IYM vs QQQE
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARES (QQQE, ETF).
5-Year PerformanceQQQE has outperformed IYM, delivering a return of +10.2% compared to +8.8%
IYM vs QQQE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.40B
QQQE
$1.40B
Expense Ratio
IYM
0.38%
Winner
QQQE
0.35%
Max Drawdown
IYM
68.13%
Winner
QQQE
34.83%
Sharpe Ratio
Winner
IYM
1.55
QQQE
1.29
5Y Beta
Winner
IYM
0.87
QQQE
1.06
P/E Ratio
Winner
IYM
33.44
QQQE
38.06
Forward P/E
Winner
IYM
17.95
QQQE
21.29
PEG Ratio
IYM
0.27
Winner
QQQE
0.11
5Y Dividends CAGR
IYM
6.04%
Winner
QQQE
7.10%
5Y EPS CAGR
Winner
IYM
22.87%
QQQE
17.84%
Debt to Equity
Winner
IYM
33.75%
QQQE
41.44%
P/S Ratio
Winner
IYM
2.54
QQQE
4.28
P/B Ratio
Winner
IYM
3.43
QQQE
5.74
IYM vs QQQE - Holdings Comparison
IYM and QQQE have 3 common holdings. Overlap is 1.65%
IYM's top 25 holdings weight is 92.75%. QQQE's top 25 holdings weight is 38.35%.
| Rank | IYM | QQQE |
|---|---|---|
| #1 | LINDE PLC (LIN) - 19.08% | MARVELL TECHNOLOGY INC (MRVL) - 2.68% |
| #2 | NEWMONT CORP (NEM) - 10.04% | ARM HOLDINGS PLC ADR (ARM) - 2.46% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.72% | ADVANCED MICRO DEVICES INC (AMD) - 2.10% |
| #4 | ECOLAB INC (ECL) - 5.53% | MICRON TECHNOLOGY INC (MU) - 2.04% |
| #5 | NUCOR CORP (NUE) - 4.92% | INTEL CORP (INTC) - 1.99% |
| #6 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.29% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.83% |
| #7 | STEEL DYNAMICS INC (STLD) - 3.89% | DATADOG INC CLASS A (DDOG) - 1.74% |
| #8 | FASTENAL CO (FAST) - 3.74% | WESTERN DIGITAL CORP (WDC) - 1.56% |
| #9 | ANGLOGOLD ASHANTI PLC (AU) - 3.37% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.52% |
| #10 | CARPENTER TECHNOLOGY CORP (CRS) - 2.53% | QUALCOMM INC (QCOM) - 1.50% |
| #11 | ALCOA CORP (AA) - 2.34% | PALO ALTO NETWORKS INC (PANW) - 1.48% |
| #12 | RELIANCE INC (RS) - 2.20% | FORTINET INC (FTNT) - 1.48% |
| #13 | ALBEMARLE CORP (ALB) - 2.18% | NXP SEMICONDUCTORS NV (NXPI) - 1.37% |
| #14 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.02% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.37% |
| #15 | ROYAL GOLD INC (RGLD) - 1.99% | CISCO SYSTEMS INC (CSCO) - 1.34% |
| #16 | RBC BEARINGS INC (RBC) - 1.93% | TEXAS INSTRUMENTS INC (TXN) - 1.33% |
| #17 | INTERNATIONAL PAPER CO (IP) - 1.91% | BROADCOM INC (AVGO) - 1.26% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.25% |
| #19 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.86% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.23% |
| #20 | SOUTHERN COPPER CORP (SCCO) - 1.84% | LAM RESEARCH CORP (LRCX) - 1.19% |
| #21 | MUELLER INDUSTRIES INC (MLI) - 1.53% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.19% |
| #22 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.50% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.11% |
| #23 | AVERY DENNISON CORP (AVY) - 1.29% | ANALOG DEVICES INC (ADI) - 1.11% |
| #24 | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 1.11% | APPLIED MATERIALS INC (AMAT) - 1.11% |
| #25 | ELEMENT SOLUTIONS INC (ESI) - 1.04% | KLA CORP (KLAC) - 1.11% |
| Total Holdings | 41 | 103 |
IYM vs QQQE - Historical Returns
Returns include dividend reinvestment.
