FIW vs IYJ
Comparison between FIRST TRUST WATER ETF (FIW, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceIYJ has outperformed FIW, delivering a return of +8.9% compared to +5.8%
FIW vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIW
$1.80B
IYJ
$1.80B
Expense Ratio
FIW
0.50%
Winner
IYJ
0.38%
Max Drawdown
Winner
FIW
53.09%
IYJ
62.80%
Sharpe Ratio
FIW
-0.14
Winner
IYJ
0.90
5Y Beta
Winner
FIW
0.74
IYJ
0.92
P/E Ratio
Winner
FIW
25.12
IYJ
31.22
Forward P/E
Winner
FIW
19.41
IYJ
23.17
5Y Dividends CAGR
Winner
FIW
15.26%
IYJ
5.34%
5Y EPS CAGR
Winner
FIW
12.60%
IYJ
11.95%
Debt to Equity
Winner
FIW
5.17%
IYJ
64.79%
P/S Ratio
Winner
FIW
2.27
IYJ
3.10
P/B Ratio
Winner
FIW
3.52
IYJ
6.02
FIW vs IYJ - Holdings Comparison
FIW and IYJ have 15 common holdings. Overlap is 2.48%
FIW's top 25 holdings weight is 82.32%. IYJ's top 25 holdings weight is 56.75%.
| Rank | FIW | IYJ |
|---|---|---|
| #1 | WATERS CORP (WAT) - 4.99% | VISA INC CLASS A (V) - 6.90% |
| #2 | AGILENT TECHNOLOGIES INC (A) - 4.76% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | MUELLER INDUSTRIES INC (MLI) - 4.32% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | ROPER TECHNOLOGIES INC (ROP) - 4.20% | GE AEROSPACE (GE) - 4.61% |
| #5 | AMERICAN WATER WORKS CO INC (AWK) - 4.08% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | IDEX CORP (IEX) - 3.94% | RTX CORP (RTX) - 3.20% |
| #7 | MASCO CORP (MAS) - 3.80% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | FERGUSON ENTERPRISES INC (FERG) - 3.78% | BOEING CO (BA) - 2.11% |
| #9 | VERALTO CORP (VLTO) - 3.72% | EATON CORP PLC (ETN) - 1.99% |
| #10 | IDEXX LABORATORIES INC (IDXX) - 3.72% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | ECOLAB INC (ECL) - 3.66% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | XYLEM INC (XYL) - 3.63% | DEERE & CO (DE) - 1.78% |
| #13 | JACOBS SOLUTIONS INC (J) - 3.39% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | PENTAIR PLC (PNR) - 3.16% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 3.14% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | CORE & MAIN INC CLASS A (CNM) - 3.01% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.90% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | STANTEC INC (STN) - 2.53% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | TETRA TECH INC (TTEK) - 2.50% | CUMMINS INC (CMI) - 1.23% |
| #20 | VALMONT INDUSTRIES INC (VMI) - 2.45% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | AECOM (ACM) - 2.31% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.22% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | FRANKLIN ELECTRIC CO INC (FELE) - 2.20% | n/a (JCI) - 1.09% |
| #24 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 2.03% | CSX CORP (CSX) - 1.06% |
| #25 | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 1.88% | 3M CO (MMM) - 1.05% |
| Total Holdings | 38 | 200 |
FIW vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIW
+2.90%
IYJ
+2.69%
3M
FIW
+1.83%
Winner
IYJ
+8.19%
6M
FIW
-4.67%
Winner
IYJ
+6.89%
1Y
FIW
-1.14%
Winner
IYJ
+16.33%
5Y(CAGR)
FIW
+5.76%
Winner
IYJ
+8.86%
10Y(CAGR)
FIW
+12.20%
Winner
IYJ
+13.05%
Max(CAGR)
Winner
FIW
+9.84%
IYJ
+9.09%
FIW vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | FIW | IYJ |
|---|---|---|
| 2026 | -3.74% | +7.01% |
| 2025 | +7.87% | +12.53% |
| 2024 | +9.21% | +18.77% |
| 2023 | +20.40% | +19.58% |
| 2022 | -14.55% | -13.50% |
| 2021 | +34.09% | +19.46% |
| 2020 | +21.07% | +17.05% |
| 2019 | +37.78% | +33.83% |
| 2018 | -9.11% | -11.11% |
| 2017 | +23.30% | +24.79% |
| 2016 | +34.28% | +22.57% |
| 2015 | -9.41% | -0.32% |
| 2014 | +1.96% | +9.85% |
| 2013 | +27.47% | +38.45% |
| 2012 | +24.03% | +17.28% |
| 2011 | -6.46% | -0.58% |
| 2010 | +17.62% | +25.48% |
| 2009 | +17.83% | +24.03% |
| 2008 | -27.98% | -37.58% |
| 2007 | +11.37% | +14.10% |
| 2006 | N/A | +13.52% |
| 2005 | N/A | +6.41% |
| 2004 | N/A | +17.61% |
| 2003 | N/A | +29.55% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | -4.21% |
| 2000 | N/A | -6.08% |
FIW vs IYJ Drawdown Comparison
The maximum drawdown for FIW was -52.75%, occurring on Mar 9, 2009. Recovery took 712 trading sessions.
