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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 +13.2% compared to +8.9%

IYJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYJ
$1.80B
Winner
SPY
$784B
Expense Ratio
IYJ
0.38%
Winner
SPY
0.09%
Max Drawdown
IYJ
62.80%
Winner
SPY
56.47%
Sharpe Ratio
IYJ
0.90
Winner
SPY
1.54
5Y Beta
Winner
IYJ
0.92
SPY
1.00
P/E Ratio
IYJ
31.22
Winner
SPY
27.62
Forward P/E
IYJ
23.17
Winner
SPY
21.11
5Y Dividends CAGR
IYJ
5.34%
Winner
SPY
6.00%
5Y EPS CAGR
IYJ
11.95%
Winner
SPY
25.30%
Debt to Equity
IYJ
64.79%
Winner
SPY
31.11%
P/S Ratio
Winner
IYJ
3.10
SPY
3.49
P/B Ratio
IYJ
6.02
Winner
SPY
5.30

IYJ vs SPY - Holdings Comparison

IYJ and SPY have 99 common holdings. Overlap is 10.87%

IYJ's top 25 holdings weight is 56.75%. SPY's top 25 holdings weight is 51.24%.

RankIYJSPY
#1
VISA INC CLASS A (V) - 6.90%
NVIDIA CORP (NVDA) - 7.81%
#2
CATERPILLAR INC (CAT) - 5.49%
APPLE INC (AAPL) - 6.81%
#3
MASTERCARD INC CLASS A (MA) - 4.92%
MICROSOFT CORP (MSFT) - 4.53%
#4
GE AEROSPACE (GE) - 4.61%
AMAZON.COM INC (AMZN) - 3.72%
#5
GE VERNOVA INC (GEV) - 3.51%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
RTX CORP (RTX) - 3.20%
BROADCOM INC (AVGO) - 2.77%
#7
AMERICAN EXPRESS CO (AXP) - 2.28%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
BOEING CO (BA) - 2.11%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
EATON CORP PLC (ETN) - 1.99%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
UNION PACIFIC CORP (UNP) - 1.91%
TESLA INC (TSLA) - 1.76%
#11
HONEYWELL INTERNATIONAL INC (HON) - 1.80%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
DEERE & CO (DE) - 1.78%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CAPITAL ONE FINANCIAL CORP (COF) - 1.53%
ELI LILLY AND CO (LLY) - 1.38%
#14
PARKER HANNIFIN CORP (PH) - 1.48%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
HOWMET AEROSPACE INC (HWM) - 1.41%
EXXON MOBIL CORP (XOM) - 0.92%
#16
LOCKHEED MARTIN CORP (LMT) - 1.36%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
QUANTA SERVICES INC (PWR) - 1.31%
VISA INC CLASS A (V) - 0.87%
#18
TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31%
INTEL CORP (INTC) - 0.85%
#19
CUMMINS INC (CMI) - 1.23%
WALMART INC (WMT) - 0.82%
#20
ACCENTURE PLC CLASS A (ACN) - 1.19%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
GENERAL DYNAMICS CORP (GD) - 1.14%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
AUTOMATIC DATA PROCESSING INC (ADP) - 1.09%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
n/a (JCI) - 1.09%
CATERPILLAR INC (CAT) - 0.68%
#24
CSX CORP (CSX) - 1.06%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
3M CO (MMM) - 1.05%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings200505

IYJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYJ
+2.69%
SPY
-1.37%
3M
IYJ
+8.19%
Winner
SPY
+12.22%
6M
IYJ
+6.89%
Winner
SPY
+7.20%
1Y
IYJ
+16.33%
Winner
SPY
+23.58%
5Y(CAGR)
IYJ
+8.86%
Winner
SPY
+13.19%
10Y(CAGR)
IYJ
+13.05%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IYJ
+9.09%
SPY
+8.44%

IYJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYJSPY
2026+7.01%+7.95%
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+17.05%+17.28%
2019+33.83%+31.09%
2018-11.11%-5.24%
2017+24.79%+20.78%
2016+22.57%+13.59%
2015-0.32%+1.31%
2014+9.85%+14.56%
2013+38.45%+29.00%
2012+17.28%+14.17%
2011-0.58%+0.85%
2010+25.48%+13.14%
2009+24.03%+22.67%
2008-37.58%-36.25%
2007+14.10%+5.32%
2006+13.52%+13.85%
2005+6.41%+5.32%
2004+17.61%+10.75%
2003+29.55%+24.18%
2002-24.28%-22.42%
2001-4.21%-10.13%
2000-6.08%-8.84%
1999N/A+8.61%

IYJ vs SPY Drawdown Comparison

The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 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 -1.60%. The current SPY drawdown is -3.18%.

RankIYJSPY
#1-61.12%
Oct 9, 2007 - Feb 1, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.70%
Sep 1, 2000 - Dec 1, 2005		-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
#5-26.11%
Apr 29, 2011 - Mar 13, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.50%
Sep 21, 2018 - Apr 5, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.67%
Nov 29, 2024 - Jul 1, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.15%
May 21, 2015 - Mar 30, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.10%
May 9, 2006 - Dec 18, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.67%
Mar 19, 2012 - Sep 13, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.39%
Mar 2, 2026 - Jun 16, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.78%
Jan 26, 2018 - Sep 12, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.40%
Jul 19, 2007 - Oct 5, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.96%
Jun 9, 2014 - Oct 31, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.24%
Jul 20, 2000 - Aug 21, 2000		-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.

YearIYJSPY
20260.30%0.50%
20250.83%1.07%
20240.88%1.21%
20231.05%1.40%
20221.05%1.65%
20210.76%1.20%
20201.74%1.52%
20192.63%1.75%
20182.86%2.04%
20172.58%1.80%
20162.77%2.03%
20153.05%2.06%
20142.92%1.87%
20132.29%1.81%
20123.32%2.18%
20113.09%2.05%
20103.11%1.80%
20093.44%1.95%
20084.63%3.02%
20072.41%1.85%
20062.14%1.73%
20052.19%1.73%
20041.64%1.82%
20031.60%1.47%
20021.92%1.70%
20011.19%1.25%
20001.00%1.15%
19990.00%0.24%

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