IYT vs USA

Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and Liberty All-Star Equity Fund (USA, ETF).

5-Year PerformanceIYT has outperformed USA, delivering a return of +4.4% compared to +3.5%

IYT vs USA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYT(ETF)	USA(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.38%	N/A
Max Drawdown	60.74%	82.89%
Sharpe Ratio	1.09	-0.31
5Y Beta	1.02	0.80
P/E Ratio	22.88	N/A
Forward P/E	19.64	N/A
PEG Ratio	2.45	N/A
5Y Dividends CAGR	14.60%	5.01%
5Y EPS CAGR	4.77%	N/A
Debt to Equity	34.02%	N/A
P/S Ratio	1.35	N/A
P/B Ratio	3.89	N/A

Net Assets

IYT

$2B

USA

$2B

Expense Ratio

IYT

0.38%

USA

N/A

Max Drawdown

Winner

IYT

60.74%

USA

82.89%

Sharpe Ratio

Winner

IYT

1.09

USA

-0.31

5Y Beta

IYT

1.02

Winner

USA

0.80

P/E Ratio

IYT

22.88

USA

N/A

Forward P/E

IYT

19.64

USA

N/A

PEG Ratio

IYT

2.45

USA

N/A

5Y Dividends CAGR

Winner

IYT

14.60%

USA

5.01%

5Y EPS CAGR

IYT

4.77%

USA

N/A

Debt to Equity

IYT

34.02%

USA

N/A

P/S Ratio

IYT

1.35

USA

N/A

P/B Ratio

IYT

3.89

USA

N/A

IYT vs USA - Historical Returns

Returns include dividend reinvestment.

Period	IYT	USA
1 month	+3.48%	+2.96%
3 months	-1.36%	-2.32%
6 months	+11.22%	-0.44%
1 year	+20.02%	-3.74%
5 years(CAGR)	+4.35%	+3.50%
10 years(CAGR)	+10.05%	+12.41%
Max(CAGR)	+9.72%	+6.63%

Winner

IYT

+3.48%

USA

+2.96%

Winner

IYT

-1.36%

USA

-2.32%

Winner

IYT

+11.22%

USA

-0.44%

Winner

IYT

+20.02%

USA

-3.74%

5Y(CAGR)

Winner

IYT

+4.35%

USA

+3.50%

10Y(CAGR)

IYT

+10.05%

Winner

USA

+12.41%

Max(CAGR)

Winner

IYT

+9.72%

USA

+6.63%

IYT vs USA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IYT	USA
2026	+6.67%	-3.31%
2025	+11.31%	-0.65%
2024	+5.73%	+22.04%
2023	+24.39%	+21.13%
2022	-21.53%	-25.15%
2021	+29.04%	+37.60%
2020	+13.28%	+11.48%
2019	+19.79%	+39.77%
2018	-14.39%	-4.91%
2017	+19.19%	+32.32%
2016	+24.73%	+8.93%
2015	-16.53%	-2.04%
2014	+27.11%	+9.24%
2013	+37.81%	+28.69%
2012	+5.62%	+18.32%
2011	-2.74%	-8.62%
2010	+25.96%	+19.75%
2009	+15.30%	+30.27%
2008	-19.47%	-43.42%
2007	-1.63%	-5.19%
2006	+8.95%	+10.28%
2005	+12.25%	-5.71%
2004	+26.77%	+10.37%
2003	+6.74%	+50.09%
2002	N/A	-35.15%
2001	N/A	-2.94%
2000	N/A	+17.03%
1999	N/A	-7.83%

IYT vs USA Drawdown Comparison

The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The current IYT drawdown is -2.85%. The current USA drawdown is -8.52%.

Rank	IYT	USA
#1	-60.39% Jun 5, 2008 - Jan 13, 2011	-69.18% Jul 13, 2007 - Jul 30, 2013
#2	-41.27% Sep 14, 2018 - Sep 2, 2020	-50.47% May 21, 2001 - Mar 5, 2004
#3	-29.15% Jan 4, 2022 - Feb 8, 2024	-47.07% Feb 12, 2020 - Nov 17, 2020
#4	-28.16% Jul 7, 2011 - Jan 10, 2013	-33.98% Oct 11, 2021 - Jul 12, 2024
#5	-27.26% Dec 29, 2014 - Nov 23, 2016	-25.78% Sep 27, 2018 - Jun 18, 2019
#6	-26.35% Nov 25, 2024 - Dec 3, 2025	-21.83% May 14, 2015 - Dec 7, 2016
#7	-23.74% Jul 19, 2007 - May 30, 2008	-20.11% Nov 5, 1999 - Jun 16, 2000
#8	-17.06% May 9, 2006 - Feb 1, 2007	-18.49% Apr 5, 2004 - Feb 14, 2005
#9	-12.87% Mar 21, 2024 - Oct 11, 2024	-17.97% Aug 2, 2005 - Dec 20, 2006
#10	-12.43% Mar 7, 2005 - Nov 2, 2005	-17.69% Jan 28, 2025 - Apr 7, 2025
#11	-12.42% May 7, 2021 - Nov 5, 2021	-10.82% Jan 31, 2001 - May 1, 2001
#12	-12.09% Feb 20, 2026 - Apr 20, 2026	-10.47% Aug 27, 2014 - Nov 18, 2014
#13	-11.10% Sep 18, 2014 - Oct 28, 2014	-10.41% Apr 21, 2021 - Jun 1, 2021
#14	-11.08% Jan 12, 2018 - Aug 20, 2018	-10.03% Jan 26, 2018 - Jun 6, 2018
#15	-10.49% Jan 22, 2004 - Jun 8, 2004	-9.02% Feb 16, 2005 - Jul 26, 2005

Correlation

Correlation between IYT and USA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

IYT vs USA dividend yield comparison.

Year	IYT	USA
2026	0.33%	5.74%
2025	1.00%	10.67%
2024	1.08%	10.22%
2023	1.26%	9.56%
2022	1.40%	12.11%
2021	0.77%	9.67%
2020	0.93%	9.13%
2019	1.29%	9.75%
2018	1.35%	12.64%
2017	0.92%	8.89%
2016	0.96%	9.30%
2015	1.28%	9.53%
2014	0.70%	6.52%
2013	0.86%	5.86%
2012	1.11%	6.71%
2011	1.52%	8.06%
2010	1.16%	6.29%
2009	1.53%	7.16%
2008	1.32%	18.57%
2007	1.12%	12.77%
2006	0.50%	10.62%
2005	0.58%	9.54%
2004	0.42%	9.31%
2003	0.70%	8.25%
2002	0.00%	13.25%
2001	0.00%	10.82%
2000	0.00%	5.90%