IYG vs CET

Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and Central Securities Corp (CET, ETF).

5-Year PerformanceCET has outperformed IYG, delivering a return of +10.9% compared to +9.7%

IYG vs CET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYG(ETF)	CET(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.38%	N/A
Max Drawdown	82.89%	73.29%
Sharpe Ratio	0.63	1.00
5Y Beta	0.89	0.65
P/E Ratio	17.86	N/A
Forward P/E	16.35	N/A
PEG Ratio	0.76	N/A
5Y Dividends CAGR	5.68%	7.95%
5Y EPS CAGR	10.35%	N/A
Debt to Equity	78.04%	N/A
P/S Ratio	4.27	N/A
P/B Ratio	2.35	N/A

Net Assets

IYG

$1.90B

CET

$1.90B

Expense Ratio

IYG

0.38%

CET

N/A

Max Drawdown

IYG

82.89%

Winner

CET

73.29%

Sharpe Ratio

IYG

0.63

Winner

CET

1.00

5Y Beta

IYG

0.89

Winner

CET

0.65

P/E Ratio

IYG

17.86

CET

N/A

Forward P/E

IYG

16.35

CET

N/A

PEG Ratio

IYG

0.76

CET

N/A

5Y Dividends CAGR

IYG

5.68%

Winner

CET

7.95%

5Y EPS CAGR

IYG

10.35%

CET

N/A

Debt to Equity

IYG

78.04%

CET

N/A

P/S Ratio

IYG

4.27

CET

N/A

P/B Ratio

IYG

2.35

CET

N/A

IYG vs CET - Historical Returns

Returns include dividend reinvestment.

Period	IYG	CET
1 month	+3.92%	-1.92%
3 months	+10.21%	+3.64%
6 months	-2.97%	+1.82%
1 year	+9.42%	+15.05%
5 years(CAGR)	+9.73%	+10.87%
10 years(CAGR)	+15.00%	+16.54%
Max(CAGR)	+6.50%	+10.29%

Winner

IYG

+3.92%

CET

-1.92%

Winner

IYG

+10.21%

CET

+3.64%

IYG

-2.97%

Winner

CET

+1.82%

IYG

+9.42%

Winner

CET

+15.05%

5Y(CAGR)

IYG

+9.73%

Winner

CET

+10.87%

10Y(CAGR)

IYG

+15.00%

Winner

CET

+16.54%

Max(CAGR)

IYG

+6.50%

Winner

CET

+10.29%

IYG vs CET - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IYG	CET
2026	-1.72%	+2.76%
2025	+20.13%	+18.04%
2024	+31.89%	+27.16%
2023	+15.79%	+18.42%
2022	-18.13%	-19.07%
2021	+31.77%	+51.39%
2020	-0.12%	+3.77%
2019	+35.87%	+37.54%
2018	-12.80%	-4.99%
2017	+23.00%	+30.57%
2016	+22.73%	+23.34%
2015	-0.58%	-3.98%
2014	+11.36%	+10.24%
2013	+38.64%	+26.91%
2012	+28.84%	+0.99%
2011	-22.19%	-2.98%
2010	+5.43%	+26.25%
2009	+14.50%	+24.89%
2008	-51.24%	-37.04%
2007	-22.14%	+10.42%
2006	+17.48%	+20.89%
2005	+4.15%	+14.55%
2004	+12.79%	+16.40%
2003	+29.90%	+34.25%
2002	-11.95%	-30.41%
2001	-2.76%	-1.71%
2000	+22.75%	+16.42%
1999	N/A	+12.25%

IYG vs CET Drawdown Comparison

The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.

The maximum drawdown for CET was -56.58%, occurring on Mar 9, 2009. Recovery took 663 trading sessions.

The current IYG drawdown is -4.51%. The current CET drawdown is -3.58%.

Rank	IYG	CET
#1	-81.83% Feb 20, 2007 - Sep 19, 2017	-56.58% May 16, 2008 - Jan 3, 2011
#2	-44.32% Feb 19, 2020 - Jan 6, 2021	-50.75% Sep 1, 2000 - Dec 1, 2005
#3	-34.95% Jan 30, 2001 - Oct 13, 2003	-39.91% Jan 16, 2020 - Dec 7, 2020
#4	-29.60% Jan 12, 2022 - Mar 20, 2024	-24.88% Dec 30, 2021 - Mar 7, 2024
#5	-24.55% Jan 26, 2018 - Jul 23, 2019	-22.78% May 31, 2011 - Jul 15, 2013
#6	-18.53% Feb 18, 2025 - Jun 26, 2025	-18.50% Dec 23, 2014 - Jun 6, 2016
#7	-15.90% Jan 6, 2026 - Mar 27, 2026	-16.78% Aug 29, 2018 - Mar 14, 2019
#8	-14.55% Sep 12, 2000 - Dec 28, 2000	-15.46% Jul 17, 2007 - May 15, 2008
#9	-11.56% Mar 5, 2004 - Nov 4, 2004	-15.42% Feb 19, 2025 - Jul 2, 2025
#10	-9.60% Jul 26, 2019 - Oct 25, 2019	-14.88% Mar 28, 2000 - Jun 27, 2000
#11	-9.25% Dec 31, 2004 - Nov 10, 2005	-11.45% Jul 23, 2014 - Dec 23, 2014
#12	-8.91% Oct 25, 2021 - Jan 12, 2022	-9.96% Jan 17, 2018 - Jun 8, 2018
#13	-8.50% Jan 12, 2021 - Feb 12, 2021	-8.08% Mar 2, 2026 - Apr 17, 2026
#14	-8.25% May 5, 2006 - Sep 15, 2006	-7.69% Jan 27, 2006 - Oct 12, 2006
#15	-8.01% Jul 17, 2024 - Aug 23, 2024	-7.56% Jul 20, 2000 - Aug 18, 2000

Correlation

Correlation between IYG and CET is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

IYG vs CET dividend yield comparison.

Year	IYG	CET
2026	0.55%	0.60%
2025	1.00%	5.32%
2024	1.16%	4.92%
2023	1.77%	4.90%
2022	2.07%	7.34%
2021	1.25%	8.41%
2020	1.71%	5.68%
2019	1.59%	3.78%
2018	1.81%	5.84%
2017	1.24%	3.65%
2016	1.28%	4.50%
2015	1.33%	10.41%
2014	1.14%	7.97%
2013	1.04%	17.03%
2012	1.40%	4.70%
2011	1.19%	4.89%
2010	0.46%	4.10%
2009	1.14%	3.62%
2008	5.34%	17.08%
2007	2.72%	8.94%
2006	1.88%	8.33%
2005	2.05%	8.40%
2004	1.92%	5.78%
2003	1.67%	6.70%
2002	1.87%	7.68%
2001	1.24%	7.11%
2000	1.07%	13.63%
1999	0.00%	8.81%