IWMY vs FXA
Comparison between DEFIANCE R2000 WEEKLY DISTRIBUTION ETF (IWMY, ETF) and Invesco CurrencyShares Australian Dollar Trust (FXA, ETF).
IWMY vs FXA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWMY
$99M
FXA
$99M
Expense Ratio
IWMY
1.05%
Winner
FXA
0.40%
Max Drawdown
IWMY
72.41%
Winner
FXA
47.90%
Sharpe Ratio
Winner
IWMY
0.93
FXA
0.62
5Y Beta
IWMY
0.77
Winner
FXA
0.25
IWMY vs FXA - Historical Returns
Returns include dividend reinvestment.
1M
IWMY
-0.65%
Winner
FXA
+0.18%
3M
Winner
IWMY
+6.82%
FXA
-1.52%
6M
Winner
IWMY
+7.60%
FXA
+4.07%
1Y
Winner
IWMY
+19.03%
FXA
+8.46%
5Y(CAGR)
IWMY
N/A
FXA
-0.18%
10Y(CAGR)
IWMY
N/A
FXA
-0.07%
Max(CAGR)
Winner
IWMY
+15.34%
FXA
+1.70%
IWMY vs FXA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IWMY | FXA |
|---|---|---|
| 2026 | +14.16% | +5.19% |
| 2025 | +9.70% | +8.81% |
| 2024 | +6.48% | -6.94% |
| 2023 | +9.69% | +2.43% |
| 2022 | N/A | -5.42% |
| 2021 | N/A | -5.63% |
| 2020 | N/A | +10.01% |
| 2019 | N/A | +0.73% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +8.86% |
| 2016 | N/A | +1.31% |
| 2015 | N/A | -8.71% |
| 2014 | N/A | -6.72% |
| 2013 | N/A | -13.31% |
| 2012 | N/A | +3.23% |
| 2011 | N/A | +4.61% |
| 2010 | N/A | +16.03% |
| 2009 | N/A | +29.45% |
| 2008 | N/A | -14.79% |
| 2007 | N/A | +16.79% |
| 2006 | N/A | +10.78% |
IWMY vs FXA Drawdown Comparison
The maximum drawdown for IWMY was -18.59%, occurring on Apr 10, 2025. Recovery took 93 trading sessions.
The maximum drawdown for FXA was -40.97%, occurring on Mar 19, 2020. This drawdown has not yet recovered.
The current IWMY drawdown is -1.12%. The current FXA drawdown is -25.64%.
| Rank | IWMY | FXA |
|---|---|---|
| #1 | -18.59% Feb 18, 2025 - Jul 2, 2025 | -40.97% Apr 11, 2013 - Mar 19, 2020 |
| #2 | -11.53% Jan 22, 2026 - Apr 17, 2026 | -37.26% Jul 15, 2008 - Nov 16, 2009 |
| #3 | -7.72% Oct 6, 2025 - Jan 15, 2026 | -12.87% Apr 14, 2010 - Sep 9, 2010 |
| #4 | -7.07% Jul 31, 2024 - Sep 19, 2024 | -12.72% Jul 27, 2011 - Feb 7, 2012 |
| #5 | -6.50% Nov 11, 2024 - Feb 18, 2025 | -10.37% Jul 25, 2007 - Sep 26, 2007 |
| #6 | -5.26% Dec 27, 2023 - Mar 21, 2024 | -9.47% Mar 1, 2012 - Dec 14, 2012 |
| #7 | -4.71% Mar 28, 2024 - May 14, 2024 | -7.46% Nov 7, 2007 - Feb 19, 2008 |
| #8 | -4.65% May 6, 2026 - May 26, 2026 | -7.22% Nov 16, 2009 - Apr 6, 2010 |
| #9 | -3.58% May 20, 2024 - Jul 11, 2024 | -5.41% Nov 4, 2010 - Dec 29, 2010 |
| #10 | -3.49% Jun 4, 2026 - Jun 15, 2026 | -5.24% Feb 28, 2008 - Apr 22, 2008 |
| #11 | -3.36% Oct 17, 2024 - Nov 6, 2024 | -4.20% Apr 29, 2011 - Jul 26, 2011 |
| #12 | -3.04% Jul 23, 2025 - Aug 12, 2025 | -3.50% Jan 10, 2013 - Apr 10, 2013 |
| #13 | -2.76% Nov 3, 2023 - Nov 20, 2023 | -3.47% Feb 28, 2011 - Mar 24, 2011 |
| #14 | -2.40% Jun 30, 2026 - Jul 20, 2026 | -3.37% Dec 31, 2010 - Feb 25, 2011 |
| #15 | -2.36% Jul 16, 2024 - Jul 31, 2024 | -3.30% Sep 5, 2006 - Oct 27, 2006 |
Correlation
Correlation between IWMY and FXA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2006 - 2026)
IWMY vs FXA dividend yield comparison.
| Year | IWMY | FXA |
|---|---|---|
| 2026 | 16.36% | 0.61% |
| 2025 | 63.33% | 1.16% |
| 2024 | 107.92% | 1.66% |
| 2023 | 11.34% | 0.98% |
| 2022 | 0.00% | 0.05% |
| 2020 | 0.00% | 0.03% |
| 2019 | 0.00% | 0.53% |
| 2018 | 0.00% | 1.04% |
| 2017 | 0.00% | 0.83% |
| 2016 | 0.00% | 1.01% |
| 2015 | 0.00% | 1.52% |
| 2014 | 0.00% | 2.01% |
| 2013 | 0.00% | 2.14% |
| 2012 | 0.00% | 3.10% |
| 2011 | 0.00% | 4.01% |
| 2010 | 0.00% | 3.02% |
| 2009 | 0.00% | 2.07% |
| 2008 | 0.00% | 7.17% |
| 2007 | 0.00% | 5.18% |
| 2006 | 0.00% | 2.23% |
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