IYG vs RWJ
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed IYG, delivering a return of +11.0% compared to +10.6%
IYG vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$2B
RWJ
$2B
Expense Ratio
Winner
IYG
0.38%
RWJ
0.39%
Max Drawdown
IYG
82.89%
Winner
RWJ
56.26%
Sharpe Ratio
IYG
0.36
Winner
RWJ
1.38
5Y Beta
Winner
IYG
0.90
RWJ
1.05
P/E Ratio
Winner
IYG
18.61
RWJ
147.09
Forward P/E
IYG
16.67
Winner
RWJ
12.42
PEG Ratio
IYG
0.79
RWJ
N/A
5Y Dividends CAGR
IYG
5.68%
Winner
RWJ
23.39%
5Y EPS CAGR
Winner
IYG
10.48%
RWJ
5.27%
Debt to Equity
Winner
IYG
78.40%
RWJ
104.15%
P/S Ratio
IYG
4.28
Winner
RWJ
0.40
P/B Ratio
IYG
2.41
Winner
RWJ
1.69
IYG vs RWJ - Holdings Comparison
IYG and RWJ have 6 common holdings. Overlap is 0.29%
IYG's top 25 holdings weight is 83.97%. RWJ's top 25 holdings weight is 27.59%.
| Rank | IYG | RWJ |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 12.83% | MOLINA HEALTHCARE INC (MOH) - 3.22% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% | WORLD KINECT CORP (WKC) - 2.64% |
| #3 | VISA INC CLASS A (V) - 8.25% | CARMAX INC (KMX) - 2.05% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.06% | UNITED NATURAL FOODS INC (UNFI) - 1.82% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.53% | LINCOLN NATIONAL CORP (LNC) - 1.35% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.34% |
| #7 | MORGAN STANLEY (MS) - 3.81% | MANPOWERGROUP INC (MAN) - 1.32% |
| #8 | WELLS FARGO & CO (WFC) - 3.64% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.20% |
| #9 | CITIGROUP INC (C) - 3.17% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.09% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.64% | KOHL'S CORP (KSS) - 1.01% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.31% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.93% |
| #12 | BLACKROCK INC (BLK) - 2.07% | LKQ CORP (LKQ) - 0.83% |
| #13 | S&P GLOBAL INC (SPGI) - 1.86% | ADIENT PLC (ADNT) - 0.83% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% | n/a (DXC) - 0.81% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% | AMENTUM HOLDINGS INC (AMTM) - 0.81% |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | MOHAWK INDUSTRIES INC (MHK) - 0.73% |
| #17 | U.S. BANCORP (USB) - 1.35% | CAESARS ENTERTAINMENT INC (CZR) - 0.72% |
| #18 | BLACKSTONE INC (BX) - 1.29% | JETBLUE AIRWAYS CORP (JBLU) - 0.67% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.67% |
| #20 | CME GROUP INC CLASS A (CME) - 1.23% | ANDERSONS INC (ANDE) - 0.67% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | THE CAMPBELL'S CO (CPB) - 0.58% |
| #22 | MOODYS CORP (MCO) - 1.04% | PAR PACIFIC HOLDINGS INC (PARR) - 0.58% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% | CONCENTRIX CORP ORDINARY SHARES (CNXC) - 0.58% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.90% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.57% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% | ABM INDUSTRIES INC (ABM) - 0.57% |
| Total Holdings | 102 | 595 |
IYG vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYG
+4.09%
RWJ
+3.49%
3M
IYG
+9.22%
Winner
RWJ
+9.78%
6M
IYG
+5.87%
Winner
RWJ
+16.02%
1Y
IYG
+8.58%
Winner
RWJ
+34.76%
5Y(CAGR)
IYG
+10.56%
Winner
RWJ
+11.03%
10Y(CAGR)
Winner
IYG
+14.66%
RWJ
+13.29%
Max(CAGR)
IYG
+6.65%
Winner
RWJ
+12.55%
IYG vs RWJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | RWJ |
|---|---|---|
| 2026 | +2.30% | +23.91% |
| 2025 | +20.13% | +8.28% |
| 2024 | +31.89% | +11.98% |
| 2023 | +15.79% | +16.69% |
| 2022 | -18.13% | -12.27% |
| 2021 | +31.77% | +54.19% |
| 2020 | -0.12% | +21.02% |
| 2019 | +35.87% | +17.99% |
| 2018 | -12.80% | -18.19% |
| 2017 | +23.00% | +4.20% |
| 2016 | +22.73% | +32.88% |
| 2015 | -0.58% | -7.94% |
| 2014 | +11.36% | +7.70% |
| 2013 | +38.64% | +41.60% |
| 2012 | +28.84% | +16.48% |
| 2011 | -22.19% | -2.72% |
| 2010 | +5.43% | +22.38% |
| 2009 | +14.50% | +44.07% |
| 2008 | -51.24% | -27.28% |
| 2007 | -22.14% | N/A |
| 2006 | +17.48% | N/A |
| 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 RWJ Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current IYG drawdown is -1.32%. The current RWJ drawdown is -1.43%.
| Rank | IYG | RWJ |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -15.90% Jan 6, 2026 - Jul 15, 2026 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between IYG and RWJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IYG vs RWJ dividend yield comparison.
| Year | IYG | RWJ |
|---|---|---|
| 2026 | 0.52% | 0.52% |
| 2025 | 1.00% | 1.11% |
| 2024 | 1.16% | 1.15% |
| 2023 | 1.77% | 1.34% |
| 2022 | 2.07% | 1.02% |
| 2021 | 1.25% | 0.61% |
| 2020 | 1.71% | 0.89% |
| 2019 | 1.59% | 1.22% |
| 2018 | 1.81% | 1.44% |
| 2017 | 1.24% | 1.11% |
| 2016 | 1.28% | 0.61% |
| 2015 | 1.33% | 0.74% |
| 2014 | 1.14% | 0.57% |
| 2013 | 1.04% | 1.27% |
| 2012 | 1.40% | 1.34% |
| 2011 | 1.19% | 0.37% |
| 2010 | 0.46% | 0.39% |
| 2009 | 1.14% | 0.24% |
| 2008 | 5.34% | 0.85% |
| 2007 | 2.72% | 0.00% |
| 2006 | 1.88% | 0.00% |
| 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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