IAI vs IYM
Comparison between ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF) and ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF).
IAI is from the Financial Services sector, while IYM is from the Basic Materials sector.
5-Year PerformanceIAI has outperformed IYM, delivering a return of +14.9% compared to +8.8%
IAI vs IYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAI
$1.40B
IYM
$1.40B
Expense Ratio
IAI
0.38%
IYM
0.38%
Max Drawdown
IAI
75.80%
Winner
IYM
68.13%
Sharpe Ratio
IAI
0.80
Winner
IYM
1.55
5Y Beta
IAI
1.07
Winner
IYM
0.87
P/E Ratio
Winner
IAI
20.93
IYM
33.44
Forward P/E
IAI
18.87
Winner
IYM
17.95
PEG Ratio
IAI
0.50
Winner
IYM
0.27
5Y Dividends CAGR
Winner
IAI
12.58%
IYM
6.04%
5Y EPS CAGR
IAI
13.79%
Winner
IYM
22.87%
Debt to Equity
IAI
70.01%
Winner
IYM
33.75%
P/S Ratio
IAI
3.22
Winner
IYM
2.54
P/B Ratio
IAI
3.65
Winner
IYM
3.43
IAI vs IYM - Holdings Comparison
IAI and IYM have 1 common holdings. Overlap is 0.00%
IAI's top 25 holdings weight is 97.39%. IYM's top 25 holdings weight is 92.75%.
| Rank | IAI | IYM |
|---|---|---|
| #1 | THE GOLDMAN SACHS GROUP INC (GS) - 19.72% | LINDE PLC (LIN) - 19.08% |
| #2 | MORGAN STANLEY (MS) - 15.95% | NEWMONT CORP (NEM) - 10.04% |
| #3 | CHARLES SCHWAB CORP (SCHW) - 9.93% | FREEPORT-MCMORAN INC (FCX) - 8.72% |
| #4 | MOODYS CORP (MCO) - 4.16% | ECOLAB INC (ECL) - 5.53% |
| #5 | MSCI INC (MSCI) - 4.12% | NUCOR CORP (NUE) - 4.92% |
| #6 | S&P GLOBAL INC (SPGI) - 4.02% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.29% |
| #7 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.02% | STEEL DYNAMICS INC (STLD) - 3.89% |
| #8 | CME GROUP INC CLASS A (CME) - 3.96% | FASTENAL CO (FAST) - 3.74% |
| #9 | NASDAQ INC (NDAQ) - 3.89% | ANGLOGOLD ASHANTI PLC (AU) - 3.37% |
| #10 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.86% | CARPENTER TECHNOLOGY CORP (CRS) - 2.53% |
| #11 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.85% | ALCOA CORP (AA) - 2.34% |
| #12 | CBOE GLOBAL MARKETS INC (CBOE) - 3.56% | RELIANCE INC (RS) - 2.20% |
| #13 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.45% | ALBEMARLE CORP (ALB) - 2.18% |
| #14 | RAYMOND JAMES FINANCIAL INC (RJF) - 2.53% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.02% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.18% | ROYAL GOLD INC (RGLD) - 1.99% |
| #16 | EVERCORE INC CLASS A (EVR) - 1.27% | RBC BEARINGS INC (RBC) - 1.93% |
| #17 | TRADEWEB MARKETS INC (TW) - 1.17% | INTERNATIONAL PAPER CO (IP) - 1.91% |
| #18 | STIFEL FINANCIAL CORP (SF) - 1.05% | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% |
| #19 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.86% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.82% | SOUTHERN COPPER CORP (SCCO) - 1.84% |
| #21 | HOULIHAN LOKEY INC CLASS A (HLI) - 0.78% | MUELLER INDUSTRIES INC (MLI) - 1.53% |
| #22 | STONEX GROUP INC (SNEX) - 0.75% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.50% |
| #23 | LAZARD INC (LAZ) - 0.52% | AVERY DENNISON CORP (AVY) - 1.29% |
| #24 | PIPER SANDLER COS (PIPR) - 0.52% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 1.11% |
| #25 | MARKETAXESS HOLDINGS INC (MKTX) - 0.49% | ELEMENT SOLUTIONS INC (ESI) - 1.04% |
| Total Holdings | 39 | 41 |
IAI vs IYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAI
+5.19%
IYM
+5.16%
3M
Winner
IAI
+14.75%
IYM
+8.89%
6M
IAI
+5.19%
Winner
IYM
+25.12%
1Y
IAI
+20.44%
Winner
IYM
+38.12%
5Y(CAGR)
Winner
IAI
+14.92%
IYM
+8.82%
10Y(CAGR)
Winner
IAI
+19.50%
IYM
+11.27%
Max(CAGR)
IAI
+8.26%
Winner
IYM
+8.62%
IAI vs IYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IAI | IYM |
|---|---|---|
| 2026 | +3.23% | +21.30% |
| 2025 | +25.49% | +21.73% |
| 2024 | +35.52% | -4.30% |
| 2023 | +14.79% | +13.12% |
| 2022 | -11.75% | -8.41% |
| 2021 | +41.17% | +26.40% |
| 2020 | +17.15% | +19.04% |
| 2019 | +23.36% | +18.37% |
| 2018 | -9.42% | -17.86% |
| 2017 | +27.80% | +24.09% |
| 2016 | +24.66% | +21.77% |
| 2015 | -0.96% | -12.86% |
| 2014 | +12.35% | +3.69% |
| 2013 | +61.82% | +16.86% |
| 2012 | +13.26% | +6.37% |
| 2011 | -28.09% | -16.01% |
| 2010 | +2.58% | +26.82% |
| 2009 | +39.54% | +57.70% |
| 2008 | -59.22% | -50.42% |
| 2007 | -5.34% | +33.32% |
| 2006 | +5.67% | +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% |
IAI vs IYM Drawdown Comparison
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The current IAI drawdown is -1.43%.
