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 +13.8% compared to +8.7%
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
1.27
UTES
-0.40
5Y Beta
IYM
0.87
Winner
UTES
0.69
P/E Ratio
IYM
30.76
Winner
UTES
25.65
Forward P/E
Winner
IYM
18.16
UTES
18.73
PEG Ratio
Winner
IYM
-0.03
UTES
0.99
5Y Dividends CAGR
Winner
IYM
6.04%
UTES
1.74%
5Y EPS CAGR
Winner
IYM
12.26%
UTES
8.27%
Debt to Equity
Winner
IYM
31.61%
UTES
214.20%
P/S Ratio
IYM
2.82
Winner
UTES
2.81
P/B Ratio
IYM
3.56
Winner
UTES
2.96
IYM vs UTES - Holdings Comparison
IYM and UTES have 0 common holdings. Overlap is 0.00%
IYM's top 25 holdings weight is 91.92%. UTES's top 25 holdings weight is 99.85%.
| Rank | IYM | UTES |
|---|---|---|
| #1 | LINDE PLC (LIN) - 21.97% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.34% |
| #2 | NEWMONT CORP (NEM) - 9.28% | CONSTELLATION ENERGY CORP (CEG) - 10.91% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.12% | VISTRA CORP (VST) - 10.49% |
| #4 | ECOLAB INC (ECL) - 6.19% | XCEL ENERGY INC (XEL) - 6.79% |
| #5 | AIR PRODUCTS AND CHEMICALS INC (APD) - 5.02% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | FASTENAL CO (FAST) - 4.24% | ENTERGY CORP (ETR) - 5.09% |
| #7 | NUCOR CORP (NUE) - 4.07% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.93% |
| #8 | ANGLOGOLD ASHANTI PLC (AU) - 3.40% | ALLIANT ENERGY CORP (LNT) - 4.91% |
| #9 | STEEL DYNAMICS INC (STLD) - 2.87% | SEMPRA (SRE) - 4.54% |
| #10 | CARPENTER TECHNOLOGY CORP (CRS) - 2.85% | IDACORP INC (IDA) - 4.52% |
| #11 | RELIANCE INC (RS) - 2.04% | NRG ENERGY INC (NRG) - 4.29% |
| #12 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 1.97% | WEC ENERGY GROUP INC (WEC) - 4.18% |
| #13 | INTERNATIONAL PAPER CO (IP) - 1.97% | DTE ENERGY CO (DTE) - 3.88% |
| #14 | RBC BEARINGS INC (RBC) - 1.89% | NEXTERA ENERGY INC (NEE) - 3.87% |
| #15 | CF INDUSTRIES HOLDINGS INC (CF) - 1.88% | AMEREN CORP (AEE) - 3.83% |
| #16 | SOUTHERN COPPER CORP (SCCO) - 1.73% | CMS ENERGY CORP (CMS) - 3.47% |
| #17 | COEUR MINING INC (CDE) - 1.69% | NISOURCE INC (NI) - 3.46% |
| #18 | ROYAL GOLD INC (RGLD) - 1.69% | PINNACLE WEST CAPITAL CORP (PNW) - 2.89% |
| #19 | ALBEMARLE CORP (ALB) - 1.56% | N/A |
| #20 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.56% | N/A |
| #21 | ALCOA CORP (AA) - 1.33% | N/A |
| #22 | MUELLER INDUSTRIES INC (MLI) - 1.31% | N/A |
| #23 | AVERY DENNISON CORP (AVY) - 1.24% | N/A |
| #24 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.04% | N/A |
| #25 | HECLA MINING CO (HL) - 1.01% | N/A |
| Total Holdings | 42 | 18 |
IYM vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYM
+1.35%
UTES
-6.50%
3M
Winner
IYM
-0.66%
UTES
-9.11%
6M
Winner
IYM
+4.85%
UTES
-0.55%
1Y
Winner
IYM
+31.63%
UTES
-5.12%
5Y(CAGR)
IYM
+8.70%
Winner
UTES
+13.83%
10Y(CAGR)
IYM
+10.56%
Winner
UTES
+11.73%
Max(CAGR)
IYM
+8.47%
Winner
UTES
+13.21%
IYM vs UTES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | UTES |
|---|---|---|
| 2026 | +18.34% | -5.13% |
| 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 -2.44%. The current UTES drawdown is -12.21%.
| 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% | 0.75% |
| 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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