IYM vs EXI
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).
5-Year PerformanceEXI has outperformed IYM, delivering a return of +12.5% compared to +8.7%
IYM vs EXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.40B
EXI
$1.40B
Expense Ratio
Winner
IYM
0.38%
EXI
0.39%
Max Drawdown
IYM
68.13%
Winner
EXI
63.88%
Sharpe Ratio
Winner
IYM
1.27
EXI
1.09
5Y Beta
Winner
IYM
0.87
EXI
0.89
P/E Ratio
Winner
IYM
30.76
EXI
31.60
Forward P/E
Winner
IYM
18.16
EXI
27.58
PEG Ratio
Winner
IYM
-0.03
EXI
0.41
5Y Dividends CAGR
IYM
6.04%
Winner
EXI
8.60%
5Y EPS CAGR
IYM
12.26%
EXI
N/A
Debt to Equity
Winner
IYM
31.61%
EXI
56.12%
P/S Ratio
Winner
IYM
2.82
EXI
3.26
P/B Ratio
Winner
IYM
3.56
EXI
7.22
IYM vs EXI - Holdings Comparison
IYM and EXI have 2 common holdings. Overlap is 0.54%
IYM's top 25 holdings weight is 91.92%. EXI's top 25 holdings weight is 43.19%.
| Rank | IYM | EXI |
|---|---|---|
| #1 | LINDE PLC (LIN) - 21.97% | CATERPILLAR INC (CAT) - 4.81% |
| #2 | NEWMONT CORP (NEM) - 9.28% | GE AEROSPACE (GE) - 3.83% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.12% | GE VERNOVA INC (GEV) - 3.10% |
| #4 | ECOLAB INC (ECL) - 6.19% | RTX CORP (RTX) - 2.51% |
| #5 | AIR PRODUCTS AND CHEMICALS INC (APD) - 5.02% | SIEMENS AG (n/a) - 2.27% |
| #6 | FASTENAL CO (FAST) - 4.24% | SCHNEIDER ELECTRIC SE (n/a) - 1.74% |
| #7 | NUCOR CORP (NUE) - 4.07% | BOEING CO (BA) - 1.67% |
| #8 | ANGLOGOLD ASHANTI PLC (AU) - 3.40% | ABB LTD (n/a) - 1.63% |
| #9 | STEEL DYNAMICS INC (STLD) - 2.87% | EATON CORP PLC (ETN) - 1.62% |
| #10 | CARPENTER TECHNOLOGY CORP (CRS) - 2.85% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.58% |
| #11 | RELIANCE INC (RS) - 2.04% | UNION PACIFIC CORP (UNP) - 1.58% |
| #12 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 1.97% | DEERE & CO (DE) - 1.56% |
| #13 | INTERNATIONAL PAPER CO (IP) - 1.97% | UBER TECHNOLOGIES INC (UBER) - 1.44% |
| #14 | RBC BEARINGS INC (RBC) - 1.89% | AIRBUS SE (n/a) - 1.34% |
| #15 | CF INDUSTRIES HOLDINGS INC (CF) - 1.88% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.34% |
| #16 | SOUTHERN COPPER CORP (SCCO) - 1.73% | SAFRAN SA (n/a) - 1.31% |
| #17 | COEUR MINING INC (CDE) - 1.69% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.26% |
| #18 | ROYAL GOLD INC (RGLD) - 1.69% | HITACHI LTD (n/a) - 1.23% |
| #19 | ALBEMARLE CORP (ALB) - 1.56% | PARKER HANNIFIN CORP (PH) - 1.21% |
| #20 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.56% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.06% |
| #21 | ALCOA CORP (AA) - 1.33% | QUANTA SERVICES INC (PWR) - 1.06% |
| #22 | MUELLER INDUSTRIES INC (MLI) - 1.31% | HOWMET AEROSPACE INC (HWM) - 1.05% |
| #23 | AVERY DENNISON CORP (AVY) - 1.24% | RECRUIT HOLDINGS CO LTD (n/a) - 1.01% |
| #24 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.04% | LOCKHEED MARTIN CORP (LMT) - 1.01% |
| #25 | HECLA MINING CO (HL) - 1.01% | MITSUBISHI CORP (n/a) - 0.97% |
| Total Holdings | 42 | 238 |
IYM vs EXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYM
+1.35%
EXI
+0.19%
3M
IYM
-0.66%
Winner
EXI
+1.93%
6M
IYM
+4.85%
Winner
EXI
+5.25%
1Y
Winner
IYM
+31.63%
EXI
+22.71%
5Y(CAGR)
IYM
+8.70%
Winner
EXI
+12.51%
10Y(CAGR)
