IYW vs OEF
Comparison between ISHARES U.S. TECHNOLOGY ETF (IYW, ETF) and ISHARES S&P 100 ETF (OEF, ETF).
5-Year PerformanceIYW has outperformed OEF, delivering a return of +21.4% compared to +15.2%
IYW vs OEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYW
$18B
Winner
OEF
$18B
Expense Ratio
IYW
0.38%
Winner
OEF
0.20%
Max Drawdown
IYW
81.90%
Winner
OEF
57.29%
Sharpe Ratio
Winner
IYW
2.33
OEF
2.13
5Y Beta
IYW
1.42
Winner
OEF
1.03
P/E Ratio
IYW
37.72
Winner
OEF
28.92
Forward P/E
Winner
IYW
22.77
OEF
22.87
PEG Ratio
IYW
N/A
OEF
0.51
5Y Dividends CAGR
IYW
-6.12%
Winner
OEF
8.59%
5Y EPS CAGR
Winner
IYW
38.19%
OEF
29.34%
Debt to Equity
IYW
34.80%
Winner
OEF
23.65%
P/S Ratio
IYW
7.32
Winner
OEF
5.00
P/B Ratio
IYW
9.29
Winner
OEF
6.36
IYW vs OEF - Holdings Comparison
IYW and OEF have 22 common holdings. Overlap is 48.42%
IYW's top 25 holdings weight is 83.34%. OEF's top 25 holdings weight is 70.54%.
| Rank | IYW | OEF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.59% | NVIDIA CORP (NVDA) - 11.75% |
| #2 | APPLE INC (AAPL) - 13.43% | APPLE INC (AAPL) - 8.77% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.13% | MICROSOFT CORP (MSFT) - 7.04% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.77% | AMAZON.COM INC (AMZN) - 5.69% |
| #5 | MICROSOFT CORP (MSFT) - 4.15% | ALPHABET INC CLASS A (GOOGL) - 4.55% |
| #6 | BROADCOM INC (AVGO) - 3.78% | BROADCOM INC (AVGO) - 4.43% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.30% | ALPHABET INC CLASS C (GOOG) - 3.64% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.11% | META PLATFORMS INC CLASS A (META) - 3.31% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.02% | TESLA INC (TSLA) - 2.38% |
| #10 | INTEL CORP (INTC) - 2.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.94% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.99% | JPMORGAN CHASE & CO (JPM) - 1.88% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.97% | ELI LILLY AND CO (LLY) - 1.54% |
| #13 | n/a (PLTR) - 1.91% | EXXON MOBIL CORP (XOM) - 1.38% |
| #14 | ORACLE CORP (ORCL) - 1.78% | MICRON TECHNOLOGY INC (MU) - 1.32% |
| #15 | KLA CORP (KLAC) - 1.53% | WALMART INC (WMT) - 1.25% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.50% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% | JOHNSON & JOHNSON (JNJ) - 1.21% |
| #18 | ANALOG DEVICES INC (ADI) - 1.18% | VISA INC CLASS A (V) - 1.16% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.11% | COSTCO WHOLESALE CORP (COST) - 0.99% |
| #20 | SALESFORCE INC (CRM) - 1.01% | MASTERCARD INC CLASS A (MA) - 0.92% |
| #21 | QUALCOMM INC (QCOM) - 0.98% | INTEL CORP (INTC) - 0.89% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% | CATERPILLAR INC (CAT) - 0.86% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 0.90% | NETFLIX INC (NFLX) - 0.86% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.84% | ABBVIE INC (ABBV) - 0.78% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.82% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| Total Holdings | 143 | 104 |
IYW vs OEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYW
+23.58%
OEF
+11.28%
3M
Winner
IYW
+21.60%
OEF
+7.31%
6M
Winner
IYW
+19.67%
OEF
+9.46%
1Y
Winner
IYW
+61.01%
OEF
+35.37%
5Y(CAGR)
Winner
IYW
+21.41%
OEF
+15.24%
10Y(CAGR)
Winner
IYW
+25.79%
OEF
+16.72%
Max(CAGR)
Winner
IYW
+9.30%
OEF
+8.49%
IYW vs OEF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYW | OEF |
|---|---|---|
| 2026 | +19.43% | +7.62% |
| 2025 | +25.36% | +20.13% |
| 2024 | +33.77% | +31.60% |
| 2023 | +66.65% | +33.30% |
| 2022 | -35.16% | -21.91% |
| 2021 | +37.48% | +30.85% |
| 2020 | +44.47% | +19.79% |
| 2019 | +46.32% | +31.43% |
| 2018 | -2.40% | -4.86% |
| 2017 | +35.59% | +20.87% |
| 2016 | +15.48% | +13.07% |
| 2015 | +4.03% | +2.55% |
| 2014 | +20.70% | +13.43% |
| 2013 | +22.71% | +26.61% |
| 2012 | +9.98% | +13.86% |
| 2011 | -1.28% | +1.76% |
| 2010 | +10.59% | +10.53% |
| 2009 | +57.56% | +18.79% |
| 2008 | -42.02% | -34.69% |
| 2007 | +14.50% | +6.16% |
| 2006 | +7.37% | +16.48% |
| 2005 | +3.73% | +1.65% |
| 2004 | +0.96% | +6.48% |
| 2003 | +43.69% | +21.32% |
| 2002 | -40.37% | -23.52% |
| 2001 | -22.34% | -10.74% |
| 2000 | -32.09% | -4.82% |
IYW vs OEF Drawdown Comparison
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.
