IYG vs TMF
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and DIREXION DAILY 20+ YEAR TREASURY BULL 3X SHARES (TMF, ETF).
5-Year PerformanceIYG has outperformed TMF, delivering a return of +10.4% compared to -33.9%
IYG vs TMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$2B
Winner
TMF
$2.10B
Expense Ratio
IYG
0.38%
TMF
N/A
Max Drawdown
Winner
IYG
82.89%
TMF
94.07%
Sharpe Ratio
Winner
IYG
0.66
TMF
-0.65
5Y Beta
IYG
0.89
Winner
TMF
0.25
P/E Ratio
IYG
18.54
TMF
N/A
Forward P/E
IYG
16.97
TMF
N/A
PEG Ratio
IYG
0.74
TMF
N/A
5Y Dividends CAGR
Winner
IYG
5.68%
TMF
-24.03%
5Y EPS CAGR
IYG
9.62%
TMF
N/A
Debt to Equity
IYG
89.03%
TMF
N/A
P/S Ratio
IYG
4.34
TMF
N/A
P/B Ratio
IYG
2.47
TMF
N/A
IYG vs TMF - Holdings Comparison
IYG and TMF have 0 common holdings. Overlap is 0.00%
IYG's top 25 holdings weight is 83.97%. TMF's top 25 holdings weight is 77.07%.
| Rank | IYG | TMF |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 12.83% | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 69.74% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% | GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 7.33% |
| #3 | VISA INC CLASS A (V) - 8.25% | N/A |
| #4 | MASTERCARD INC CLASS A (MA) - 6.06% | N/A |
| #5 | BANK OF AMERICA CORP (BAC) - 5.53% | N/A |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% | N/A |
| #7 | MORGAN STANLEY (MS) - 3.81% | N/A |
| #8 | WELLS FARGO & CO (WFC) - 3.64% | N/A |
| #9 | CITIGROUP INC (C) - 3.17% | N/A |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.64% | N/A |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.31% | N/A |
| #12 | BLACKROCK INC (BLK) - 2.07% | N/A |
| #13 | S&P GLOBAL INC (SPGI) - 1.86% | N/A |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% | N/A |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% | N/A |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | N/A |
| #17 | U.S. BANCORP (USB) - 1.35% | N/A |
| #18 | BLACKSTONE INC (BX) - 1.29% | N/A |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% | N/A |
| #20 | CME GROUP INC CLASS A (CME) - 1.23% | N/A |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | N/A |
| #22 | MOODYS CORP (MCO) - 1.04% | N/A |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% | N/A |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.90% | N/A |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% | N/A |
| Total Holdings | 102 | 2 |
IYG vs TMF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYG
+2.90%
TMF
-6.24%
3M
Winner
IYG
+11.39%
TMF
-9.66%
6M
Winner
IYG
+5.89%
TMF
-15.16%
1Y
Winner
IYG
+14.99%
TMF
-15.77%
5Y(CAGR)
Winner
IYG
+10.41%
TMF
-33.94%
10Y(CAGR)
Winner
IYG
+14.59%
TMF
-18.22%
Max(CAGR)
Winner
IYG
+6.74%
TMF
-6.49%
IYG vs TMF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | TMF |
|---|---|---|
| 2026 | +4.88% | -13.88% |
| 2025 | +20.13% | -3.69% |
| 2024 | +31.89% | -34.61% |
| 2023 | +15.79% | -17.42% |
| 2022 | -18.13% | -70.36% |
| 2021 | +31.77% | -19.51% |
| 2020 | -0.12% | +34.34% |
| 2019 | +35.87% | +32.62% |
| 2018 | -12.80% | -7.97% |
| 2017 | +23.00% | +21.53% |
| 2016 | +22.73% | -5.33% |
| 2015 | -0.58% | -16.30% |
| 2014 | +11.36% | +95.37% |
| 2013 | +38.64% | -36.52% |
| 2012 | +28.84% | +5.23% |
| 2011 | -22.19% | +112.97% |
| 2010 | +5.43% | +16.06% |
| 2009 | +14.50% | -39.24% |
| 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 TMF Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for TMF was -93.10%, occurring on Jul 31, 2026. This drawdown has not yet recovered.
The current IYG drawdown is -0.76%. The current TMF drawdown is -92.91%.
| Rank | IYG | TMF |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -93.10% Mar 9, 2020 - Jul 31, 2026 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -53.33% Jul 25, 2012 - Jan 5, 2015 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -51.11% Jul 8, 2016 - Aug 12, 2019 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -46.17% Aug 26, 2010 - Aug 10, 2011 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -44.57% Apr 20, 2009 - Aug 19, 2010 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -42.46% Jan 30, 2015 - Jun 27, 2016 |
| #7 | -15.90% Jan 6, 2026 - Jul 15, 2026 | -30.94% Oct 3, 2011 - May 30, 2012 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -24.59% Aug 28, 2019 - Feb 24, 2020 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -14.95% Aug 10, 2011 - Aug 18, 2011 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -14.23% Sep 22, 2011 - Oct 3, 2011 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -12.90% Aug 19, 2011 - Sep 2, 2011 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -12.78% Jun 1, 2012 - Jul 23, 2012 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -7.46% Aug 15, 2019 - Aug 27, 2019 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -6.18% Sep 12, 2011 - Sep 19, 2011 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -5.52% Sep 6, 2011 - Sep 9, 2011 |
Correlation
Correlation between IYG and TMF is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.25
-101
Dividend Comparison (2000 - 2026)
IYG vs TMF dividend yield comparison.
| Year | IYG | TMF |
|---|---|---|
| 2026 | 0.51% | 1.86% |
| 2025 | 1.00% | 4.06% |
| 2024 | 1.16% | 4.29% |
| 2023 | 1.77% | 2.82% |
| 2022 | 2.07% | 1.62% |
| 2021 | 1.25% | 0.13% |
| 2020 | 1.71% | 2.24% |
| 2019 | 1.59% | 0.94% |
| 2018 | 1.81% | 1.49% |
| 2017 | 1.24% | 0.41% |
| 2016 | 1.28% | 0.00% |
| 2015 | 1.33% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 1.04% | 0.57% |
| 2012 | 1.40% | 0.17% |
| 2011 | 1.19% | 0.70% |
| 2010 | 0.46% | 5.12% |
| 2009 | 1.14% | 15.58% |
| 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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