IYM
+10.56%
Winner
EXI
+12.69%
Max(CAGR)
IYM
+8.47%
Winner
EXI
+9.05%
IYM vs EXI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | EXI |
|---|---|---|
| 2026 | +18.34% | +15.12% |
| 2025 | +21.73% | +26.22% |
| 2024 | -4.30% | +13.67% |
| 2023 | +13.12% | +21.52% |
| 2022 | -8.41% | -11.93% |
| 2021 | +26.40% | +18.66% |
| 2020 | +19.04% | +9.57% |
| 2019 | +18.37% | +27.12% |
| 2018 | -17.86% | -14.89% |
| 2017 | +24.09% | +24.33% |
| 2016 | +21.77% | +15.35% |
| 2015 | -12.86% | -2.23% |
| 2014 | +3.69% | +2.34% |
| 2013 | +16.86% | +29.01% |
| 2012 | +6.37% | +13.62% |
| 2011 | -16.01% | -9.52% |
| 2010 | +26.82% | +20.35% |
| 2009 | +57.70% | +22.59% |
| 2008 | -50.42% | -41.19% |
| 2007 | +33.32% | +13.65% |
| 2006 | +14.42% | +8.67% |
| 2005 | +5.52% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +31.73% | N/A |
| 2002 | -8.54% | N/A |
| 2001 | +4.38% | N/A |
| 2000 | +13.62% | N/A |
IYM vs EXI Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.
The current IYM drawdown is -2.44%. The current EXI drawdown is -0.90%.
| Rank | IYM | EXI |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -62.59% Oct 11, 2007 - May 6, 2013 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -39.56% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -27.22% Jan 4, 2022 - Jul 13, 2023 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -23.83% Jan 26, 2018 - Nov 4, 2019 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -16.53% May 21, 2015 - Jul 20, 2016 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -14.38% Dec 4, 2024 - May 2, 2025 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -13.64% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -12.35% Feb 27, 2026 - May 6, 2026 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -12.19% Jun 9, 2014 - Feb 20, 2015 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -11.88% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -7.56% May 21, 2013 - Jul 19, 2013 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -7.43% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -7.11% Feb 20, 2007 - Apr 10, 2007 |
| #14 | -13.61% Mar 2, 2026 - Jun 15, 2026 | -7.04% Nov 8, 2021 - Jan 4, 2022 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -7.02% Dec 31, 2013 - Mar 6, 2014 |
Correlation
Correlation between IYM and EXI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYM vs EXI dividend yield comparison.
| Year | IYM | EXI |
|---|---|---|
| 2026 | 0.52% | 0.56% |
| 2025 | 1.51% | 1.32% |
| 2024 | 1.65% | 1.47% |
| 2023 | 1.77% | 1.84% |
| 2022 | 2.14% | 1.63% |
| 2021 | 1.48% | 1.42% |
| 2020 | 1.39% | 1.26% |
| 2019 | 2.09% | 1.72% |
| 2018 | 1.68% | 2.21% |
| 2017 | 1.43% | 1.48% |
| 2016 | 1.47% | 1.75% |
| 2015 | 2.04% | 1.95% |
| 2014 | 1.77% | 1.93% |
| 2013 | 1.79% | 1.51% |
| 2012 | 1.94% | 2.29% |
| 2011 | 2.22% | 2.37% |
| 2010 | 1.12% | 1.48% |
| 2009 | 1.43% | 1.77% |
| 2008 | 3.18% | 3.62% |
| 2007 | 1.36% | 0.61% |
| 2006 | 1.99% | 0.52% |
| 2005 | 1.68% | 0.00% |
| 2004 | 1.47% | 0.00% |
| 2003 | 1.49% | 0.00% |
| 2002 | 1.77% | 0.00% |
| 2001 | 1.60% | 0.00% |
| 2000 | 1.17% | 0.00% |
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