| Rank | IYW | OEF |
|---|---|---|
| #1 | -81.90% Jul 17, 2000 - Jan 24, 2017 | -54.12% Oct 9, 2007 - Sep 6, 2012 |
| #2 | -39.44% Dec 27, 2021 - Nov 20, 2023 | -47.06% Nov 7, 2000 - Apr 25, 2007 |
| #3 | -30.47% Feb 19, 2020 - Jun 5, 2020 | -31.44% Feb 19, 2020 - Aug 3, 2020 |
| #4 | -26.47% Feb 18, 2025 - Jun 24, 2025 | -26.46% Jan 3, 2022 - Dec 7, 2023 |
| #5 | -23.96% Aug 29, 2018 - Mar 21, 2019 | -19.80% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -17.81% Oct 29, 2025 - Apr 22, 2026 | -19.59% Oct 3, 2018 - Apr 22, 2019 |
| #7 | -16.11% Jul 10, 2024 - Nov 7, 2024 | -13.13% Jul 20, 2015 - Nov 3, 2015 |
| #8 | -13.30% Sep 2, 2020 - Dec 4, 2020 | -12.26% Nov 3, 2015 - Apr 19, 2016 |
| #9 | -12.91% Apr 29, 2019 - Jul 12, 2019 | -11.06% Oct 29, 2025 - Apr 17, 2026 |
| #10 | -11.44% Feb 12, 2021 - Apr 8, 2021 | -10.85% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -10.54% Jan 26, 2018 - Feb 26, 2018 | -10.48% Sep 2, 2020 - Dec 1, 2020 |
| #12 | -10.21% Mar 12, 2018 - Jun 1, 2018 | -9.73% Jul 10, 2024 - Sep 24, 2024 |
| #13 | -8.84% Apr 15, 2021 - Jun 11, 2021 | -8.47% Jul 19, 2007 - Sep 27, 2007 |
| #14 | -8.67% Mar 22, 2024 - May 15, 2024 | -8.14% Oct 4, 2012 - Jan 17, 2013 |
| #15 | -8.42% Jul 26, 2019 - Oct 28, 2019 | -7.51% Apr 29, 2019 - Jun 20, 2019 |
Correlation
Correlation between IYW and OEF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IYW vs OEF dividend yield comparison.
| Year | IYW | OEF |
|---|---|---|
| 2026 | 0.03% | 0.25% |
| 2025 | 0.14% | 0.81% |
| 2024 | 0.21% | 1.03% |
| 2023 | 0.34% | 1.19% |
| 2022 | 0.50% | 1.55% |
| 2021 | 0.31% | 1.06% |
| 2020 | 0.56% | 1.43% |
| 2019 | 0.72% | 1.87% |
| 2018 | 0.92% | 2.09% |
| 2017 | 0.82% | 1.81% |
| 2016 | 1.14% | 2.07% |
| 2015 | 1.12% | 2.11% |
| 2014 | 1.13% | 1.85% |
| 2013 | 1.06% | 1.96% |
| 2012 | 0.94% | 2.17% |
| 2011 | 0.61% | 2.07% |
| 2010 | 0.43% | 1.93% |
| 2009 | 0.45% | 2.17% |
| 2008 | 0.65% | 3.38% |
| 2007 | 0.21% | 1.91% |
| 2006 | 0.14% | 1.59% |
| 2005 | 0.15% | 1.86% |
| 2004 | 1.44% | 2.17% |
| 2003 | 0.00% | 1.50% |
| 2002 | 0.00% | 1.53% |
| 2001 | 0.00% | 1.01% |
| 2000 | 0.00% | 0.21% |
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