IYF vs IDMO
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF).
5-Year PerformanceIDMO has outperformed IYF, delivering a return of +14.9% compared to +12.2%
IYF vs IDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.90B
IDMO
$3.90B
Expense Ratio
IYF
0.38%
Winner
IDMO
0.25%
Max Drawdown
IYF
80.22%
Winner
IDMO
40.58%
Sharpe Ratio
IYF
0.48
Winner
IDMO
0.85
5Y Beta
Winner
IYF
0.82
IDMO
0.88
P/E Ratio
IYF
16.17
IDMO
N/A
Forward P/E
IYF
14.92
IDMO
N/A
5Y Dividends CAGR
IYF
12.55%
Winner
IDMO
32.87%
5Y EPS CAGR
IYF
10.69%
IDMO
N/A
Debt to Equity
IYF
57.28%
IDMO
N/A
P/S Ratio
IYF
3.01
IDMO
N/A
P/B Ratio
IYF
2.10
IDMO
N/A
IYF vs IDMO - Holdings Comparison
IYF and IDMO have 1 common holdings. Overlap is -0.02%
IYF's top 25 holdings weight is 69.37%. IDMO's top 25 holdings weight is 49.82%.
| Rank | IYF | IDMO |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.04% | HSBC HOLDINGS PLC (n/a) - 4.75% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.98% | THE TORONTO-DOMINION BANK (n/a) - 4.33% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.66% | BANCO SANTANDER SA (n/a) - 4.16% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.20% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.71% |
| #5 | WELLS FARGO & CO (WFC) - 3.80% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.53% |
| #6 | MORGAN STANLEY (MS) - 3.76% | ADVANTEST CORP (n/a) - 2.24% |
| #7 | CITIGROUP INC (C) - 3.41% | IBERDROLA SA (n/a) - 2.16% |
| #8 | CHARLES SCHWAB CORP (SCHW) - 2.54% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 2.08% |
| #9 | BLACKROCK INC (BLK) - 2.40% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.05% |
| #10 | PROGRESSIVE CORP (PGR) - 2.03% | UNICREDIT SPA (n/a) - 1.91% |
| #11 | S&P GLOBAL INC (SPGI) - 1.99% | BANK OF NOVA SCOTIA (BNS) - 1.79% |
| #12 | CHUBB LTD (CB) - 1.87% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.63% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.63% | LLOYDS BANKING GROUP PLC (n/a) - 1.59% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | MITSUBISHI CORP (n/a) - 1.56% |
| #15 | U.S. BANCORP (USB) - 1.49% | BANK OF MONTREAL (BMO) - 1.42% |
| #16 | BLACKSTONE INC (BX) - 1.42% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.39% |
| #17 | CME GROUP INC CLASS A (CME) - 1.35% | DBS GROUP HOLDINGS LTD (n/a) - 1.34% |
| #18 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.34% | BARRICK MINING CORP (n/a) - 1.33% |
| #19 | MARSH (MRSH) - 1.32% | ING GROEP NV (n/a) - 1.31% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.19% | SOCIETE GENERALE SA (n/a) - 1.30% |
| #21 | AON PLC CLASS A (AON) - 1.15% | AIA GROUP LTD (n/a) - 1.30% |
| #22 | MOODYS CORP (MCO) - 1.14% | INTESA SANPAOLO (n/a) - 1.28% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.10% | ENEL SPA (n/a) - 1.25% |
| #24 | KKR & CO INC ORDINARY SHARES (KKR) - 1.02% | BARCLAYS PLC (n/a) - 1.22% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.99% | MITSUI & CO LTD (n/a) - 1.19% |
| Total Holdings | 146 | 206 |
IYF vs IDMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+4.58%
IDMO
+0.59%
3M
Winner
IYF
+9.04%
IDMO
+2.97%
6M
Winner
IYF
+6.62%
IDMO
+5.37%
1Y
IYF
+10.11%
Winner
IDMO
+20.03%
5Y(CAGR)
IYF
+12.18%
Winner
IDMO
+14.88%
10Y(CAGR)
Winner
IYF
+13.57%
IDMO
+12.42%
Max(CAGR)
IYF
+6.13%
Winner
IDMO
+8.94%
IYF vs IDMO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | IDMO |
|---|---|---|
| 2026 | +4.22% | +7.65% |
| 2025 | +18.38% | +42.29% |
| 2024 | +30.95% | +14.02% |
| 2023 | +14.95% | +20.76% |
| 2022 | -12.21% | -12.23% |
| 2021 | +33.66% | +13.15% |
| 2020 | -1.55% | +21.38% |
| 2019 | +31.73% | +26.22% |
| 2018 | -9.17% | -16.01% |
| 2017 | +18.69% | +29.17% |
| 2016 | +19.25% | +2.38% |
| 2015 | -0.53% | -11.66% |
| 2014 | +14.81% | -4.53% |
| 2013 | +29.91% | +18.63% |
| 2012 | +23.10% | +1.88% |
| 2011 | -14.90% | N/A |
| 2010 | +10.48% | N/A |
| 2009 | +16.13% | N/A |
| 2008 | -49.28% | N/A |
| 2007 | -18.33% | N/A |
| 2006 | +16.82% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs IDMO Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.
The current IYF drawdown is -0.37%. The current IDMO drawdown is -3.29%.
| Rank | IYF | IDMO |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -39.35% May 14, 2015 - Feb 6, 2020 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -31.32% Feb 19, 2020 - Jul 14, 2020 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -27.09% Nov 12, 2021 - Dec 1, 2023 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -25.56% Feb 24, 2012 - Dec 19, 2012 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -21.02% Jul 3, 2014 - Apr 24, 2015 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -13.64% Jan 30, 2013 - Aug 14, 2013 |
| #7 | -13.88% Jan 6, 2026 - Jul 6, 2026 | -12.65% Mar 25, 2025 - Apr 23, 2025 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -12.52% Feb 16, 2021 - Aug 5, 2021 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -12.31% Feb 26, 2026 - Apr 14, 2026 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -11.40% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -7.30% Jan 17, 2014 - Feb 18, 2014 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -7.22% May 13, 2026 - Jun 16, 2026 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -6.98% Dec 5, 2024 - Feb 6, 2025 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -6.92% Sep 15, 2021 - Nov 1, 2021 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -6.73% Oct 12, 2020 - Nov 5, 2020 |
Correlation
Correlation between IYF and IDMO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IYF vs IDMO dividend yield comparison.
| Year | IYF | IDMO |
|---|---|---|
| 2026 | 0.71% | 1.31% |
| 2025 | 1.32% | 3.71% |
| 2024 | 1.29% | 2.24% |
| 2023 | 1.67% | 2.89% |
| 2022 | 1.86% | 3.66% |
| 2021 | 1.27% | 1.81% |
| 2020 | 1.72% | 1.63% |
| 2019 | 1.65% | 2.78% |
| 2018 | 1.90% | 3.27% |
| 2017 | 1.46% | 3.08% |
| 2016 | 1.67% | 2.18% |
| 2015 | 1.66% | 2.52% |
| 2014 | 1.38% | 2.19% |
| 2013 | 1.33% | 1.70% |
| 2012 | 1.67% | 2.07% |
| 2011 | 1.68% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 4.64% | 0.00% |
| 2007 | 2.75% | 0.00% |
| 2006 | 1.86% | 0.00% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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