IYLD vs LEGR

Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF).

5-Year PerformanceLEGR has outperformed IYLD, delivering a return of +11.1% compared to +3.2%

IYLD vs LEGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYLD(ETF)	LEGR(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.50%	0.65%
Max Drawdown	34.52%	36.12%
Sharpe Ratio	1.53	1.48
5Y Beta	0.25	0.78
P/E Ratio	N/A	22.56
Forward P/E	N/A	17.76
PEG Ratio	N/A	0.54
5Y Dividends CAGR	2.90%	26.41%
5Y EPS CAGR	N/A	15.95%
P/S Ratio	N/A	0.24
P/B Ratio	N/A	3.29

Net Assets

IYLD

$129M

LEGR

$129M

Expense Ratio

Winner

IYLD

0.50%

LEGR

0.65%

Max Drawdown

Winner

IYLD

34.52%

LEGR

36.12%

Sharpe Ratio

Winner

IYLD

1.53

LEGR

1.48

5Y Beta

Winner

IYLD

0.25

LEGR

0.78

P/E Ratio

IYLD

N/A

LEGR

22.56

Forward P/E

IYLD

N/A

LEGR

17.76

PEG Ratio

IYLD

N/A

LEGR

0.54

5Y Dividends CAGR

IYLD

2.90%

Winner

LEGR

26.41%

5Y EPS CAGR

IYLD

N/A

LEGR

15.95%

P/S Ratio

IYLD

N/A

LEGR

0.24

P/B Ratio

IYLD

N/A

LEGR

3.29

IYLD vs LEGR - Holdings Comparison

IYLD and LEGR have 0 common holdings. Overlap is 0.00%

IYLD's top 25 holdings weight is 99.88%. LEGR's top 25 holdings weight is 40.05%.

Rank	IYLD	LEGR
#1	ISHARES LATIN AMERICA 40 ETF (ILF) - 15.88%	INTEL CORP (INTC) - 3.38%
#2	ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) - 15.01%	ADVANCED MICRO DEVICES INC (AMD) - 2.87%
#3	ISHARES FLOATING RATE BOND ETF (FLOT) - 14.82%	MICRON TECHNOLOGY INC (MU) - 2.40%
#4	ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 14.69%	INFINEON TECHNOLOGIES AG (n/a) - 1.87%
#5	ISHARES PREFERRED&INCOME SECURITIES ETF (PFF) - 14.25%	SAMSUNG ELECTRONICS CO LTD (n/a) - 1.87%
#6	ISHARES MSCI EAFE VALUE ETF (EFV) - 5.33%	AMAZON.COM INC (AMZN) - 1.61%
#7	ISHARES JP MORGAN EM LOCAL CCY BD ETF (LEMB) - 5.15%	MORGAN STANLEY (MS) - 1.58%
#8	ISHARES AGENCY BOND ETF (AGZ) - 5.01%	CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.53%
#9	ISHARES JP MORGAN EM CORPORATE BOND ETF (CEMB) - 4.93%	NVIDIA CORP (NVDA) - 1.53%
#10	ISHARES GLOBAL REIT ETF (REET) - 4.81%	n/a (TSM) - 1.50%
#11	N/A	ORACLE CORP (ORCL) - 1.49%
#12	N/A	BAIDU INC ADR (BIDU) - 1.44%
#13	N/A	JD.COM INC ADR (JD) - 1.43%
#14	N/A	n/a (n/a) - 1.42%
#15	N/A	MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.42%
#16	N/A	SOFTBANK CORP (n/a) - 1.31%
#17	N/A	PAYPAL HOLDINGS INC (PYPL) - 1.30%
#18	N/A	n/a (n/a) - 1.29%
#19	N/A	MICROSOFT CORP (MSFT) - 1.29%
#20	N/A	ENGIE SA (n/a) - 1.28%
#21	N/A	NORDEA BANK ABP (n/a) - 1.27%
#22	N/A	MASTERCARD INC CLASS A (MA) - 1.27%
#23	N/A	ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.27%
#24	N/A	ICICI BANK LTD ADR (IBN) - 1.22%
#25	N/A	SWISSCOM AG (n/a) - 1.21%
Total Holdings	10	112

IYLD vs LEGR - Historical Returns

Returns include dividend reinvestment.

