is -2.56%.

Rank	BWX	IYM
#1	-34.05% Jan 5, 2021 - Oct 20, 2022	-67.78% Jun 18, 2008 - Dec 24, 2013
#2	-23.01% Mar 14, 2008 - Sep 8, 2009	-42.75% Jan 26, 2018 - Sep 2, 2020
#3	-15.41% Jul 1, 2014 - Mar 3, 2020	-31.03% Mar 19, 2002 - Nov 28, 2003
#4	-13.37% Mar 9, 2020 - Jul 27, 2020	-29.92% Apr 19, 2022 - Apr 3, 2024
#5	-12.97% Dec 1, 2009 - Oct 1, 2010	-29.86% Sep 18, 2014 - Dec 7, 2016
#6	-9.13% Oct 17, 2012 - May 6, 2014	-28.52% May 21, 2001 - Mar 19, 2002
#7	-8.63% Nov 4, 2010 - Apr 27, 2011	-23.61% Oct 18, 2024 - Oct 8, 2025
#8	-8.10% Aug 23, 2011 - Sep 11, 2012	-17.68% May 9, 2006 - Jan 24, 2007
#9	-4.57% Nov 26, 2007 - Jan 14, 2008	-17.36% Sep 6, 2000 - Dec 4, 2000
#10	-3.41% May 2, 2011 - Jun 3, 2011	-16.78% Jul 19, 2007 - Oct 1, 2007
#11	-3.37% Jun 7, 2011 - Aug 9, 2011	-15.98% Mar 4, 2005 - Jan 6, 2006
#12	-2.68% Oct 14, 2010 - Nov 4, 2010	-14.93% Dec 26, 2007 - Feb 25, 2008
#13	-1.78% Aug 6, 2020 - Oct 21, 2020	-14.15% Mar 8, 2001 - May 10, 2001
#14	-1.69% Oct 8, 2009 - Nov 9, 2009	-13.61% Mar 2, 2026 - Mar 20, 2026
#15	-1.47% Feb 1, 2008 - Feb 27, 2008	-12.99% Mar 1, 2004 - Sep 7, 2004

Correlation

Correlation between BWX and IYM is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15

-101

Dividend Comparison (2000 - 2026)

BWX vs IYM dividend yield comparison.

Year	BWX	IYM
2026	0.97%	0.25%
2025	2.19%	1.51%
2024	1.99%	1.65%
2023	1.62%	1.77%
2022	1.23%	2.14%
2021	0.93%	1.48%
2020	0.95%	1.39%
2019	1.16%	2.09%
2018	1.07%	1.68%
2017	0.46%	1.43%
2016	0.00%	1.47%
2015	0.00%	2.04%
2014	1.77%	1.77%
2013	1.88%	1.79%
2012	1.80%	1.94%
2011	3.35%	2.22%
2010	1.08%	1.12%
2009	0.87%	1.43%
2008	2.98%	3.18%
2007	0.59%	1.36%
2006	0.00%	1.99%
2005	0.00%	1.68%
2004	0.00%	1.47%
2003	0.00%	1.49%
2002	0.00%	1.77%
2001	0.00%	1.60%
2000	0.00%	1.17%