IYM vs SPY
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IYM, delivering a return of +13.3% compared to +7.6%
IYM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.20B
Winner
SPY
$652B
Expense Ratio
IYM
0.38%
Winner
SPY
0.09%
Max Drawdown
IYM
68.13%
Winner
SPY
56.47%
Sharpe Ratio
IYM
1.89
Winner
SPY
2.07
5Y Beta
Winner
IYM
0.85
SPY
1.00
P/E Ratio
IYM
36.86
Winner
SPY
28.24
Forward P/E
Winner
IYM
19.55
SPY
21.85
PEG Ratio
IYM
0.28
SPY
N/A
5Y Dividends CAGR
Winner
IYM
12.14%
SPY
5.43%
5Y EPS CAGR
IYM
23.53%
Winner
SPY
25.79%
Debt to Equity
IYM
32.80%
Winner
SPY
22.35%
P/S Ratio
Winner
IYM
2.67
SPY
3.55
P/B Ratio
Winner
IYM
3.52
SPY
5.29
IYM vs SPY - Holdings Comparison
IYM and SPY have 16 common holdings. Overlap is 1.35%
IYM's top 25 holdings weight is 93.22%. SPY's top 25 holdings weight is 51.32%.
| Rank | IYM | SPY |
|---|---|---|
| #1 | LINDE PLC (LIN) - 19.78% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NEWMONT CORP (NEM) - 11.71% | APPLE INC (AAPL) - 6.48% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.14% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ECOLAB INC (ECL) - 6.42% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.36% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ANGLOGOLD ASHANTI PLC (AU) - 4.27% | BROADCOM INC (AVGO) - 3.09% |
| #7 | FASTENAL CO (FAST) - 3.96% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | NUCOR CORP (NUE) - 3.19% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ROYAL GOLD INC (RGLD) - 2.61% | TESLA INC (TSLA) - 1.73% |
| #10 | STEEL DYNAMICS INC (STLD) - 2.57% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | INTERNATIONAL PAPER CO (IP) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ALBEMARLE CORP (ALB) - 2.21% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 2.19% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.11% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | CF INDUSTRIES HOLDINGS INC (CF) - 2.01% | WALMART INC (WMT) - 0.91% |
| #16 | RBC BEARINGS INC (RBC) - 1.96% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.90% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | SOUTHERN COPPER CORP (SCCO) - 1.86% | VISA INC CLASS A (V) - 0.85% |
| #19 | ALCOA CORP (AA) - 1.79% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | RELIANCE INC (RS) - 1.77% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | AVERY DENNISON CORP (AVY) - 1.52% | INTEL CORP (INTC) - 0.65% |
| #22 | MUELLER INDUSTRIES INC (MLI) - 1.40% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.35% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | THE MOSAIC CO (MOS) - 0.95% | CHEVRON CORP (CVX) - 0.58% |
| #25 | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 0.91% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 41 | 505 |
IYM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYM
+0.10%
Winner
SPY
+9.11%
3M
IYM
+2.82%
Winner
SPY
+6.59%
6M
Winner
IYM
+30.50%
SPY
+10.56%
1Y
Winner
IYM
+42.79%
SPY
+32.04%
5Y(CAGR)
IYM
+7.56%
Winner
SPY
+13.35%
10Y(CAGR)
IYM
+11.42%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IYM
+8.53%
SPY
+8.50%
IYM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYM | SPY |
|---|---|---|
| 2026 | +17.81% | +8.27% |
| 2025 | +21.73% | +18.00% |
| 2024 | -4.30% | +25.59% |
| 2023 | +13.12% | +26.72% |
| 2022 | -8.41% | -18.64% |
| 2021 | +26.40% | +30.52% |
| 2020 | +19.04% | +17.28% |
| 2019 | +18.37% | +31.09% |
| 2018 | -17.86% | -5.24% |
| 2017 | +24.09% | +20.78% |
| 2016 | +21.77% | +13.59% |
| 2015 | -12.86% | +1.31% |
| 2014 | +3.69% | +14.56% |
| 2013 | +16.86% | +29.00% |
| 2012 | +6.37% | +14.17% |
| 2011 | -16.01% | +0.85% |
| 2010 | +26.82% | +13.14% |
| 2009 | +57.70% | +22.67% |
| 2008 | -50.42% | -36.25% |
| 2007 | +33.32% | +5.32% |
| 2006 | +14.42% | +13.85% |
| 2005 | +5.52% | +5.32% |
| 2004 | +13.16% | +10.75% |
| 2003 | +31.73% | +24.18% |
| 2002 | -8.54% | -22.42% |
| 2001 | +4.38% | -10.13% |
| 2000 | +13.62% | -8.84% |
| 1999 | N/A | +8.61% |
IYM vs SPY Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IYM drawdown is -2.65%.
| Rank | IYM | SPY |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.61% Mar 2, 2026 - Mar 20, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYM and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
IYM vs SPY dividend yield comparison.
| Year | IYM | SPY |
|---|---|---|
| 2026 | 0.25% | 0.24% |
| 2025 | 1.51% | 1.07% |
| 2024 | 1.65% | 1.21% |
| 2023 | 1.77% | 1.40% |
| 2022 | 2.14% | 1.65% |
| 2021 | 1.48% | 1.20% |
| 2020 | 1.39% | 1.52% |
| 2019 | 2.09% | 1.75% |
| 2018 | 1.68% | 2.04% |
| 2017 | 1.43% | 1.80% |
| 2016 | 1.47% | 2.03% |
| 2015 | 2.04% | 2.06% |
| 2014 | 1.77% | 1.87% |
| 2013 | 1.79% | 1.81% |
| 2012 | 1.94% | 2.18% |
| 2011 | 2.22% | 2.05% |
| 2010 | 1.12% | 1.80% |
| 2009 | 1.43% | 1.95% |
| 2008 | 3.18% | 3.02% |
| 2007 | 1.36% | 1.85% |
| 2006 | 1.99% | 1.73% |
| 2005 | 1.68% | 1.73% |
| 2004 | 1.47% | 1.82% |
| 2003 | 1.49% | 1.47% |
| 2002 | 1.77% | 1.70% |
| 2001 | 1.60% | 1.25% |
| 2000 | 1.17% | 1.15% |
| 1999 | 0.00% | 0.24% |
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