| Rank | IAI | IYM |
|---|---|---|
| #1 | -75.46% Jun 20, 2007 - Dec 7, 2016 | -67.78% Jun 18, 2008 - Dec 24, 2013 |
| #2 | -40.38% Feb 20, 2020 - Nov 23, 2020 | -42.75% Jan 26, 2018 - Sep 2, 2020 |
| #3 | -28.84% Nov 2, 2021 - Mar 4, 2024 | -31.03% Mar 19, 2002 - Nov 28, 2003 |
| #4 | -23.98% Mar 12, 2018 - Nov 25, 2019 | -29.92% Apr 19, 2022 - Apr 3, 2024 |
| #5 | -23.14% Feb 18, 2025 - Jun 18, 2025 | -29.86% Sep 18, 2014 - Dec 7, 2016 |
| #6 | -19.73% May 9, 2006 - Oct 5, 2006 | -28.52% May 21, 2001 - Mar 19, 2002 |
| #7 | -16.52% Jan 15, 2026 - Mar 27, 2026 | -23.61% Oct 18, 2024 - Oct 8, 2025 |
| #8 | -12.16% Feb 7, 2007 - Jun 15, 2007 | -17.68% May 9, 2006 - Jan 24, 2007 |
| #9 | -9.18% Jan 12, 2021 - Feb 16, 2021 | -17.36% Sep 6, 2000 - Dec 4, 2000 |
| #10 | -8.41% Mar 1, 2017 - Jun 28, 2017 | -16.78% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -8.12% Feb 1, 2018 - Mar 6, 2018 | -15.98% Mar 4, 2005 - Jan 6, 2006 |
| #12 | -7.77% Nov 27, 2024 - Jan 21, 2025 | -14.93% Dec 26, 2007 - Feb 25, 2008 |
| #13 | -7.07% Aug 27, 2021 - Oct 15, 2021 | -14.15% Mar 8, 2001 - May 10, 2001 |
| #14 | -7.01% Jul 26, 2024 - Aug 16, 2024 | -13.61% Mar 2, 2026 - Jun 15, 2026 |
| #15 | -6.97% Nov 12, 2025 - Dec 9, 2025 | -12.99% Mar 1, 2004 - Sep 7, 2004 |
Correlation
Correlation between IAI and IYM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IAI vs IYM dividend yield comparison.
| Year | IAI | IYM |
|---|---|---|
| 2026 | 0.63% | 0.51% |
| 2025 | 0.95% | 1.51% |
| 2024 | 1.05% | 1.65% |
| 2023 | 1.80% | 1.77% |
| 2022 | 2.14% | 2.14% |
| 2021 | 1.31% | 1.48% |
| 2020 | 1.55% | 1.39% |
| 2019 | 1.52% | 2.09% |
| 2018 | 1.58% | 1.68% |
| 2017 | 1.37% | 1.43% |
| 2016 | 1.49% | 1.47% |
| 2015 | 1.31% | 2.04% |
| 2014 | 1.13% | 1.77% |
| 2013 | 1.13% | 1.79% |
| 2012 | 2.97% | 1.94% |
| 2011 | 1.25% | 2.22% |
| 2010 | 1.62% | 1.12% |
| 2009 | 0.57% | 1.43% |
| 2008 | 2.28% | 3.18% |
| 2007 | 0.68% | 1.36% |
| 2006 | 0.20% | 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% |
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