IUS vs DOL
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF).
5-Year PerformanceIUS has outperformed DOL, delivering a return of +13.2% compared to +11.4%
IUS vs DOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUS
$785M
Winner
DOL
$792M
Expense Ratio
Winner
IUS
0.19%
DOL
0.48%
Max Drawdown
Winner
IUS
35.17%
DOL
63.89%
Sharpe Ratio
Winner
IUS
2.32
DOL
1.31
5Y Beta
IUS
0.78
Winner
DOL
0.62
P/E Ratio
IUS
28.81
DOL
N/A
Forward P/E
IUS
18.31
DOL
N/A
5Y Dividends CAGR
Winner
IUS
8.99%
DOL
7.52%
5Y EPS CAGR
IUS
18.91%
DOL
N/A
Debt to Equity
IUS
30.57%
DOL
N/A
P/S Ratio
IUS
1.54
DOL
N/A
P/B Ratio
IUS
3.77
DOL
N/A
IUS vs DOL - Holdings Comparison
IUS and DOL have 1 common holdings. Overlap is 0.00%
IUS's top 25 holdings weight is 42.61%. DOL's top 25 holdings weight is 34.65%.
| Rank | IUS | DOL |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.51% | n/a (n/a) - 4.71% |
| #2 | APPLE INC (AAPL) - 4.83% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.27% |
| #3 | EXXON MOBIL CORP (XOM) - 2.62% | HSBC HOLDINGS PLC (n/a) - 1.98% |
| #4 | AMAZON.COM INC (AMZN) - 2.52% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.46% |
| #5 | INTEL CORP (INTC) - 2.30% | NESTLE SA (n/a) - 1.44% |
| #6 | MICROSOFT CORP (MSFT) - 2.26% | INTESA SANPAOLO (n/a) - 1.38% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.02% | SHELL PLC (n/a) - 1.38% |
| #8 | NVIDIA CORP (NVDA) - 1.94% | TOYOTA MOTOR CORP (n/a) - 1.38% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.86% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.32% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.84% | MEDIATEK INC (n/a) - 1.30% |
| #11 | CHEVRON CORP (CVX) - 1.63% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.24% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.36% | BHP GROUP LTD (n/a) - 1.21% |
| #13 | BROADCOM INC (AVGO) - 1.21% | EQUINOR ASA (n/a) - 1.07% |
| #14 | GENERAL MOTORS CO (GM) - 1.11% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.05% |
| #15 | CVS HEALTH CORP (CVS) - 1.11% | ASML HOLDING NV (n/a) - 1.04% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.04% | SK HYNIX INC (n/a) - 1.02% |
| #17 | CATERPILLAR INC (CAT) - 1.01% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.01% |
| #18 | WALMART INC (WMT) - 0.97% | AXA SA (n/a) - 1.01% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | BNP PARIBAS ACT. CAT.A (n/a) - 0.95% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.88% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.92% |
| #21 | NEWMONT CORP (NEM) - 0.34% | BP PLC (n/a) - 0.92% |
| #22 | LOCKHEED MARTIN CORP (LMT) - 0.33% | n/a (n/a) - 0.90% |
| #23 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.33% | ALLIANZ SE (n/a) - 0.90% |
| #24 | GE AEROSPACE (GE) - 0.33% | ENEL SPA (n/a) - 0.90% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.33% | UNICREDIT SPA (n/a) - 0.89% |
| Total Holdings | 506 | 300 |
IUS vs DOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+2.16%
DOL
+0.12%
3M
Winner
IUS
+8.96%
DOL
+5.33%
6M
IUS
+13.74%
Winner
DOL
+14.19%
1Y
Winner
IUS
+31.79%
DOL
+25.00%
5Y(CAGR)
Winner
IUS
+13.22%
DOL
+11.40%
10Y(CAGR)
IUS
N/A
DOL
+9.16%
Max(CAGR)
Winner
IUS
+15.05%
DOL
+5.64%
IUS vs DOL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IUS | DOL |
|---|---|---|
| 2026 | +13.17% | +9.13% |
| 2025 | +17.23% | +37.90% |
| 2024 | +16.56% | +4.93% |
| 2023 | +21.21% | +16.05% |
| 2022 | -8.85% | -7.26% |
| 2021 | +33.59% | +10.74% |
| 2020 | +14.43% | -4.00% |
| 2019 | +29.34% | +19.44% |
| 2018 | -12.48% | -13.40% |
| 2017 | N/A | +21.57% |
| 2016 | N/A | +4.43% |
| 2015 | N/A | -4.18% |
| 2014 | N/A | -3.87% |
| 2013 | N/A | +18.19% |
| 2012 | N/A | +13.34% |
| 2011 | N/A | -9.00% |
| 2010 | N/A | -0.84% |
| 2009 | N/A | +22.52% |
| 2008 | N/A | -39.88% |
| 2007 | N/A | +13.30% |
| 2006 | N/A | +22.10% |
IUS vs DOL Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.
The current IUS drawdown is -2.12%. The current DOL drawdown is -3.62%.
| Rank | IUS | DOL |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -60.78% Oct 31, 2007 - Sep 7, 2017 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -35.97% Jan 26, 2018 - Apr 15, 2021 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -24.60% Jan 12, 2022 - Jun 15, 2023 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -12.48% Jul 12, 2007 - Sep 27, 2007 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -12.43% Mar 18, 2025 - Apr 24, 2025 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -11.33% Feb 25, 2026 - May 6, 2026 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -9.62% Sep 26, 2024 - Feb 25, 2025 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -8.80% Jul 28, 2023 - Dec 13, 2023 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -8.04% Feb 26, 2007 - Apr 3, 2007 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -6.86% Aug 13, 2021 - Jan 4, 2022 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -6.73% Jul 12, 2024 - Aug 19, 2024 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -4.93% Jul 10, 2006 - Jul 28, 2006 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -4.91% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -4.88% Aug 22, 2006 - Oct 16, 2006 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -4.47% Jun 15, 2021 - Aug 13, 2021 |
Correlation
Correlation between IUS and DOL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
IUS vs DOL dividend yield comparison.
| Year | IUS | DOL |
|---|---|---|
| 2026 | 0.33% | 0.28% |
| 2025 | 1.48% | 2.83% |
| 2024 | 1.52% | 3.78% |
| 2023 | 1.72% | 4.02% |
| 2022 | 1.78% | 4.47% |
| 2021 | 1.46% | 3.58% |
| 2020 | 1.74% | 2.82% |
| 2019 | 1.77% | 3.50% |
| 2018 | 0.73% | 4.03% |
| 2017 | 0.00% | 3.17% |
| 2016 | 0.00% | 3.58% |
| 2015 | 0.00% | 3.66% |
| 2014 | 0.00% | 5.02% |
| 2013 | 0.00% | 3.20% |
| 2012 | 0.00% | 3.43% |
| 2011 | 0.00% | 4.72% |
| 2010 | 0.00% | 3.47% |
| 2009 | 0.00% | 3.24% |
| 2008 | 0.00% | 6.11% |
| 2007 | 0.00% | 2.02% |
| 2006 | 0.00% | 0.49% |
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