IYM vs IAI
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
IYM is from the Basic Materials sector, while IAI is from the Financial Services sector.
5-Year PerformanceIAI has outperformed IYM, delivering a return of +16.0% compared to +9.6%
IYM vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.40B
IAI
$1.40B
Expense Ratio
IYM
0.38%
IAI
0.38%
Max Drawdown
Winner
IYM
68.13%
IAI
75.80%
Sharpe Ratio
Winner
IYM
1.50
IAI
0.89
5Y Beta
Winner
IYM
0.87
IAI
1.06
P/E Ratio
IYM
35.15
Winner
IAI
21.68
Forward P/E
Winner
IYM
18.61
IAI
19.52
PEG Ratio
Winner
IYM
0.24
IAI
0.52
5Y Dividends CAGR
IYM
6.04%
Winner
IAI
12.58%
5Y EPS CAGR
Winner
IYM
22.01%
IAI
13.79%
Debt to Equity
Winner
IYM
33.37%
IAI
70.01%
IYM vs IAI - Holdings Comparison
IYM and IAI have 1 common holdings. Overlap is 0.00%
IYM's top 25 holdings weight is 92.78%. IAI's top 25 holdings weight is 97.39%.
| Rank | IYM | IAI |
|---|---|---|
| #1 | LINDE PLC (LIN) - 20.06% | THE GOLDMAN SACHS GROUP INC (GS) - 19.72% |
| #2 | NEWMONT CORP (NEM) - 9.43% | MORGAN STANLEY (MS) - 15.95% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.08% | CHARLES SCHWAB CORP (SCHW) - 9.93% |
| #4 | ECOLAB INC (ECL) - 5.77% | MOODYS CORP (MCO) - 4.16% |
| #5 | NUCOR CORP (NUE) - 5.02% | MSCI INC (MSCI) - 4.12% |
| #6 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.42% | S&P GLOBAL INC (SPGI) - 4.02% |
| #7 | FASTENAL CO (FAST) - 4.00% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.02% |
| #8 | STEEL DYNAMICS INC (STLD) - 3.98% | CME GROUP INC CLASS A (CME) - 3.96% |
| #9 | ANGLOGOLD ASHANTI PLC (AU) - 3.22% | NASDAQ INC (NDAQ) - 3.89% |
| #10 | CARPENTER TECHNOLOGY CORP (CRS) - 2.69% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.86% |
| #11 | RELIANCE INC (RS) - 2.32% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.85% |
| #12 | ALCOA CORP (AA) - 2.13% | CBOE GLOBAL MARKETS INC (CBOE) - 3.56% |
| #13 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.08% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.45% |
| #14 | RBC BEARINGS INC (RBC) - 2.05% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.53% |
| #15 | ALBEMARLE CORP (ALB) - 1.97% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.18% |
| #16 | ROYAL GOLD INC (RGLD) - 1.94% | EVERCORE INC CLASS A (EVR) - 1.27% |
| #17 | INTERNATIONAL PAPER CO (IP) - 1.93% | TRADEWEB MARKETS INC (TW) - 1.17% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% | STIFEL FINANCIAL CORP (SF) - 1.05% |
| #19 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.85% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82% |
| #20 | MUELLER INDUSTRIES INC (MLI) - 1.62% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.82% |
| #21 | SOUTHERN COPPER CORP (SCCO) - 1.62% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.78% |
| #22 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.43% | STONEX GROUP INC (SNEX) - 0.75% |
| #23 | AVERY DENNISON CORP (AVY) - 1.32% | LAZARD INC (LAZ) - 0.52% |
| #24 | ELEMENT SOLUTIONS INC (ESI) - 1.01% | PIPER SANDLER COS (PIPR) - 0.52% |
| #25 | THE TIMKEN CO (TKR) - 0.94% | MARKETAXESS HOLDINGS INC (MKTX) - 0.49% |
| Total Holdings | 41 | 39 |
IYM vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
IYM
+3.39%
Winner
IAI
+4.25%
3M
IYM
+8.79%
Winner
IAI
+14.20%
6M
Winner
IYM
+22.28%
IAI
+5.65%
1Y
Winner
IYM
+36.88%
IAI
+18.81%
5Y(CAGR)
IYM
+9.61%
Winner
IAI
+15.97%
10Y(CAGR)
IYM
+10.95%
Winner
IAI
+19.46%
Max(CAGR)
Winner
IYM
+8.53%
IAI
+8.25%
IYM vs IAI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | IAI |
|---|---|---|
| 2026 | +18.93% | +3.05% |
| 2025 | +21.73% | +25.49% |
| 2024 | -4.30% | +35.52% |
| 2023 | +13.12% | +14.79% |
| 2022 | -8.41% | -11.75% |
| 2021 | +26.40% | +41.17% |
| 2020 | +19.04% | +17.15% |
| 2019 | +18.37% | +23.36% |
| 2018 | -17.86% | -9.42% |
| 2017 | +24.09% | +27.80% |
| 2016 | +21.77% | +24.66% |
| 2015 | -12.86% | -0.96% |
| 2014 | +3.69% | +12.35% |
| 2013 | +16.86% | +61.82% |
| 2012 | +6.37% | +13.26% |
| 2011 | -16.01% | -28.09% |
| 2010 | +26.82% | +2.58% |
| 2009 | +57.70% | +39.54% |
| 2008 | -50.42% | -59.22% |
| 2007 | +33.32% | -5.34% |
| 2006 | +14.42% | +5.67% |
| 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 IAI Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current IYM drawdown is -1.95%. The current IAI drawdown is -1.60%.
| Rank | IYM | IAI |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -13.61% Mar 2, 2026 - Jun 15, 2026 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between IYM and IAI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IYM vs IAI dividend yield comparison.
| Year | IYM | IAI |
|---|---|---|
| 2026 | 0.52% | 0.63% |
| 2025 | 1.51% | 0.95% |
| 2024 | 1.65% | 1.05% |
| 2023 | 1.77% | 1.80% |
| 2022 | 2.14% | 2.14% |
| 2021 | 1.48% | 1.31% |
| 2020 | 1.39% | 1.55% |
| 2019 | 2.09% | 1.52% |
| 2018 | 1.68% | 1.58% |
| 2017 | 1.43% | 1.37% |
| 2016 | 1.47% | 1.49% |
| 2015 | 2.04% | 1.31% |
| 2014 | 1.77% | 1.13% |
| 2013 | 1.79% | 1.13% |
| 2012 | 1.94% | 2.97% |
| 2011 | 2.22% | 1.25% |
| 2010 | 1.12% | 1.62% |
| 2009 | 1.43% | 0.57% |
| 2008 | 3.18% | 2.28% |
| 2007 | 1.36% | 0.68% |
| 2006 | 1.99% | 0.20% |
| 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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