IYG vs SPY
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IYG, delivering a return of +13.3% compared to +8.4%
IYG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$1.90B
Winner
SPY
$652B
Expense Ratio
IYG
0.38%
Winner
SPY
0.09%
Max Drawdown
IYG
82.89%
Winner
SPY
56.47%
Sharpe Ratio
IYG
0.52
Winner
SPY
2.07
5Y Beta
Winner
IYG
0.92
SPY
1.00
P/E Ratio
Winner
IYG
17.13
SPY
28.24
Forward P/E
Winner
IYG
15.98
SPY
21.85
PEG Ratio
IYG
0.73
SPY
N/A
5Y Dividends CAGR
Winner
IYG
6.85%
SPY
5.43%
5Y EPS CAGR
IYG
11.26%
Winner
SPY
25.79%
Debt to Equity
IYG
66.84%
Winner
SPY
22.35%
P/S Ratio
IYG
4.17
Winner
SPY
3.55
P/B Ratio
Winner
IYG
2.23
SPY
5.29
IYG vs SPY - Holdings Comparison
IYG and SPY have 47 common holdings. Overlap is 10.12%
IYG's top 25 holdings weight is 83.43%. SPY's top 25 holdings weight is 51.32%.
| Rank | IYG | SPY |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.96% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | JPMORGAN CHASE & CO (JPM) - 12.56% | APPLE INC (AAPL) - 6.48% |
| #3 | VISA INC CLASS A (V) - 7.78% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.16% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.22% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.20% | BROADCOM INC (AVGO) - 3.09% |
| #7 | WELLS FARGO & CO (WFC) - 3.72% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MORGAN STANLEY (MS) - 3.42% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | CITIGROUP INC (C) - 3.37% | TESLA INC (TSLA) - 1.73% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BLACKROCK INC (BLK) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CHARLES SCHWAB CORP (SCHW) - 2.27% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | S&P GLOBAL INC (SPGI) - 2.00% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.81% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | CME GROUP INC CLASS A (CME) - 1.52% | WALMART INC (WMT) - 0.91% |
| #16 | BANK OF NEW YORK MELLON CORP (BK) - 1.38% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | BLACKSTONE INC (BX) - 1.35% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.34% | VISA INC CLASS A (V) - 0.85% |
| #19 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.33% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | U.S. BANCORP (USB) - 1.30% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | MOODYS CORP (MCO) - 1.06% | INTEL CORP (INTC) - 0.65% |
| #22 | KKR & CO INC ORDINARY SHARES (KKR) - 1.03% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.97% | CHEVRON CORP (CVX) - 0.58% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.86% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 103 | 505 |
IYG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYG
+0.73%
Winner
SPY
+9.11%
3M
IYG
-5.34%
Winner
SPY
+6.59%
6M
IYG
-1.59%
Winner
SPY
+10.56%
1Y
IYG
+9.94%
Winner
SPY
+32.04%
5Y(CAGR)
IYG
+8.37%
Winner
SPY
+13.35%
10Y(CAGR)
IYG
+13.88%
Winner
SPY
+15.49%
Max(CAGR)
IYG
+6.34%
Winner
SPY
+8.50%
IYG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYG | SPY |
|---|---|---|
| 2026 | -6.31% | +8.27% |
| 2025 | +20.13% | +18.00% |
| 2024 | +31.89% | +25.59% |
| 2023 | +15.79% | +26.72% |
| 2022 | -18.13% | -18.64% |
| 2021 | +31.77% | +30.52% |
| 2020 | -0.12% | +17.28% |
| 2019 | +35.87% | +31.09% |
| 2018 | -12.80% | -5.24% |
| 2017 | +23.00% | +20.78% |
| 2016 | +22.73% | +13.59% |
| 2015 | -0.58% | +1.31% |
| 2014 | +11.36% | +14.56% |
| 2013 | +38.64% | +29.00% |
| 2012 | +28.84% | +14.17% |
| 2011 | -22.19% | +0.85% |
| 2010 | +5.43% | +13.14% |
| 2009 | +14.50% | +22.67% |
| 2008 | -51.24% | -36.25% |
| 2007 | -22.14% | +5.32% |
| 2006 | +17.48% | +13.85% |
| 2005 | +4.15% | +5.32% |
| 2004 | +12.79% | +10.75% |
| 2003 | +29.90% | +24.18% |
| 2002 | -11.95% | -22.42% |
| 2001 | -2.76% | -10.13% |
| 2000 | +22.75% | -8.84% |
| 1999 | N/A | +8.61% |
IYG vs SPY Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IYG drawdown is -8.97%.
| Rank | IYG | SPY |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.90% Jan 6, 2026 - Mar 27, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYG and SPY 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 SPY dividend yield comparison.
| Year | IYG | SPY |
|---|---|---|
| 2026 | 0.31% | 0.24% |
| 2025 | 1.00% | 1.07% |
| 2024 | 1.16% | 1.21% |
| 2023 | 1.77% | 1.40% |
| 2022 | 2.07% | 1.65% |
| 2021 | 1.25% | 1.20% |
| 2020 | 1.71% | 1.52% |
| 2019 | 1.59% | 1.75% |
| 2018 | 1.81% | 2.04% |
| 2017 | 1.24% | 1.80% |
| 2016 | 1.28% | 2.03% |
| 2015 | 1.33% | 2.06% |
| 2014 | 1.14% | 1.87% |
| 2013 | 1.04% | 1.81% |
| 2012 | 1.40% | 2.18% |
| 2011 | 1.19% | 2.05% |
| 2010 | 0.46% | 1.80% |
| 2009 | 1.14% | 1.95% |
| 2008 | 5.34% | 3.02% |
| 2007 | 2.72% | 1.85% |
| 2006 | 1.88% | 1.73% |
| 2005 | 2.05% | 1.73% |
| 2004 | 1.92% | 1.82% |
| 2003 | 1.67% | 1.47% |
| 2002 | 1.87% | 1.70% |
| 2001 | 1.24% | 1.25% |
| 2000 | 1.07% | 1.15% |
| 1999 | 0.00% | 0.24% |
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