IYW vs SDY
Comparison between ISHARES U.S. TECHNOLOGY ETF (IYW, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceIYW has outperformed SDY, delivering a return of +19.0% compared to +7.8%
IYW vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IYW
$24B
SDY
$24B
Expense Ratio
IYW
0.38%
Winner
SDY
0.35%
Max Drawdown
IYW
81.90%
Winner
SDY
58.57%
Sharpe Ratio
Winner
IYW
1.31
SDY
1.00
5Y Beta
IYW
1.45
Winner
SDY
0.45
P/E Ratio
IYW
34.00
Winner
SDY
20.75
Forward P/E
IYW
22.02
Winner
SDY
17.86
PEG Ratio
IYW
N/A
SDY
1.91
5Y Dividends CAGR
IYW
-5.88%
Winner
SDY
7.50%
5Y EPS CAGR
Winner
IYW
37.10%
SDY
7.48%
Debt to Equity
IYW
55.87%
Winner
SDY
20.27%
P/S Ratio
IYW
7.69
Winner
SDY
1.95
P/B Ratio
IYW
9.41
Winner
SDY
3.18
IYW vs SDY - Holdings Comparison
IYW and SDY have 8 common holdings. Overlap is 4.49%
IYW's top 25 holdings weight is 83.36%. SDY's top 25 holdings weight is 36.60%.
| Rank | IYW | SDY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.73% | VERIZON COMMUNICATIONS INC (VZ) - 2.14% |
| #2 | APPLE INC (AAPL) - 12.62% | REALTY INCOME CORP (O) - 2.13% |
| #3 | MICROSOFT CORP (MSFT) - 10.95% | KIMBERLY-CLARK CORP (KMB) - 1.75% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.33% | KENVUE INC (KVUE) - 1.75% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.15% | ABBVIE INC (ABBV) - 1.62% |
| #6 | BROADCOM INC (AVGO) - 4.55% | QUALCOMM INC (QCOM) - 1.56% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.93% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.04% | TARGET CORP (TGT) - 1.54% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.93% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.09% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #11 | INTEL CORP (INTC) - 2.03% | SYSCO CORP (SYY) - 1.41% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.88% | WEC ENERGY GROUP INC (WEC) - 1.40% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.43% | EVERSOURCE ENERGY (ES) - 1.35% |
| #14 | n/a (PLTR) - 1.42% | PEPSICO INC (PEP) - 1.33% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 1.25% | SOUTHERN CO (SO) - 1.33% |
| #16 | ORACLE CORP (ORCL) - 1.24% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | KLA CORP (KLAC) - 1.22% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.08% | MEDTRONIC PLC (MDT) - 1.30% |
| #19 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.04% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #20 | AMPHENOL CORP CLASS A (APH) - 1.02% | CHEVRON CORP (CVX) - 1.27% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.95% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.91% | XCEL ENERGY INC (XEL) - 1.26% |
| #23 | ANALOG DEVICES INC (ADI) - 0.90% | COCA-COLA CO (KO) - 1.26% |
| #24 | MARVELL TECHNOLOGY INC (MRVL) - 0.86% | PROCTER & GAMBLE CO (PG) - 1.25% |
| #25 | QUALCOMM INC (QCOM) - 0.81% | PPG INDUSTRIES INC (PPG) - 1.21% |
| Total Holdings | 152 | 158 |
IYW vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
IYW
+1.15%
Winner
SDY
+3.14%
3M
IYW
+3.02%
Winner
SDY
+7.18%
6M
Winner
IYW
+28.24%
SDY
+3.49%
1Y
Winner
IYW
+38.61%
SDY
+15.33%
5Y(CAGR)
Winner
IYW
+19.04%
SDY
+7.85%
10Y(CAGR)
Winner
IYW
+24.55%
SDY
+9.54%
Max(CAGR)
