IYG vs DES
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).
5-Year PerformanceIYG has outperformed DES, delivering a return of +8.4% compared to +6.2%
IYG vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$1.90B
DES
$1.90B
Expense Ratio
IYG
0.38%
DES
0.38%
Max Drawdown
IYG
82.89%
Winner
DES
68.10%
Sharpe Ratio
IYG
0.52
Winner
DES
1.46
5Y Beta
IYG
0.92
Winner
DES
0.83
P/E Ratio
Winner
IYG
17.13
DES
21.88
Forward P/E
IYG
15.98
Winner
DES
13.20
PEG Ratio
IYG
0.73
DES
N/A
5Y Dividends CAGR
Winner
IYG
6.85%
DES
6.06%
5Y EPS CAGR
Winner
IYG
11.26%
DES
8.81%
Debt to Equity
IYG
66.84%
DES
N/A
P/S Ratio
IYG
4.17
Winner
DES
1.07
P/B Ratio
IYG
2.23
Winner
DES
1.66
IYG vs DES - Holdings Comparison
IYG and DES have 3 common holdings. Overlap is 0.14%
IYG's top 25 holdings weight is 83.43%. DES's top 25 holdings weight is 18.09%.
| Rank | IYG | DES |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.96% | KODIAK GAS SERVICES INC (KGS) - 1.09% |
| #2 | JPMORGAN CHASE & CO (JPM) - 12.56% | TFS FINANCIAL CORP (TFSL) - 1.05% |
| #3 | VISA INC CLASS A (V) - 7.78% | EPR PROPERTIES (EPR) - 1.05% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.16% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.95% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.22% | SONOCO PRODUCTS CO (SON) - 0.92% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.20% | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% |
| #7 | WELLS FARGO & CO (WFC) - 3.72% | CAL-MAINE FOODS INC (CALM) - 0.89% |
| #8 | MORGAN STANLEY (MS) - 3.42% | ARCHROCK INC (AROC) - 0.86% |
| #9 | CITIGROUP INC (C) - 3.37% | OUTFRONT MEDIA INC (OUT) - 0.83% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.55% | n/a (CRC) - 0.82% |
| #11 | BLACKROCK INC (BLK) - 2.28% | n/a (HASI) - 0.78% |
| #12 | CHARLES SCHWAB CORP (SCHW) - 2.27% | TRAVEL&LEISURE CO (TNL) - 0.74% |
| #13 | S&P GLOBAL INC (SPGI) - 2.00% | AVNET INC (AVT) - 0.71% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.81% | BUCKLE INC (BKE) - 0.71% |
| #15 | CME GROUP INC CLASS A (CME) - 1.52% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% |
| #16 | BANK OF NEW YORK MELLON CORP (BK) - 1.38% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #17 | BLACKSTONE INC (BX) - 1.35% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.34% | LCI INDUSTRIES INC (LCII) - 0.64% |
| #19 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.33% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.64% |
| #20 | U.S. BANCORP (USB) - 1.30% | NORTHERN OIL & GAS INC (NOG) - 0.63% |
| #21 | MOODYS CORP (MCO) - 1.06% | KENNAMETAL INC (KMT) - 0.39% |
| #22 | KKR & CO INC ORDINARY SHARES (KKR) - 1.03% | OTTER TAIL CORP (OTTR) - 0.39% |
| #23 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% | POWELL INDUSTRIES INC (POWL) - 0.38% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.97% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.86% | NORTHWEST BANCSHARES INC (NWBI) - 0.38% |
| Total Holdings | 103 | 488 |
IYG vs DES - Historical Returns
Returns include dividend reinvestment.
1M
IYG
+0.73%
Winner
DES
+3.81%
3M
IYG
-5.34%
Winner
DES
+3.26%
6M
IYG
-1.59%
Winner
DES
+18.98%
1Y
IYG
+9.94%
Winner
DES
+28.33%
5Y(CAGR)
Winner
IYG
+8.37%
DES
+6.17%
10Y(CAGR)
Winner
IYG
+13.88%
DES
+8.38%
Max(CAGR)
IYG
+6.34%
Winner
DES
+7.72%
IYG vs DES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | DES |
|---|---|---|
| 2026 | -6.31% | +15.52% |
| 2025 | +20.13% | +0.96% |
| 2024 | +31.89% | +9.71% |
| 2023 | +15.79% | +16.28% |
| 2022 | -18.13% | -11.65% |
| 2021 | +31.77% | +27.88% |
| 2020 | -0.12% | -3.69% |
| 2019 | +35.87% | +19.33% |
| 2018 | -12.80% | -13.42% |
| 2017 | +23.00% | +8.08% |
| 2016 | +22.73% | +33.60% |
| 2015 | -0.58% | -5.29% |
| 2014 | +11.36% | +8.94% |
| 2013 | +38.64% | +32.90% |
| 2012 | +28.84% | +16.16% |
| 2011 | -22.19% | -3.63% |
| 2010 | +5.43% | +24.59% |
| 2009 | +14.50% | +20.08% |
| 2008 | -51.24% | -27.07% |
| 2007 | -22.14% | -12.85% |
| 2006 | +17.48% | +16.40% |
| 2005 | +4.15% | N/A |
| 2004 | +12.79% | N/A |
| 2003 | +29.90% | N/A |
| 2002 | -11.95% | N/A |
| 2001 | -2.76% | N/A |
| 2000 | +22.75% | N/A |
IYG vs DES Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current IYG drawdown is -8.97%. The current DES drawdown is -0.51%.
| Rank | IYG | DES |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -15.90% Jan 6, 2026 - Mar 27, 2026 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between IYG and DES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IYG vs DES dividend yield comparison.
| Year | IYG | DES |
|---|---|---|
| 2026 | 0.31% | 0.41% |
| 2025 | 1.00% | 2.85% |
| 2024 | 1.16% | 2.81% |
| 2023 | 1.77% | 2.65% |
| 2022 | 2.07% | 2.89% |
| 2021 | 1.25% | 2.31% |
| 2020 | 1.71% | 2.75% |
| 2019 | 1.59% | 2.68% |
| 2018 | 1.81% | 3.65% |
| 2017 | 1.24% | 2.89% |
| 2016 | 1.28% | 2.70% |
| 2015 | 1.33% | 3.09% |
| 2014 | 1.14% | 2.68% |
| 2013 | 1.04% | 2.45% |
| 2012 | 1.40% | 4.04% |
| 2011 | 1.19% | 3.38% |
| 2010 | 0.46% | 3.57% |
| 2009 | 1.14% | 3.60% |
| 2008 | 5.34% | 6.09% |
| 2007 | 2.72% | 3.78% |
| 2006 | 1.88% | 1.82% |
| 2005 | 2.05% | 0.00% |
| 2004 | 1.92% | 0.00% |
| 2003 | 1.67% | 0.00% |
| 2002 | 1.87% | 0.00% |
| 2001 | 1.24% | 0.00% |
| 2000 | 1.07% | 0.00% |
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