IYT vs XSOE
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF).
5-Year PerformanceXSOE has outperformed IYT, delivering a return of +5.3% compared to +4.4%
IYT vs XSOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2B
XSOE
$2B
Expense Ratio
IYT
0.38%
Winner
XSOE
0.32%
Max Drawdown
IYT
60.74%
Winner
XSOE
47.21%
Sharpe Ratio
IYT
1.09
Winner
XSOE
2.24
5Y Beta
IYT
1.02
Winner
XSOE
0.79
P/E Ratio
IYT
22.88
XSOE
N/A
Forward P/E
IYT
19.64
XSOE
N/A
PEG Ratio
IYT
2.45
XSOE
N/A
5Y Dividends CAGR
Winner
IYT
14.60%
XSOE
9.13%
5Y EPS CAGR
IYT
4.77%
XSOE
N/A
Debt to Equity
IYT
34.02%
XSOE
N/A
P/S Ratio
IYT
1.35
XSOE
N/A
P/B Ratio
IYT
3.89
XSOE
N/A
IYT vs XSOE - Holdings Comparison
IYT and XSOE have 1 common holdings. Overlap is -0.03%
IYT's top 25 holdings weight is 95.52%. XSOE's top 25 holdings weight is 40.93%.
| Rank | IYT | XSOE |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.68% | n/a (n/a) - 13.25% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 15.98% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.99% |
| #3 | FEDEX CORP (FDX) - 8.35% | SK HYNIX INC (n/a) - 3.73% |
| #4 | DELTA AIR LINES INC (DAL) - 5.15% | TENCENT HOLDINGS LTD (n/a) - 3.06% |
| #5 | CSX CORP (CSX) - 4.80% | n/a (n/a) - 2.56% |
| #6 | NORFOLK SOUTHERN CORP (NSC) - 4.53% | AL RAJHI BANK (n/a) - 1.23% |
| #7 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.47% | MEDIATEK INC (n/a) - 1.00% |
| #8 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.44% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.95% |
| #9 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.19% | HDFC BANK LTD (n/a) - 0.93% |
| #10 | XPO INC (XPO) - 3.59% | DELTA ELECTRONICS INC (n/a) - 0.92% |
| #11 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 3.03% | MERCADOLIBRE INC (MELI) - 0.82% |
| #12 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 2.93% | n/a (n/a) - 0.74% |
| #13 | SOUTHWEST AIRLINES CO (LUV) - 2.88% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.68% | ICICI BANK LTD ADR (IBN) - 0.66% |
| #15 | SAIA INC (SAIA) - 1.66% | PDD HOLDINGS INC ADR (PDD) - 0.64% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.48% | BHARTI AIRTEL LTD (n/a) - 0.57% |
| #17 | RYDER SYSTEM INC (R) - 1.40% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.52% |
| #18 | AMERICAN AIRLINES GROUP INC (AAL) - 1.21% | XIAOMI CORP CLASS B (n/a) - 0.51% |
| #19 | KIRBY CORP (KEX) - 1.15% | MEITUAN CLASS B (n/a) - 0.48% |
| #20 | LANDSTAR SYSTEM INC (LSTR) - 0.91% | n/a (n/a) - 0.47% |
| #21 | MATSON INC (MATX) - 0.86% | n/a (n/a) - 0.25% |
| #22 | GXO LOGISTICS INC (GXO) - 0.84% | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.25% |
| #23 | LYFT INC CLASS A (LYFT) - 0.83% | HANA FINANCIAL GROUP INC (n/a) - 0.24% |
| #24 | JOBY AVIATION INC (JOBY) - 0.78% | POSCO HOLDINGS INC (n/a) - 0.23% |
| #25 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.70% | KOTAK MAHINDRA BANK LTD (n/a) - 0.22% |
| Total Holdings | 46 | 808 |
IYT vs XSOE - Historical Returns
Returns include dividend reinvestment.
