IYT vs SPY
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IYT, delivering a return of +13.0% compared to +7.0%
IYT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2.40B
Winner
SPY
$784B
Expense Ratio
IYT
0.38%
Winner
SPY
0.09%
Max Drawdown
IYT
60.74%
Winner
SPY
56.47%
Sharpe Ratio
IYT
1.15
Winner
SPY
1.39
5Y Beta
IYT
1.02
Winner
SPY
1.00
P/E Ratio
Winner
IYT
26.41
SPY
28.13
Forward P/E
Winner
IYT
20.46
SPY
21.42
PEG Ratio
IYT
3.88
SPY
N/A
5Y Dividends CAGR
Winner
IYT
10.91%
SPY
6.00%
5Y EPS CAGR
IYT
4.83%
Winner
SPY
25.27%
Debt to Equity
Winner
IYT
14.88%
SPY
31.16%
P/S Ratio
Winner
IYT
1.32
SPY
3.66
P/B Ratio
Winner
IYT
4.07
SPY
5.51
IYT vs SPY - Holdings Comparison
IYT and SPY have 14 common holdings. Overlap is 1.30%
IYT's top 25 holdings weight is 95.22%. SPY's top 25 holdings weight is 51.24%.
| Rank | IYT | SPY |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.25% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 15.23% | APPLE INC (AAPL) - 6.81% |
| #3 | FEDEX CORP (FDX) - 8.78% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | DELTA AIR LINES INC (DAL) - 5.36% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | CSX CORP (CSX) - 4.70% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.64% | BROADCOM INC (AVGO) - 2.77% |
| #7 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.59% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | NORFOLK SOUTHERN CORP (NSC) - 4.40% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.17% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | XPO INC (XPO) - 3.39% | TESLA INC (TSLA) - 1.76% |
| #11 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 3.03% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 2.95% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | SOUTHWEST AIRLINES CO (LUV) - 2.87% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.76% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | SAIA INC (SAIA) - 1.74% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.63% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | RYDER SYSTEM INC (R) - 1.37% | VISA INC CLASS A (V) - 0.87% |
| #18 | AMERICAN AIRLINES GROUP INC (AAL) - 1.31% | INTEL CORP (INTC) - 0.85% |
| #19 | KIRBY CORP (KEX) - 1.11% | WALMART INC (WMT) - 0.82% |
| #20 | JOBY AVIATION INC (JOBY) - 0.94% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | LANDSTAR SYSTEM INC (LSTR) - 0.94% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | MATSON INC (MATX) - 0.81% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | LYFT INC CLASS A (LYFT) - 0.79% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | GXO LOGISTICS INC (GXO) - 0.78% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.68% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 48 | 505 |
IYT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYT
+4.57%
SPY
-1.92%
3M
Winner
IYT
+16.16%
SPY
+12.08%
6M
Winner
IYT
+15.26%
SPY
+6.93%
1Y
Winner
IYT
+30.28%
SPY
+22.28%
5Y(CAGR)
IYT
+7.05%
Winner
SPY
+13.00%
10Y(CAGR)
IYT
+11.48%
Winner
SPY
+15.55%
Max(CAGR)
Winner
IYT
+10.06%
SPY
+8.44%
IYT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYT | SPY |
|---|---|---|
| 2026 | +15.64% | +8.06% |
| 2025 | +11.31% | +18.00% |
| 2024 | +5.73% | +25.59% |
| 2023 | +24.39% | +26.72% |
| 2022 | -21.53% | -18.64% |
| 2021 | +29.04% | +30.52% |
| 2020 | +13.28% | +17.28% |
| 2019 | +19.79% | +31.09% |
| 2018 | -14.39% | -5.24% |
| 2017 | +19.19% | +20.78% |
| 2016 | +24.73% | +13.59% |
| 2015 | -16.53% | +1.31% |
| 2014 | +27.11% | +14.56% |
| 2013 | +37.81% | +29.00% |
| 2012 | +5.62% | +14.17% |
| 2011 | -2.74% | +0.85% |
| 2010 | +25.96% | +13.14% |
| 2009 | +15.30% | +22.67% |
| 2008 | -19.47% | -36.25% |
| 2007 | -1.63% | +5.32% |
| 2006 | +8.95% | +13.85% |
| 2005 | +12.25% | +5.32% |
| 2004 | +26.77% | +10.75% |
| 2003 | +6.74% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IYT vs SPY Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPY drawdown is -3.08%.
| Rank | IYT | SPY |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYT and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
IYT vs SPY dividend yield comparison.
| Year | IYT | SPY |
|---|---|---|
| 2026 | 0.49% | 0.50% |
| 2025 | 1.00% | 1.07% |
| 2024 | 1.08% | 1.21% |
| 2023 | 1.26% | 1.40% |
| 2022 | 1.40% | 1.65% |
| 2021 | 0.77% | 1.20% |
| 2020 | 0.93% | 1.52% |
| 2019 | 1.29% | 1.75% |
| 2018 | 1.35% | 2.04% |
| 2017 | 0.92% | 1.80% |
| 2016 | 0.96% | 2.03% |
| 2015 | 1.28% | 2.06% |
| 2014 | 0.70% | 1.87% |
| 2013 | 0.86% | 1.81% |
| 2012 | 1.11% | 2.18% |
| 2011 | 1.52% | 2.05% |
| 2010 | 1.16% | 1.80% |
| 2009 | 1.53% | 1.95% |
| 2008 | 1.32% | 3.02% |
| 2007 | 1.12% | 1.85% |
| 2006 | 0.50% | 1.73% |
| 2005 | 0.58% | 1.73% |
| 2004 | 0.42% | 1.82% |
| 2003 | 0.70% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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