IYT vs DES
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceDES has outperformed IYT, delivering a return of +8.4% compared to +8.0%
IYT vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2.20B
DES
$2.20B
Expense Ratio
IYT
0.38%
DES
0.38%
Max Drawdown
Winner
IYT
60.74%
DES
68.10%
Sharpe Ratio
IYT
1.01
Winner
DES
1.39
5Y Beta
IYT
1.01
Winner
DES
0.79
P/E Ratio
IYT
25.39
Winner
DES
22.28
Forward P/E
IYT
20.73
Winner
DES
14.08
PEG Ratio
IYT
0.48
DES
N/A
5Y Dividends CAGR
Winner
IYT
10.92%
DES
6.38%
5Y EPS CAGR
IYT
1.89%
Winner
DES
7.70%
Debt to Equity
Winner
IYT
18.53%
DES
48.55%
P/S Ratio
IYT
1.45
Winner
DES
1.08
P/B Ratio
IYT
4.41
Winner
DES
1.78
IYT vs DES - Holdings Comparison
IYT and DES have 6 common holdings. Overlap is 1.08%
IYT's top 25 holdings weight is 94.90%. DES's top 25 holdings weight is 18.37%.
| Rank | IYT | DES |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.72% | TFS FINANCIAL CORP (TFSL) - 1.15% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 14.00% | EPR PROPERTIES (EPR) - 1.05% |
| #3 | CSX CORP (CSX) - 8.91% | SONOCO PRODUCTS CO (SON) - 1.01% |
| #4 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 6.03% | KODIAK GAS SERVICES INC (KGS) - 0.96% |
| #5 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.68% | PBF ENERGY INC CLASS A (PBF) - 0.95% |
| #6 | DELTA AIR LINES INC (DAL) - 4.68% | CAL-MAINE FOODS INC (CALM) - 0.90% |
| #7 | NORFOLK SOUTHERN CORP (NSC) - 4.54% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.87% |
| #8 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.21% | AVNET INC (AVT) - 0.83% |
| #9 | FEDEX CORP (FDX) - 4.18% | FIRST BANCORP (FBP) - 0.82% |
| #10 | XPO INC (XPO) - 3.09% | PATTERSON-UTI ENERGY INC (PTEN) - 0.80% |
| #11 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.02% | TRAVEL&LEISURE CO (TNL) - 0.80% |
| #12 | SOUTHWEST AIRLINES CO (LUV) - 2.91% | OUTFRONT MEDIA INC (OUT) - 0.78% |
| #13 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.86% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.77% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.68% | n/a (HASI) - 0.75% |
| #15 | FEDEX FREIGHT HOLDING CO INC (FDXF) - 2.00% | ARCHROCK INC (AROC) - 0.71% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.53% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.67% |
| #17 | SAIA INC (SAIA) - 1.42% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.66% |
| #18 | RYDER SYSTEM INC (R) - 1.30% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #19 | AMERICAN AIRLINES GROUP INC (AAL) - 1.24% | AMERICOLD REALTY TRUST INC (COLD) - 0.64% |
| #20 | KIRBY CORP (KEX) - 0.97% | n/a (CRC) - 0.63% |
| #21 | LANDSTAR SYSTEM INC (LSTR) - 0.89% | TRINITY INDUSTRIES INC (TRN) - 0.40% |
| #22 | MATSON INC (MATX) - 0.81% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.40% |
| #23 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.76% | FIRST HAWAIIAN INC (FHB) - 0.39% |
| #24 | GXO LOGISTICS INC (GXO) - 0.76% | OTTER TAIL CORP (OTTR) - 0.39% |
| #25 | LYFT INC CLASS A (LYFT) - 0.71% | HIGHWOODS PROPERTIES INC (HIW) - 0.39% |
| Total Holdings | 46 | 470 |
IYT vs DES - Historical Returns
Returns include dividend reinvestment.
1M
IYT
-1.72%
Winner
DES
-0.31%
3M
IYT
+7.15%
Winner
DES
+7.26%
6M
IYT
+6.18%
Winner
DES
+9.44%
1Y
IYT
+24.96%
Winner
DES
+27.05%
5Y(CAGR)
IYT
+7.97%
Winner
DES
+8.43%
10Y(CAGR)
Winner
IYT
+10.66%
DES
+8.08%
Max(CAGR)
Winner
IYT
+10.01%
DES
+7.93%
IYT vs DES - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | IYT | DES |
|---|---|---|
| 2026 | +16.16% | +22.75% |
| 2025 | +11.31% | +0.96% |
| 2024 | +5.73% | +9.71% |
| 2023 | +24.39% | +16.28% |
| 2022 | -21.53% | -11.65% |
| 2021 | +29.04% | +27.88% |
| 2020 | +13.28% | -3.69% |
| 2019 | +19.79% | +19.33% |
| 2018 | -14.39% | -13.42% |
| 2017 | +19.19% | +8.08% |
| 2016 | +24.73% | +33.60% |
| 2015 | -16.53% | -5.29% |
| 2014 | +27.11% | +8.94% |
| 2013 | +37.81% | +32.90% |
| 2012 | +5.62% | +16.16% |
| 2011 | -2.74% | -3.63% |
| 2010 | +25.96% | +24.59% |
| 2009 | +15.30% | +20.08% |
| 2008 | -19.47% | -27.07% |
| 2007 | -1.63% | -12.85% |
| 2006 | +8.95% | +16.40% |
| 2005 | +12.25% | N/A |
| 2004 | +26.77% | N/A |
| 2003 | +6.74% | N/A |
IYT vs DES Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current IYT drawdown is -3.31%. The current DES drawdown is -2.16%.
| Rank | IYT | DES |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between IYT and DES is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2003 - 2026)
IYT vs DES dividend yield comparison.
| Year | IYT | DES |
|---|---|---|
| 2026 | 0.48% | 0.99% |
| 2025 | 1.00% | 2.85% |
| 2024 | 1.08% | 2.81% |
| 2023 | 1.26% | 2.65% |
| 2022 | 1.40% | 2.89% |
| 2021 | 0.77% | 2.31% |
| 2020 | 0.93% | 2.75% |
| 2019 | 1.29% | 2.68% |
| 2018 | 1.35% | 3.65% |
| 2017 | 0.92% | 2.89% |
| 2016 | 0.96% | 2.70% |
| 2015 | 1.28% | 3.09% |
| 2014 | 0.70% | 2.68% |
| 2013 | 0.86% | 2.45% |
| 2012 | 1.11% | 4.04% |
| 2011 | 1.52% | 3.38% |
| 2010 | 1.16% | 3.57% |
| 2009 | 1.53% | 3.60% |
| 2008 | 1.32% | 6.09% |
| 2007 | 1.12% | 3.78% |
| 2006 | 0.50% | 1.82% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.42% | 0.00% |
| 2003 | 0.70% | 0.00% |
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