IYJ vs SPY
Comparison between ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IYJ, delivering a return of +13.3% compared to +7.9%
IYJ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYJ
$2B
Winner
SPY
$652B
Expense Ratio
IYJ
0.38%
Winner
SPY
0.09%
Max Drawdown
IYJ
62.80%
Winner
SPY
56.47%
Sharpe Ratio
IYJ
1.06
Winner
SPY
2.07
5Y Beta
Winner
IYJ
0.92
SPY
1.00
P/E Ratio
IYJ
30.82
Winner
SPY
28.24
Forward P/E
IYJ
23.15
Winner
SPY
21.85
5Y Dividends CAGR
Winner
IYJ
8.83%
SPY
5.43%
5Y EPS CAGR
IYJ
11.87%
Winner
SPY
25.79%
Debt to Equity
IYJ
49.64%
Winner
SPY
22.35%
P/S Ratio
Winner
IYJ
3.13
SPY
3.55
P/B Ratio
IYJ
5.79
Winner
SPY
5.29
IYJ vs SPY - Holdings Comparison
IYJ and SPY have 98 common holdings. Overlap is 11.07%
IYJ's top 25 holdings weight is 56.16%. SPY's top 25 holdings weight is 51.32%.
| Rank | IYJ | SPY |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 6.61% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.17% | APPLE INC (AAPL) - 6.48% |
| #3 | CATERPILLAR INC (CAT) - 4.72% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | GE AEROSPACE (GE) - 4.14% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | RTX CORP (RTX) - 3.48% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | GE VERNOVA INC (GEV) - 3.45% | BROADCOM INC (AVGO) - 3.09% |
| #7 | AMERICAN EXPRESS CO (AXP) - 2.18% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | BOEING CO (BA) - 2.12% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | EATON CORP PLC (ETN) - 2.04% | TESLA INC (TSLA) - 1.73% |
| #10 | UNION PACIFIC CORP (UNP) - 1.93% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | HONEYWELL INTERNATIONAL INC (HON) - 1.93% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | DEERE & CO (DE) - 1.91% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | LOCKHEED MARTIN CORP (LMT) - 1.63% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | PARKER HANNIFIN CORP (PH) - 1.61% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% | WALMART INC (WMT) - 0.91% |
| #16 | ACCENTURE PLC CLASS A (ACN) - 1.42% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.34% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | HOWMET AEROSPACE INC (HWM) - 1.31% | VISA INC CLASS A (V) - 0.85% |
| #19 | NORTHROP GRUMMAN CORP (NOC) - 1.16% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | n/a (JCI) - 1.12% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | QUANTA SERVICES INC (PWR) - 1.11% | INTEL CORP (INTC) - 0.65% |
| #22 | CUMMINS INC (CMI) - 1.09% | NETFLIX INC (NFLX) - 0.64% |
| #23 | GENERAL DYNAMICS CORP (GD) - 1.09% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.04% | CHEVRON CORP (CVX) - 0.58% |
| #25 | FEDEX CORP (FDX) - 1.03% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 199 | 505 |
IYJ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYJ
+1.48%
Winner
SPY
+9.11%
3M
IYJ
-1.65%
Winner
SPY
+6.59%
6M
IYJ
+8.85%
Winner
SPY
+10.56%
1Y
IYJ
+18.92%
Winner
SPY
+32.04%
5Y(CAGR)
IYJ
+7.90%
Winner
SPY
+13.35%
10Y(CAGR)
IYJ
+12.62%
Winner
SPY
+15.49%
Max(CAGR)
IYJ
+7.92%
Winner
SPY
+8.50%
IYJ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYJ | SPY |
|---|---|---|
| 2026 | +4.96% | +8.27% |
| 2025 | +12.53% | +18.00% |
| 2024 | +18.77% | +25.59% |
| 2023 | +19.58% | +26.72% |
| 2022 | -13.50% | -18.64% |
| 2021 | +19.46% | +30.52% |
| 2020 | +15.88% | +17.28% |
| 2019 | +31.97% | +31.09% |
| 2018 | -12.24% | -5.24% |
| 2017 | +23.04% | +20.78% |
| 2016 | +20.78% | +13.59% |
| 2015 | -1.81% | +1.31% |
| 2014 | +8.23% | +14.56% |
| 2013 | +36.67% | +29.00% |
| 2012 | +15.31% | +14.17% |
| 2011 | -2.11% | +0.85% |
| 2010 | +23.31% | +13.14% |
| 2009 | +21.43% | +22.67% |
| 2008 | -38.70% | -36.25% |
| 2007 | +12.74% | +5.32% |
| 2006 | +12.27% | +13.85% |
| 2005 | +5.23% | +5.32% |
| 2004 | +16.58% | +10.75% |
| 2003 | +28.35% | +24.18% |
| 2002 | -24.94% | -22.42% |
| 2001 | -4.82% | -10.13% |
| 2000 | -6.56% | -8.84% |
| 1999 | N/A | +8.61% |
IYJ vs SPY Drawdown Comparison
The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IYJ drawdown is -2.77%.
| Rank | IYJ | SPY |
|---|---|---|
| #1 | -61.97% Oct 9, 2007 - Mar 15, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.53% Sep 1, 2000 - Feb 27, 2006 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -40.20% Feb 12, 2020 - Sep 2, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.24% Sep 2, 2021 - Dec 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.00% Sep 21, 2018 - Apr 18, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.67% Nov 29, 2024 - Jul 1, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.27% Mar 2, 2015 - Apr 19, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.21% May 9, 2006 - Dec 27, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.97% Mar 19, 2012 - Sep 13, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.39% Mar 2, 2026 - Mar 30, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.05% Jan 26, 2018 - Sep 14, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.45% Jun 9, 2014 - Nov 6, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.40% Jul 19, 2007 - Oct 9, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.24% Jul 20, 2000 - Aug 21, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.39% Oct 16, 2020 - Nov 6, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYJ and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
IYJ vs SPY dividend yield comparison.
| Year | IYJ | SPY |
|---|---|---|
| 2026 | 0.17% | 0.24% |
| 2025 | 0.83% | 1.07% |
| 2024 | 0.88% | 1.21% |
| 2023 | 1.05% | 1.40% |
| 2022 | 1.05% | 1.65% |
| 2021 | 0.76% | 1.20% |
| 2020 | 1.01% | 1.52% |
| 2019 | 1.32% | 1.75% |
| 2018 | 1.43% | 2.04% |
| 2017 | 1.29% | 1.80% |
| 2016 | 1.38% | 2.03% |
| 2015 | 1.53% | 2.06% |
| 2014 | 1.46% | 1.87% |
| 2013 | 1.14% | 1.81% |
| 2012 | 1.66% | 2.18% |
| 2011 | 1.55% | 2.05% |
| 2010 | 1.55% | 1.80% |
| 2009 | 1.72% | 1.95% |
| 2008 | 2.31% | 3.02% |
| 2007 | 1.20% | 1.85% |
| 2006 | 1.07% | 1.73% |
| 2005 | 1.10% | 1.73% |
| 2004 | 0.82% | 1.82% |
| 2003 | 0.80% | 1.47% |
| 2002 | 0.96% | 1.70% |
| 2001 | 0.59% | 1.25% |
| 2000 | 0.50% | 1.15% |
| 1999 | 0.00% | 0.24% |
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