IYG vs TLTW
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and ISHARES 20+ YEAR TREASURY BOND BUYWRITE STRATEGY ETF (TLTW, ETF).
IYG vs TLTW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$1.90B
Winner
TLTW
$2B
Expense Ratio
IYG
0.38%
Winner
TLTW
0.35%
Max Drawdown
IYG
82.89%
Winner
TLTW
45.81%
Sharpe Ratio
IYG
0.63
Winner
TLTW
0.73
5Y Beta
IYG
0.89
Winner
TLTW
0.09
P/E Ratio
IYG
17.86
TLTW
N/A
Forward P/E
IYG
16.35
TLTW
N/A
PEG Ratio
IYG
0.76
TLTW
N/A
5Y Dividends CAGR
IYG
5.68%
TLTW
N/A
5Y EPS CAGR
IYG
10.35%
TLTW
N/A
Debt to Equity
IYG
78.04%
TLTW
N/A
P/S Ratio
IYG
4.27
TLTW
N/A
P/B Ratio
IYG
2.35
TLTW
N/A
IYG vs TLTW - Holdings Comparison
IYG and TLTW have 0 common holdings. Overlap is 0.00%
IYG's top 25 holdings weight is 83.98%. TLTW's top 25 holdings weight is 99.94%.
| Rank | IYG | TLTW |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.87% | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 99.94% |
| #2 | JPMORGAN CHASE & CO (JPM) - 12.84% | N/A |
| #3 | VISA INC CLASS A (V) - 7.93% | N/A |
| #4 | MASTERCARD INC CLASS A (MA) - 5.73% | N/A |
| #5 | BANK OF AMERICA CORP (BAC) - 5.36% | N/A |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.71% | N/A |
| #7 | MORGAN STANLEY (MS) - 3.87% | N/A |
| #8 | WELLS FARGO & CO (WFC) - 3.70% | N/A |
| #9 | CITIGROUP INC (C) - 3.59% | N/A |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.60% | N/A |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.25% | N/A |
| #12 | BLACKROCK INC (BLK) - 2.18% | N/A |
| #13 | S&P GLOBAL INC (SPGI) - 1.83% | N/A |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.79% | N/A |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.44% | N/A |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.34% | N/A |
| #17 | BLACKSTONE INC (BX) - 1.34% | N/A |
| #18 | CME GROUP INC CLASS A (CME) - 1.30% | N/A |
| #19 | U.S. BANCORP (USB) - 1.29% | N/A |
| #20 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.19% | N/A |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | N/A |
| #22 | MOODYS CORP (MCO) - 1.00% | N/A |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.95% | N/A |
| #24 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.92% | N/A |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.87% | N/A |
| Total Holdings | 103 | 1 |
IYG vs TLTW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYG
+3.92%
TLTW
+3.23%
3M
Winner
IYG
+10.21%
TLTW
+2.91%
6M
IYG
-2.97%
Winner
TLTW
+2.60%
1Y
IYG
+9.42%
Winner
TLTW
+9.52%
5Y(CAGR)
IYG
+9.73%
TLTW
N/A
10Y(CAGR)
IYG
+15.00%
TLTW
N/A
Max(CAGR)
Winner
IYG
+6.50%
TLTW
+0.22%
IYG vs TLTW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | TLTW |
|---|---|---|
| 2026 | -1.72% | +3.46% |
| 2025 | +20.13% | +11.03% |
| 2024 | +31.89% | -1.97% |
| 2023 | +15.79% | -0.97% |
| 2022 | -18.13% | -11.09% |
| 2021 | +31.77% | N/A |
| 2020 | -0.12% | N/A |
| 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 TLTW Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for TLTW was -18.58%, occurring on Oct 19, 2023. Recovery took 870 trading sessions.
The current IYG drawdown is -4.51%. The current TLTW drawdown is -1.13%.
| Rank | IYG | TLTW |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -18.58% Aug 26, 2022 - Feb 17, 2026 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -5.97% Feb 27, 2026 - May 19, 2026 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -0.98% Aug 22, 2022 - Aug 25, 2022 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -0.21% Feb 19, 2026 - Feb 23, 2026 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -0.13% Feb 17, 2026 - Feb 19, 2026 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | N/A |
| #7 | -15.90% Jan 6, 2026 - Mar 27, 2026 | N/A |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | N/A |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | N/A |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | N/A |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | N/A |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | N/A |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | N/A |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | N/A |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | N/A |
Correlation
Correlation between IYG and TLTW is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2000 - 2026)
IYG vs TLTW dividend yield comparison.
| Year | IYG | TLTW |
|---|---|---|
| 2026 | 0.55% | 4.13% |
| 2025 | 1.00% | 14.82% |
| 2024 | 1.16% | 14.47% |
| 2023 | 1.77% | 19.59% |
| 2022 | 2.07% | 8.71% |
| 2021 | 1.25% | 0.00% |
| 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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