IYM vs UTES
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
IYM is from the Basic Materials sector, while UTES is from the Utilities sector.
5-Year PerformanceUTES has outperformed IYM, delivering a return of +17.0% compared to +9.6%
IYM vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.40B
UTES
$1.40B
Expense Ratio
Winner
IYM
0.38%
UTES
0.49%
Max Drawdown
IYM
68.13%
Winner
UTES
35.71%
Sharpe Ratio
Winner
IYM
1.50
UTES
0.53
5Y Beta
IYM
0.87
Winner
UTES
0.72
P/E Ratio
IYM
35.15
Winner
UTES
26.72
Forward P/E
Winner
IYM
18.61
UTES
19.63
PEG Ratio
Winner
IYM
0.24
UTES
1.30
5Y Dividends CAGR
IYM
6.04%
Winner
UTES
11.35%
5Y EPS CAGR
Winner
IYM
22.01%
UTES
8.91%
Debt to Equity
Winner
IYM
33.37%
UTES
210.29%
IYM vs UTES - Holdings Comparison
IYM and UTES have 0 common holdings. Overlap is 0.00%
IYM's top 25 holdings weight is 92.78%. UTES's top 25 holdings weight is 99.95%.
| Rank | IYM | UTES |
|---|---|---|
| #1 | LINDE PLC (LIN) - 20.06% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.79% |
| #2 | NEWMONT CORP (NEM) - 9.43% | CONSTELLATION ENERGY CORP (CEG) - 10.26% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.08% | VISTRA CORP (VST) - 9.29% |
| #4 | ECOLAB INC (ECL) - 5.77% | XCEL ENERGY INC (XEL) - 7.05% |
| #5 | NUCOR CORP (NUE) - 5.02% | CENTERPOINT ENERGY INC (CNP) - 6.75% |
| #6 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.42% | ENTERGY CORP (ETR) - 5.22% |
| #7 | FASTENAL CO (FAST) - 4.00% | ALLIANT ENERGY CORP (LNT) - 5.17% |
| #8 | STEEL DYNAMICS INC (STLD) - 3.98% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.08% |
| #9 | ANGLOGOLD ASHANTI PLC (AU) - 3.22% | SEMPRA (SRE) - 4.97% |
| #10 | CARPENTER TECHNOLOGY CORP (CRS) - 2.69% | IDACORP INC (IDA) - 4.60% |
| #11 | RELIANCE INC (RS) - 2.32% | WEC ENERGY GROUP INC (WEC) - 4.48% |
| #12 | ALCOA CORP (AA) - 2.13% | DTE ENERGY CO (DTE) - 4.07% |
| #13 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.08% | AMEREN CORP (AEE) - 3.97% |
| #14 | RBC BEARINGS INC (RBC) - 2.05% | NRG ENERGY INC (NRG) - 3.95% |
| #15 | ALBEMARLE CORP (ALB) - 1.97% | NEXTERA ENERGY INC (NEE) - 3.93% |
| #16 | ROYAL GOLD INC (RGLD) - 1.94% | NISOURCE INC (NI) - 3.70% |
| #17 | INTERNATIONAL PAPER CO (IP) - 1.93% | CMS ENERGY CORP (CMS) - 3.68% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% | PINNACLE WEST CAPITAL CORP (PNW) - 2.99% |
| #19 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.85% | N/A |
| #20 | MUELLER INDUSTRIES INC (MLI) - 1.62% | N/A |
| #21 | SOUTHERN COPPER CORP (SCCO) - 1.62% | N/A |
| #22 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.43% | N/A |
| #23 | AVERY DENNISON CORP (AVY) - 1.32% | N/A |
| #24 | ELEMENT SOLUTIONS INC (ESI) - 1.01% | N/A |
| #25 | THE TIMKEN CO (TKR) - 0.94% | N/A |
| Total Holdings | 41 | 18 |
IYM vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
IYM
+3.39%
Winner
UTES
+7.11%
3M
Winner
IYM
+8.79%
UTES
-0.29%
6M
Winner
IYM
+22.28%
UTES
+4.26%
1Y
Winner
IYM
+36.88%
UTES
+13.13%
5Y(CAGR)
IYM
+9.61%
Winner
UTES
+16.97%
10Y(CAGR)
IYM
+10.95%
Winner
UTES
+12.75%
Max(CAGR)
IYM
+8.53%
Winner
UTES
+14.20%
IYM vs UTES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | UTES |
|---|---|---|
| 2026 | +18.93% | +2.45% |
| 2025 | +21.73% | +22.66% |
| 2024 | -4.30% | +43.95% |
| 2023 | +13.12% | -1.97% |
| 2022 | -8.41% | +1.90% |
| 2021 | +26.40% | +23.82% |
| 2020 | +19.04% | +1.59% |
| 2019 | +18.37% | +27.65% |
| 2018 | -17.86% | +6.28% |
| 2017 | +24.09% | +14.80% |
| 2016 | +21.77% | +16.95% |
| 2015 | -12.86% | +5.54% |
| 2014 | +3.69% | N/A |
| 2013 | +16.86% | N/A |
| 2012 | +6.37% | N/A |
| 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 UTES Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current IYM drawdown is -1.95%. The current UTES drawdown is -5.20%.
| Rank | IYM | UTES |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -13.61% Mar 2, 2026 - Jun 15, 2026 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IYM and UTES is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2000 - 2026)
IYM vs UTES dividend yield comparison.
| Year | IYM | UTES |
|---|---|---|
| 2026 | 0.52% | 0.39% |
| 2025 | 1.51% | 1.42% |
| 2024 | 1.65% | 1.51% |
| 2023 | 1.77% | 2.44% |
| 2022 | 2.14% | 2.13% |
| 2021 | 1.48% | 1.94% |
| 2020 | 1.39% | 2.09% |
| 2019 | 2.09% | 1.84% |
| 2018 | 1.68% | 2.09% |
| 2017 | 1.43% | 3.44% |
| 2016 | 1.47% | 3.53% |
| 2015 | 2.04% | 0.61% |
| 2014 | 1.77% | 0.00% |
| 2013 | 1.79% | 0.00% |
| 2012 | 1.94% | 0.00% |
| 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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