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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 +13.0% compared to +9.7%

IYG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYG
$1.90B
Winner
SPY
$784B
Expense Ratio
IYG
0.38%
Winner
SPY
0.09%
Max Drawdown
IYG
82.89%
Winner
SPY
56.47%
Sharpe Ratio
IYG
0.63
Winner
SPY
1.54
5Y Beta
Winner
IYG
0.89
SPY
1.00
P/E Ratio
Winner
IYG
17.86
SPY
27.62
Forward P/E
Winner
IYG
16.35
SPY
21.11
PEG Ratio
IYG
0.76
SPY
N/A
5Y Dividends CAGR
IYG
5.68%
Winner
SPY
6.00%
5Y EPS CAGR
IYG
10.35%
Winner
SPY
25.30%
Debt to Equity
IYG
78.04%
Winner
SPY
31.11%
P/S Ratio
IYG
4.27
Winner
SPY
3.49
P/B Ratio
Winner
IYG
2.35
SPY
5.30

IYG vs SPY - Holdings Comparison

IYG and SPY have 47 common holdings. Overlap is 9.95%

IYG's top 25 holdings weight is 83.98%. SPY's top 25 holdings weight is 51.24%.

RankIYGSPY
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.87%
NVIDIA CORP (NVDA) - 7.81%
#2
JPMORGAN CHASE & CO (JPM) - 12.84%
APPLE INC (AAPL) - 6.81%
#3
VISA INC CLASS A (V) - 7.93%
MICROSOFT CORP (MSFT) - 4.53%
#4
MASTERCARD INC CLASS A (MA) - 5.73%
AMAZON.COM INC (AMZN) - 3.72%
#5
BANK OF AMERICA CORP (BAC) - 5.36%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
THE GOLDMAN SACHS GROUP INC (GS) - 4.71%
BROADCOM INC (AVGO) - 2.77%
#7
MORGAN STANLEY (MS) - 3.87%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
WELLS FARGO & CO (WFC) - 3.70%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
CITIGROUP INC (C) - 3.59%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
AMERICAN EXPRESS CO (AXP) - 2.60%
TESLA INC (TSLA) - 1.76%
#11
CHARLES SCHWAB CORP (SCHW) - 2.25%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
BLACKROCK INC (BLK) - 2.18%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
S&P GLOBAL INC (SPGI) - 1.83%
ELI LILLY AND CO (LLY) - 1.38%
#14
CAPITAL ONE FINANCIAL CORP (COF) - 1.79%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
BANK OF NEW YORK MELLON CORP (BNY) - 1.44%
EXXON MOBIL CORP (XOM) - 0.92%
#16
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.34%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
BLACKSTONE INC (BX) - 1.34%
VISA INC CLASS A (V) - 0.87%
#18
CME GROUP INC CLASS A (CME) - 1.30%
INTEL CORP (INTC) - 0.85%
#19
U.S. BANCORP (USB) - 1.29%
WALMART INC (WMT) - 0.82%
#20
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.19%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
MOODYS CORP (MCO) - 1.00%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
KKR & CO INC ORDINARY SHARES (KKR) - 0.95%
CATERPILLAR INC (CAT) - 0.68%
#24
APOLLO GLOBAL MANAGEMENT INC (APO) - 0.92%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
TRUIST FINANCIAL CORP (TFC) - 0.87%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings103505

IYG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYG
+3.92%
SPY
-1.41%
3M
IYG
+10.21%
Winner
SPY
+12.54%
6M
IYG
-2.97%
Winner
SPY
+6.77%
1Y
IYG
+9.42%
Winner
SPY
+22.18%
5Y(CAGR)
IYG
+9.73%
Winner
SPY
+13.04%
10Y(CAGR)
IYG
+15.00%
Winner
SPY
+15.54%
Max(CAGR)
IYG
+6.50%
Winner
SPY
+8.44%

IYG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYGSPY
2026-1.72%+7.90%
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%
1999N/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 -4.51%. The current SPY drawdown is -3.22%.

RankIYGSPY
#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.

YearIYGSPY
20260.55%0.50%
20251.00%1.07%
20241.16%1.21%
20231.77%1.40%
20222.07%1.65%
20211.25%1.20%
20201.71%1.52%
20191.59%1.75%
20181.81%2.04%
20171.24%1.80%
20161.28%2.03%
20151.33%2.06%
20141.14%1.87%
20131.04%1.81%
20121.40%2.18%
20111.19%2.05%
20100.46%1.80%
20091.14%1.95%
20085.34%3.02%
20072.72%1.85%
20061.88%1.73%
20052.05%1.73%
20041.92%1.82%
20031.67%1.47%
20021.87%1.70%
20011.24%1.25%
20001.07%1.15%
19990.00%0.24%

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