Period	IYLD	LEGR
1 month	-0.08%	+2.44%
3 months	+1.08%	+9.24%
6 months	+5.15%	+10.96%
1 year	+13.01%	+25.86%
5 years(CAGR)	+3.22%	+11.05%
10 years(CAGR)	+3.89%	+11.74%
Max(CAGR)	+4.29%	+11.74%

IYLD

-0.08%

Winner

LEGR

+2.44%

IYLD

+1.08%

Winner

LEGR

+9.24%

IYLD

+5.15%

Winner

LEGR

+10.96%

IYLD

+13.01%

Winner

LEGR

+25.86%

5Y(CAGR)

IYLD

+3.22%

Winner

LEGR

+11.05%

10Y(CAGR)

IYLD

+3.89%

Winner

LEGR

+11.74%

Max(CAGR)

IYLD

+4.29%

Winner

LEGR

+11.74%

IYLD vs LEGR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	IYLD	LEGR
2026	+3.83%	+7.22%
2025	+15.02%	+31.26%
2024	+3.69%	+17.51%
2023	+12.27%	+20.55%
2022	-16.22%	-20.19%
2021	+3.72%	+18.02%
2020	-1.66%	+16.98%
2019	+15.57%	+27.74%
2018	-4.67%	-14.10%
2017	+10.40%	N/A
2016	+10.26%	N/A
2015	-4.94%	N/A
2014	+10.28%	N/A
2013	-0.31%	N/A
2012	+9.00%	N/A

IYLD vs LEGR Drawdown Comparison

The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The current IYLD drawdown is -1.20%. The current LEGR drawdown is -4.75%.

Rank	IYLD	LEGR
#1	-30.23% Feb 20, 2020 - Sep 2, 2021	-36.12% Feb 12, 2020 - Nov 9, 2020
#2	-22.58% Sep 15, 2021 - Apr 29, 2025	-31.46% Jan 12, 2022 - Mar 7, 2024
#3	-11.74% Apr 27, 2015 - Jun 8, 2016	-19.98% Sep 25, 2018 - Apr 17, 2019
#4	-11.06% May 2, 2013 - Apr 8, 2014	-14.25% Feb 18, 2025 - May 8, 2025
#5	-7.04% Jan 26, 2018 - Jan 31, 2019	-11.20% Jan 29, 2018 - Aug 29, 2018
#6	-5.20% Sep 7, 2016 - Feb 21, 2017	-10.39% Jan 29, 2026 - Apr 17, 2026
#7	-4.63% Feb 25, 2026 - Mar 27, 2026	-8.58% Jul 24, 2019 - Nov 5, 2019
#8	-3.81% Aug 29, 2014 - Feb 3, 2015	-7.78% Apr 29, 2019 - Jul 3, 2019
#9	-2.86% Feb 25, 2015 - Apr 15, 2015	-7.24% Jul 12, 2024 - Aug 23, 2024
#10	-2.59% Jul 24, 2019 - Sep 20, 2019	-6.42% Nov 8, 2021 - Jan 11, 2022
#11	-2.41% Oct 17, 2012 - Dec 5, 2012	-6.39% Oct 28, 2025 - Dec 19, 2025
#12	-2.38% Apr 23, 2019 - Jun 18, 2019	-5.09% Sep 3, 2021 - Oct 15, 2021
#13	-2.34% Jun 8, 2016 - Jun 30, 2016	-4.86% Apr 3, 2024 - May 6, 2024
#14	-2.00% Oct 17, 2017 - Dec 8, 2017	-4.78% Jan 21, 2021 - Feb 5, 2021
#15	-1.98% Jul 23, 2014 - Aug 19, 2014	-4.75% Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between IYLD and LEGR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2012 - 2026)

IYLD vs LEGR dividend yield comparison.

Year	IYLD	LEGR
2026	1.49%	0.22%
2025	4.72%	1.84%
2024	5.32%	2.40%
2023	5.76%	2.56%
2022	5.45%	2.64%
2021	3.47%	1.80%
2020	4.38%	0.95%
2019	5.25%	2.04%
2018	5.78%	1.30%
2017	4.22%	0.00%
2016	4.84%	0.00%
2015	5.26%	0.00%
2014	6.33%	0.00%
2013	6.29%	0.00%
2012	3.89%	0.00%

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IYLD vs LEGR

IYLD vs LEGR - Performance Comparison

Key Characteristics

IYLD vs LEGR - Holdings Comparison

IYLD vs LEGR - Historical Returns

IYLD vs LEGR - Annual Returns (2012 - 2026)

IYLD vs LEGR Drawdown Comparison

Correlation

Dividend Comparison (2012 - 2026)

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