IYG vs USPX
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF).
5-Year PerformanceUSPX has outperformed IYG, delivering a return of +12.4% compared to +10.4%
IYG vs USPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$2B
USPX
$2B
Expense Ratio
IYG
0.38%
Winner
USPX
0.03%
Max Drawdown
IYG
82.89%
Winner
USPX
31.21%
Sharpe Ratio
IYG
0.66
Winner
USPX
1.37
5Y Beta
Winner
IYG
0.89
USPX
0.99
P/E Ratio
Winner
IYG
18.54
USPX
26.74
Forward P/E
Winner
IYG
16.97
USPX
20.91
PEG Ratio
IYG
0.74
Winner
USPX
0.30
5Y Dividends CAGR
Winner
IYG
5.68%
USPX
-3.34%
5Y EPS CAGR
IYG
9.62%
Winner
USPX
26.53%
Debt to Equity
IYG
89.03%
Winner
USPX
52.95%
P/S Ratio
IYG
4.34
Winner
USPX
3.81
P/B Ratio
Winner
IYG
2.47
USPX
5.58
IYG vs USPX - Holdings Comparison
IYG and USPX have 48 common holdings. Overlap is 10.37%
IYG's top 25 holdings weight is 83.97%. USPX's top 25 holdings weight is 51.44%.
| Rank | IYG | USPX |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 12.83% | NVIDIA CORP (NVDA) - 7.74% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% | APPLE INC (AAPL) - 7.44% |
| #3 | VISA INC CLASS A (V) - 8.25% | MICROSOFT CORP (MSFT) - 4.51% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.06% | AMAZON.COM INC (AMZN) - 3.75% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.53% | ALPHABET INC CLASS A (GOOGL) - 3.11% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% | BROADCOM INC (AVGO) - 2.87% |
| #7 | MORGAN STANLEY (MS) - 3.81% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #8 | WELLS FARGO & CO (WFC) - 3.64% | META PLATFORMS INC CLASS A (META) - 2.13% |
| #9 | CITIGROUP INC (C) - 3.17% | MICRON TECHNOLOGY INC (MU) - 1.68% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.64% | TESLA INC (TSLA) - 1.64% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.31% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #12 | BLACKROCK INC (BLK) - 2.07% | ELI LILLY AND CO (LLY) - 1.45% |
| #13 | S&P GLOBAL INC (SPGI) - 1.86% | ADVANCED MICRO DEVICES INC (AMD) - 1.41% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #17 | U.S. BANCORP (USB) - 1.35% | VISA INC CLASS A (V) - 0.91% |
| #18 | BLACKSTONE INC (BX) - 1.29% | WALMART INC (WMT) - 0.75% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% | ABBVIE INC (ABBV) - 0.70% |
| #20 | CME GROUP INC CLASS A (CME) - 1.23% | INTEL CORP (INTC) - 0.70% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | CISCO SYSTEMS INC (CSCO) - 0.69% |
| #22 | MOODYS CORP (MCO) - 1.04% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.90% | CATERPILLAR INC (CAT) - 0.64% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 102 | 480 |
IYG vs USPX - Historical Returns
Returns include dividend reinvestment.
1M
IYG
+2.90%
Winner
USPX
+3.33%
3M
Winner
IYG
+11.39%
USPX
+6.05%
6M
IYG
+5.89%
Winner
USPX
+12.50%
1Y
IYG
+14.99%
Winner
USPX
+23.18%
5Y(CAGR)
IYG
+10.41%
Winner
USPX
+12.41%
10Y(CAGR)
Winner
IYG
+14.59%
USPX
+12.56%
Max(CAGR)
IYG
+6.74%
Winner
USPX
+12.78%
IYG vs USPX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | USPX |
|---|---|---|
| 2026 | +4.88% | +13.43% |
| 2025 | +20.13% | +17.86% |
| 2024 | +31.89% | +25.51% |
| 2023 | +15.79% | +27.54% |
| 2022 | -18.13% | -18.84% |
| 2021 | +31.77% | +19.84% |
| 2020 | -0.12% | +9.12% |
| 2019 | +35.87% | +26.44% |
| 2018 | -12.80% | -8.05% |
| 2017 | +23.00% | +23.80% |
| 2016 | +22.73% | +3.92% |
| 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 USPX Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The current IYG drawdown is -0.76%.
| Rank | IYG | USPX |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -31.21% Jan 17, 2020 - Sep 2, 2020 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -24.60% Dec 29, 2021 - Dec 12, 2023 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -19.21% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -16.43% Jan 26, 2018 - Jun 20, 2019 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -9.15% Jan 27, 2026 - Apr 15, 2026 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -8.61% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -15.90% Jan 6, 2026 - Jul 15, 2026 | -7.47% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -6.70% Sep 3, 2021 - Dec 15, 2021 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -6.08% Mar 28, 2024 - May 14, 2024 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -5.82% Sep 2, 2020 - Oct 12, 2020 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -5.59% Jul 24, 2019 - Sep 12, 2019 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -5.34% Aug 15, 2016 - Jan 4, 2017 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -5.15% Oct 28, 2025 - Dec 11, 2025 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -4.66% Feb 16, 2021 - Mar 26, 2021 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -4.60% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between IYG and USPX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYG vs USPX dividend yield comparison.
| Year | IYG | USPX |
|---|---|---|
| 2026 | 0.51% | 0.50% |
| 2025 | 1.00% | 1.07% |
| 2024 | 1.16% | 1.23% |
| 2023 | 1.77% | 1.35% |
| 2022 | 2.07% | 2.21% |
| 2021 | 1.25% | 2.40% |
| 2020 | 1.71% | 2.51% |
| 2019 | 1.59% | 3.07% |
| 2018 | 1.81% | 2.91% |
| 2017 | 1.24% | 2.60% |
| 2016 | 1.28% | 4.89% |
| 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% |
Select Stocks to Compare
Popular: IYG vs SPYUSPX vs SPY
More Comparisons
Compare with similar stocks