1M
IYT
+3.48%
Winner
XSOE
+12.54%
3M
IYT
-1.36%
Winner
XSOE
+11.23%
6M
IYT
+11.22%
Winner
XSOE
+23.87%
1Y
IYT
+20.02%
Winner
XSOE
+49.55%
5Y(CAGR)
IYT
+4.35%
Winner
XSOE
+5.28%
10Y(CAGR)
IYT
+10.05%
Winner
XSOE
+10.13%
Max(CAGR)
Winner
IYT
+9.72%
XSOE
+7.93%
IYT vs XSOE - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | IYT | XSOE |
|---|---|---|
| 2026 | +6.67% | +20.51% |
| 2025 | +11.31% | +30.05% |
| 2024 | +5.73% | +8.65% |
| 2023 | +24.39% | +9.13% |
| 2022 | -21.53% | -26.15% |
| 2021 | +29.04% | -6.70% |
| 2020 | +13.28% | +26.34% |
| 2019 | +19.79% | +25.07% |
| 2018 | -14.39% | -20.54% |
| 2017 | +19.19% | +49.23% |
| 2016 | +24.73% | +6.66% |
| 2015 | -16.53% | -11.84% |
| 2014 | +27.11% | +0.33% |
| 2013 | +37.81% | N/A |
| 2012 | +5.62% | N/A |
| 2011 | -2.74% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +15.30% | N/A |
| 2008 | -19.47% | N/A |
| 2007 | -1.63% | N/A |
| 2006 | +8.95% | N/A |
| 2005 | +12.25% | N/A |
| 2004 | +26.77% | N/A |
| 2003 | +6.74% | N/A |
IYT vs XSOE Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The current IYT drawdown is -2.85%.
| Rank | IYT | XSOE |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -45.25% Feb 16, 2021 - Jan 22, 2026 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -35.05% Jan 26, 2018 - Aug 5, 2020 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -31.24% Apr 28, 2015 - May 9, 2017 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -13.31% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -6.06% Jan 22, 2015 - Apr 2, 2015 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -5.54% Nov 22, 2017 - Jan 2, 2018 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -5.52% Aug 28, 2020 - Oct 8, 2020 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -5.48% Jan 25, 2021 - Feb 5, 2021 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -4.10% Dec 10, 2014 - Dec 22, 2014 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -4.09% Dec 26, 2014 - Jan 20, 2015 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -3.41% Sep 19, 2017 - Oct 10, 2017 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -3.41% Jan 28, 2026 - Feb 10, 2026 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -3.37% Aug 8, 2017 - Aug 23, 2017 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -2.99% Oct 12, 2020 - Nov 4, 2020 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -2.59% Aug 6, 2020 - Aug 25, 2020 |
Correlation
Correlation between IYT and XSOE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2003 - 2026)
IYT vs XSOE dividend yield comparison.
| Year | IYT | XSOE |
|---|---|---|
| 2026 | 0.33% | 0.10% |
| 2025 | 1.00% | 1.50% |
| 2024 | 1.08% | 1.44% |
| 2023 | 1.26% | 1.78% |
| 2022 | 1.40% | 2.53% |
| 2021 | 0.77% | 1.36% |
| 2020 | 0.93% | 1.02% |
| 2019 | 1.29% | 2.01% |
| 2018 | 1.35% | 1.56% |
| 2017 | 0.92% | 0.65% |
| 2016 | 0.96% | 1.43% |
| 2015 | 1.28% | 3.93% |
| 2014 | 0.70% | 0.21% |
| 2013 | 0.86% | 0.00% |
| 2012 | 1.11% | 0.00% |
| 2011 | 1.52% | 0.00% |
| 2010 | 1.16% | 0.00% |
| 2009 | 1.53% | 0.00% |
| 2008 | 1.32% | 0.00% |
| 2007 | 1.12% | 0.00% |
| 2006 | 0.50% | 0.00% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.42% | 0.00% |
| 2003 | 0.70% | 0.00% |
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