1M
IYM
+5.16%
Winner
QQQE
+8.93%
3M
IYM
+8.89%
Winner
QQQE
+21.62%
6M
Winner
IYM
+25.12%
QQQE
+19.52%
1Y
Winner
IYM
+38.12%
QQQE
+28.27%
5Y(CAGR)
IYM
+8.82%
Winner
QQQE
+10.22%
10Y(CAGR)
IYM
+11.27%
Winner
QQQE
+15.87%
Max(CAGR)
IYM
+8.62%
Winner
QQQE
+14.80%
IYM vs QQQE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | QQQE |
|---|---|---|
| 2026 | +21.30% | +20.09% |
| 2025 | +21.73% | +14.64% |
| 2024 | -4.30% | +8.39% |
| 2023 | +13.12% | +34.41% |
| 2022 | -8.41% | -24.35% |
| 2021 | +26.40% | +19.60% |
| 2020 | +19.04% | +35.80% |
| 2019 | +18.37% | +35.57% |
| 2018 | -17.86% | -6.99% |
| 2017 | +24.09% | +25.17% |
| 2016 | +21.77% | +9.35% |
| 2015 | -12.86% | +2.74% |
| 2014 | +3.69% | +20.36% |
| 2013 | +16.86% | +36.82% |
| 2012 | +6.37% | -3.99% |
| 2011 | -16.01% | N/A |
| 2010 | +26.82% | N/A |
| 2009 | +57.70% | N/A |
| 2008 | -50.42% | N/A |
| 2007 | +33.32% | N/A |
| 2006 | +14.42% | N/A |
| 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 QQQE Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for QQQE was -32.11%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
| Rank | IYM | QQQE |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -32.11% Nov 16, 2021 - Jan 19, 2024 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -30.90% Feb 19, 2020 - Jun 5, 2020 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -21.38% Feb 18, 2025 - Jun 30, 2025 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -20.05% Aug 29, 2018 - Mar 19, 2019 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -18.76% Jun 22, 2015 - Jul 28, 2016 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -13.46% Mar 26, 2012 - Jan 11, 2013 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -10.48% Jul 16, 2024 - Oct 14, 2024 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -10.31% Feb 12, 2021 - Apr 15, 2021 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -10.24% May 3, 2019 - Jul 3, 2019 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -10.22% Jan 26, 2018 - Mar 12, 2018 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -9.41% Jan 28, 2026 - Apr 17, 2026 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -9.40% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -9.12% Mar 12, 2018 - Jul 12, 2018 |
| #14 | -13.61% Mar 2, 2026 - Jun 15, 2026 | -8.59% Sep 8, 2014 - Oct 31, 2014 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -8.33% Jul 24, 2019 - Nov 1, 2019 |
Correlation
Correlation between IYM and QQQE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IYM vs QQQE dividend yield comparison.
| Year | IYM | QQQE |
|---|---|---|
| 2026 | 0.51% | 0.13% |
| 2025 | 1.51% | 0.52% |
| 2024 | 1.65% | 0.86% |
| 2023 | 1.77% | 0.79% |
| 2022 | 2.14% | 0.98% |
| 2021 | 1.48% | 3.83% |
| 2020 | 1.39% | 0.54% |
| 2019 | 2.09% | 0.74% |
| 2018 | 1.68% | 0.80% |
| 2017 | 1.43% | 0.65% |
| 2016 | 1.47% | 1.17% |
| 2015 | 2.04% | 0.57% |
| 2014 | 1.77% | 1.36% |
| 2013 | 1.79% | 0.38% |
| 2012 | 1.94% | 1.30% |
| 2011 | 2.22% | 0.00% |
| 2010 | 1.12% | 0.00% |
| 2009 | 1.43% | 0.00% |
| 2008 | 3.18% | 0.00% |
| 2007 | 1.36% | 0.00% |
| 2006 | 1.99% | 0.00% |
| 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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