Winner
IYW
+9.35%
SDY
+9.14%
IYW vs SDY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYW | SDY |
|---|---|---|
| 2026 | +23.77% | +14.56% |
| 2025 | +25.36% | +8.85% |
| 2024 | +33.77% | +8.00% |
| 2023 | +66.65% | +2.35% |
| 2022 | -35.16% | -0.44% |
| 2021 | +37.48% | +27.12% |
| 2020 | +44.47% | +2.06% |
| 2019 | +46.32% | +24.12% |
| 2018 | -2.40% | -2.82% |
| 2017 | +35.59% | +15.46% |
| 2016 | +15.48% | +21.95% |
| 2015 | +4.03% | -0.69% |
| 2014 | +20.70% | +15.05% |
| 2013 | +22.71% | +27.23% |
| 2012 | +9.98% | +10.85% |
| 2011 | -1.28% | +6.44% |
| 2010 | +10.59% | +14.94% |
| 2009 | +57.56% | +16.62% |
| 2008 | -42.02% | -21.76% |
| 2007 | +14.50% | -7.06% |
| 2006 | +7.37% | +16.23% |
| 2005 | +3.73% | +1.10% |
| 2004 | +0.96% | N/A |
| 2003 | +43.69% | N/A |
| 2002 | -40.37% | N/A |
| 2001 | -22.34% | N/A |
| 2000 | -32.09% | N/A |
IYW vs SDY Drawdown Comparison
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current IYW drawdown is -4.86%. The current SDY drawdown is -0.34%.
| Rank | IYW | SDY |
|---|---|---|
| #1 | -81.90% Jul 17, 2000 - Jan 24, 2017 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -39.44% Dec 27, 2021 - Nov 20, 2023 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -30.47% Feb 19, 2020 - Jun 5, 2020 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -26.47% Feb 18, 2025 - Jun 24, 2025 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -23.96% Aug 29, 2018 - Mar 21, 2019 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -17.81% Oct 29, 2025 - Apr 22, 2026 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -16.11% Jul 10, 2024 - Nov 7, 2024 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -13.30% Sep 2, 2020 - Dec 4, 2020 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -12.91% Apr 29, 2019 - Jul 12, 2019 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -12.52% Jun 2, 2026 - Jul 29, 2026 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -11.44% Feb 12, 2021 - Apr 8, 2021 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -10.54% Jan 26, 2018 - Feb 26, 2018 | -7.67% Feb 27, 2026 - Jul 2, 2026 |
| #13 | -10.21% Mar 12, 2018 - Jun 1, 2018 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -8.84% Apr 15, 2021 - Jun 11, 2021 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -8.67% Mar 22, 2024 - May 15, 2024 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between IYW and SDY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2004 - 2026)
IYW vs SDY dividend yield comparison.
| Year | IYW | SDY |
|---|---|---|
| 2026 | 0.06% | 1.16% |
| 2025 | 0.14% | 2.61% |
| 2024 | 0.21% | 2.56% |
| 2023 | 0.34% | 2.64% |
| 2022 | 0.50% | 2.55% |
| 2021 | 0.31% | 2.63% |
| 2020 | 0.56% | 2.85% |
| 2019 | 0.72% | 2.45% |
| 2018 | 0.92% | 2.73% |
| 2017 | 0.82% | 4.69% |
| 2016 | 1.14% | 3.30% |
| 2015 | 1.12% | 6.20% |
| 2014 | 1.13% | 4.74% |
| 2013 | 1.06% | 3.95% |
| 2012 | 0.94% | 3.28% |
| 2011 | 0.61% | 3.23% |
| 2010 | 0.43% | 3.35% |
| 2009 | 0.45% | 3.75% |
| 2008 | 0.65% | 5.44% |
| 2007 | 0.21% | 5.03% |
| 2006 | 0.14% | 2.86% |
| 2005 | 0.15% | 0.57% |
| 2004 | 1.44% | 0.00% |
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