The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.
The current FIW drawdown is -9.02%. The current IYJ drawdown is -1.60%.
| Rank | FIW | IYJ |
|---|---|---|
| #1 | -52.75% Jun 5, 2008 - Apr 1, 2011 | -61.12% Oct 9, 2007 - Feb 1, 2011 |
| #2 | -36.60% Feb 19, 2020 - Oct 8, 2020 | -48.70% Sep 1, 2000 - Dec 1, 2005 |
| #3 | -28.54% Nov 19, 2021 - Dec 14, 2023 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -25.13% Jul 7, 2011 - Feb 23, 2012 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -22.21% Jun 20, 2014 - Apr 20, 2016 | -26.11% Apr 29, 2011 - Mar 13, 2012 |
| #6 | -19.49% Sep 20, 2018 - Feb 25, 2019 | -23.50% Sep 21, 2018 - Apr 5, 2019 |
| #7 | -18.97% Oct 9, 2007 - May 28, 2008 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -18.32% Nov 6, 2024 - Jul 3, 2025 | -14.15% May 21, 2015 - Mar 30, 2016 |
| #9 | -13.81% Jan 22, 2026 - May 19, 2026 | -13.10% May 9, 2006 - Dec 18, 2006 |
| #10 | -12.27% Apr 2, 2012 - Aug 16, 2012 | -11.67% Mar 19, 2012 - Sep 13, 2012 |
| #11 | -9.60% Jul 19, 2007 - Sep 19, 2007 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #12 | -9.33% Jan 26, 2018 - Jul 26, 2018 | -10.78% Jan 26, 2018 - Sep 12, 2018 |
| #13 | -8.79% Apr 6, 2011 - Jul 7, 2011 | -10.40% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -8.43% May 15, 2024 - Jul 31, 2024 | -9.96% Jun 9, 2014 - Oct 31, 2014 |
| #15 | -7.96% May 21, 2013 - Jul 11, 2013 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
Correlation
Correlation between FIW and IYJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
FIW vs IYJ dividend yield comparison.
| Year | FIW | IYJ |
|---|---|---|
| 2026 | 0.18% | 0.30% |
| 2025 | 0.69% | 0.83% |
| 2024 | 0.69% | 0.88% |
| 2023 | 0.68% | 1.05% |
| 2022 | 0.67% | 1.05% |
| 2021 | 0.37% | 0.76% |
| 2020 | 0.56% | 1.74% |
| 2019 | 0.55% | 2.63% |
| 2018 | 0.73% | 2.86% |
| 2017 | 1.13% | 2.58% |
| 2016 | 0.51% | 2.77% |
| 2015 | 0.76% | 3.05% |
| 2014 | 0.75% | 2.92% |
| 2013 | 0.62% | 2.29% |
| 2012 | 0.95% | 3.32% |
| 2011 | 0.91% | 3.09% |
| 2010 | 0.64% | 3.11% |
| 2009 | 1.04% | 3.44% |
| 2008 | 0.75% | 4.63% |
| 2007 | 0.20% | 2.41% |
| 2006 | 0.00% | 2.14% |
| 2005 | 0.00% | 2.19% |
| 2004 | 0.00% | 1.64% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.19% |
| 2000 | 0.00% | 1.00% |
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