IYG vs TCHP
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).
5-Year PerformanceIYG has outperformed TCHP, delivering a return of +10.4% compared to +9.4%
IYG vs TCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$2B
Winner
TCHP
$2.10B
Expense Ratio
Winner
IYG
0.38%
TCHP
0.57%
Max Drawdown
IYG
82.89%
Winner
TCHP
42.35%
Sharpe Ratio
Winner
IYG
0.66
TCHP
0.40
5Y Beta
Winner
IYG
0.89
TCHP
1.22
P/E Ratio
Winner
IYG
18.54
TCHP
28.92
Forward P/E
Winner
IYG
16.97
TCHP
25.33
PEG Ratio
IYG
0.74
Winner
TCHP
0.27
5Y Dividends CAGR
IYG
5.68%
TCHP
N/A
5Y EPS CAGR
IYG
9.62%
Winner
TCHP
39.23%
Debt to Equity
IYG
89.03%
TCHP
N/A
P/S Ratio
Winner
IYG
4.34
TCHP
6.63
P/B Ratio
Winner
IYG
2.47
TCHP
9.79
IYG vs TCHP - Holdings Comparison
IYG and TCHP have 6 common holdings. Overlap is 6.14%
IYG's top 25 holdings weight is 83.97%. TCHP's top 25 holdings weight is 87.48%.
| Rank | IYG | TCHP |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 12.83% | NVIDIA CORP (NVDA) - 15.34% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% | MICROSOFT CORP (MSFT) - 9.59% |
| #3 | VISA INC CLASS A (V) - 8.25% | APPLE INC (AAPL) - 9.00% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.06% | AMAZON.COM INC (AMZN) - 7.45% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.53% | ALPHABET INC CLASS C (GOOG) - 6.87% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% | BROADCOM INC (AVGO) - 6.10% |
| #7 | MORGAN STANLEY (MS) - 3.81% | META PLATFORMS INC CLASS A (META) - 4.67% |
| #8 | WELLS FARGO & CO (WFC) - 3.64% | CARVANA CO CLASS A (CVNA) - 3.91% |
| #9 | CITIGROUP INC (C) - 3.17% | VISA INC CLASS A (V) - 2.71% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.64% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.31% | TESLA INC (TSLA) - 2.50% |
| #12 | BLACKROCK INC (BLK) - 2.07% | MASTERCARD INC CLASS A (MA) - 1.97% |
| #13 | S&P GLOBAL INC (SPGI) - 1.86% | NETFLIX INC (NFLX) - 1.97% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% | ALPHABET INC CLASS A (GOOGL) - 1.88% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% | GE AEROSPACE (GE) - 1.68% |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | INTUITIVE SURGICAL INC (ISRG) - 1.16% |
| #17 | U.S. BANCORP (USB) - 1.35% | ASML HOLDING NV ADR (ASML) - 1.11% |
| #18 | BLACKSTONE INC (BX) - 1.29% | GE VERNOVA INC (GEV) - 1.08% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% | CHUBB LTD (CB) - 0.94% |
| #20 | CME GROUP INC CLASS A (CME) - 1.23% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | ORACLE CORP (ORCL) - 0.86% |
| #22 | MOODYS CORP (MCO) - 1.04% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.85% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.77% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.90% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.77% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% | UNITEDHEALTH GROUP INC (UNH) - 0.75% |
| Total Holdings | 102 | 60 |
IYG vs TCHP - Historical Returns
Returns include dividend reinvestment.
1M
IYG
+2.90%
Winner
TCHP
+4.27%
3M
Winner
IYG
+11.39%
TCHP
+0.37%
6M
IYG
+5.89%
Winner
TCHP
+8.46%
1Y
Winner
IYG
+14.99%
TCHP
+10.18%
5Y(CAGR)
Winner
IYG
+10.41%
TCHP
+9.35%
10Y(CAGR)
IYG
+14.59%
TCHP
N/A
Max(CAGR)
IYG
+6.74%
Winner
TCHP
+12.65%
IYG vs TCHP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | TCHP |
|---|---|---|
| 2026 | +4.88% | +3.95% |
| 2025 | +20.13% | +18.69% |
| 2024 | +31.89% | +38.25% |
| 2023 | +15.79% | +51.12% |
| 2022 | -18.13% | -38.19% |
| 2021 | +31.77% | +20.12% |
| 2020 | -0.12% | +11.37% |
| 2019 | +35.87% | N/A |
| 2018 | -12.80% | N/A |
| 2017 | +23.00% | N/A |
| 2016 | +22.73% | N/A |
| 2015 | -0.58% | N/A |
| 2014 | +11.36% | N/A |
| 2013 | +38.64% | N/A |
| 2012 | +28.84% | N/A |
| 2011 | -22.19% | N/A |
| 2010 | +5.43% | N/A |
| 2009 | +14.50% | N/A |
| 2008 | -51.24% | N/A |
| 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 TCHP Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The current IYG drawdown is -0.76%. The current TCHP drawdown is -2.79%.
| Rank | IYG | TCHP |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -42.34% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -22.92% Jan 23, 2025 - Jun 25, 2025 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -17.50% Oct 29, 2025 - May 8, 2026 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -13.08% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -11.98% Sep 2, 2020 - Dec 17, 2020 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -11.41% Jun 1, 2026 - Jul 29, 2026 |
| #7 | -15.90% Jan 6, 2026 - Jul 15, 2026 | -8.83% Feb 12, 2021 - Apr 9, 2021 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -8.04% Sep 7, 2021 - Nov 4, 2021 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -7.48% Apr 29, 2021 - Jun 14, 2021 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -6.54% Mar 22, 2024 - May 14, 2024 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -5.48% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -4.34% Jan 21, 2021 - Feb 3, 2021 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -3.53% Oct 9, 2025 - Oct 24, 2025 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -3.30% Aug 6, 2020 - Aug 18, 2020 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -3.24% Jul 23, 2021 - Aug 27, 2021 |
Correlation
Correlation between IYG and TCHP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
IYG vs TCHP dividend yield comparison.
| Year | IYG | TCHP |
|---|---|---|
| 2026 | 0.51% | 0.00% |
| 2025 | 1.00% | 0.00% |
| 2024 | 1.16% | 0.00% |
| 2023 | 1.77% | 0.00% |
| 2022 | 2.07% | 0.00% |
| 2021 | 1.25% | 0.02% |
| 2020 | 1.71% | 0.00% |
| 2019 | 1.59% | 0.00% |
| 2018 | 1.81% | 0.00% |
| 2017 | 1.24% | 0.00% |
| 2016 | 1.28% | 0.00% |
| 2015 | 1.33% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 1.04% | 0.00% |
| 2012 | 1.40% | 0.00% |
| 2011 | 1.19% | 0.00% |
| 2010 | 0.46% | 0.00% |
| 2009 | 1.14% | 0.00% |
| 2008 | 5.34% | 0.00% |
| 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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