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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 +13.3% compared to +9.3%

IYJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYJ
$1.90B
Winner
SPY
$781B
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
1.42
5Y Beta
Winner
IYJ
0.92
SPY
1.00
P/E Ratio
IYJ
32.29
Winner
SPY
26.48
Forward P/E
IYJ
24.52
Winner
SPY
20.90
PEG Ratio
IYJ
0.52
Winner
SPY
0.30
5Y Dividends CAGR
IYJ
5.34%
Winner
SPY
6.00%
5Y EPS CAGR
IYJ
13.36%
Winner
SPY
26.40%
Debt to Equity
IYJ
140.36%
Winner
SPY
48.17%
P/S Ratio
Winner
IYJ
3.33
SPY
3.72
P/B Ratio
IYJ
6.25
Winner
SPY
5.55

IYJ vs SPY - Holdings Comparison

IYJ and SPY have 100 common holdings. Overlap is 10.94%

IYJ's top 25 holdings weight is 54.89%. SPY's top 25 holdings weight is 51.49%.

RankIYJSPY
#1
VISA INC CLASS A (V) - 7.05%
NVIDIA CORP (NVDA) - 7.76%
#2
MASTERCARD INC CLASS A (MA) - 5.21%
APPLE INC (AAPL) - 7.44%
#3
CATERPILLAR INC (CAT) - 5.09%
MICROSOFT CORP (MSFT) - 4.56%
#4
GE AEROSPACE (GE) - 4.38%
AMAZON.COM INC (AMZN) - 3.74%
#5
GE VERNOVA INC (GEV) - 3.44%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
RTX CORP (RTX) - 3.13%
BROADCOM INC (AVGO) - 2.83%
#7
AMERICAN EXPRESS CO (AXP) - 2.26%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
UNION PACIFIC CORP (UNP) - 2.05%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
BOEING CO (BA) - 1.98%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
EATON CORP PLC (ETN) - 1.94%
TESLA INC (TSLA) - 1.65%
#11
DEERE & CO (DE) - 1.73%
ELI LILLY AND CO (LLY) - 1.44%
#12
CAPITAL ONE FINANCIAL CORP (COF) - 1.54%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
PARKER HANNIFIN CORP (PH) - 1.46%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
HOWMET AEROSPACE INC (HWM) - 1.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.28%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
LOCKHEED MARTIN CORP (LMT) - 1.25%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
AUTOMATIC DATA PROCESSING INC (ADP) - 1.18%
VISA INC CLASS A (V) - 0.91%
#18
QUANTA SERVICES INC (PWR) - 1.18%
INTEL CORP (INTC) - 0.77%
#19
GENERAL DYNAMICS CORP (GD) - 1.13%
WALMART INC (WMT) - 0.75%
#20
CUMMINS INC (CMI) - 1.12%
ABBVIE INC (ABBV) - 0.70%
#21
CSX CORP (CSX) - 1.11%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
n/a (JCI) - 1.07%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.02%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
ACCENTURE PLC CLASS A (ACN) - 0.99%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
3M CO (MMM) - 0.98%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings215505

IYJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IYJ
+2.43%
Winner
SPY
+3.42%
3M
Winner
IYJ
+6.91%
SPY
+5.97%
6M
IYJ
+5.43%
Winner
SPY
+12.56%
1Y
IYJ
+19.04%
Winner
SPY
+23.65%
5Y(CAGR)
IYJ
+9.35%
Winner
SPY
+13.33%
10Y(CAGR)
IYJ
+12.70%
Winner
SPY
+15.34%
Max(CAGR)
IYJ
+8.13%
Winner
SPY
+8.61%

IYJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYJSPY
2026+12.52%+13.79%
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%
1999N/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 -0.87%.

RankIYJSPY
#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 - Jun 16, 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.

YearIYJSPY
20260.29%0.48%
20250.83%1.07%
20240.88%1.21%
20231.05%1.40%
20221.05%1.65%
20210.76%1.20%
20201.01%1.52%
20191.32%1.75%
20181.43%2.04%
20171.29%1.80%
20161.38%2.03%
20151.53%2.06%
20141.46%1.87%
20131.14%1.81%
20121.66%2.18%
20111.55%2.05%
20101.55%1.80%
20091.72%1.95%
20082.31%3.02%
20071.20%1.85%
20061.07%1.73%
20051.10%1.73%
20040.82%1.82%
20030.80%1.47%
20020.96%1.70%
20010.59%1.25%
20000.50%1.15%
19990.00%0.24%

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