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IYW vs SHY

Comparison between ISHARES U.S. TECHNOLOGY ETF (IYW, ETF) and ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF).

5-Year PerformanceIYW has outperformed SHY, delivering a return of +21.2% compared to +1.7%

IYW vs SHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYW
$25B
Winner
SHY
$25B
Expense Ratio
IYW
0.38%
Winner
SHY
0.15%
Max Drawdown
IYW
81.90%
Winner
SHY
7.25%
Sharpe Ratio
Winner
IYW
1.76
SHY
-0.20
5Y Beta
IYW
1.44
Winner
SHY
-0.00
P/E Ratio
IYW
36.81
SHY
N/A
Forward P/E
IYW
23.15
SHY
N/A
5Y Dividends CAGR
IYW
-6.12%
Winner
SHY
47.64%
5Y EPS CAGR
IYW
37.86%
SHY
N/A
Debt to Equity
IYW
26.82%
SHY
N/A
P/S Ratio
IYW
7.33
SHY
N/A
P/B Ratio
IYW
9.62
SHY
N/A

IYW vs SHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYW
+3.27%
SHY
+0.19%
3M
Winner
IYW
+29.56%
SHY
+0.37%
6M
Winner
IYW
+23.40%
SHY
+0.80%
1Y
Winner
IYW
+47.94%
SHY
+3.22%
5Y(CAGR)
Winner
IYW
+21.18%
SHY
+1.74%
10Y(CAGR)
Winner
IYW
+25.65%
SHY
+1.65%
Max(CAGR)
Winner
IYW
+9.38%
SHY
+1.95%

IYW vs SHY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYWSHY
2026+22.53%+0.50%
2025+25.36%+4.98%
2024+33.77%+4.04%
2023+66.65%+4.07%
2022-35.16%-3.77%
2021+37.48%-0.73%
2020+44.47%+2.99%
2019+46.32%+3.37%
2018-2.40%+1.50%
2017+35.59%+0.34%
2016+15.48%+0.69%
2015+4.03%+0.32%
2014+20.70%+0.40%
2013+22.71%+0.24%
2012+9.98%+0.34%
2011-1.28%+1.46%
2010+10.59%+2.14%
2009+57.56%+0.89%
2008-42.02%+6.42%
2007+14.50%+7.24%
2006+7.37%+3.75%
2005+3.73%+1.52%
2004+0.96%+0.91%
2003+43.69%+2.19%
2002-40.37%+2.03%
2001-22.34%N/A
2000-32.09%N/A

IYW vs SHY Drawdown Comparison

The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.

The maximum drawdown for SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 713 trading sessions.

The current IYW drawdown is -5.81%. The current SHY drawdown is -0.18%.

RankIYWSHY
#1-81.90%
Jul 17, 2000 - Jan 24, 2017
-5.71%
Aug 2, 2021 - Jun 3, 2024
#2-39.44%
Dec 27, 2021 - Nov 20, 2023
-2.23%
Mar 17, 2008 - Sep 15, 2008
#3-30.47%
Feb 19, 2020 - Jun 5, 2020
-1.90%
Mar 24, 2004 - Oct 20, 2004
#4-26.47%
Feb 18, 2025 - Jun 24, 2025
-1.19%
Dec 30, 2008 - Jul 8, 2009
#5-23.96%
Aug 29, 2018 - Mar 21, 2019
-1.07%
Sep 7, 2017 - Nov 28, 2018
#6-17.81%
Oct 29, 2025 - Apr 22, 2026
-0.99%
Jul 5, 2016 - Aug 11, 2017
#7-16.11%
Jul 10, 2024 - Nov 7, 2024
-0.98%
Jun 13, 2003 - Sep 30, 2003
#8-13.30%
Sep 2, 2020 - Dec 4, 2020
-0.97%
Sep 24, 2024 - Jan 27, 2025
#9-12.91%
Apr 29, 2019 - Jul 12, 2019
-0.89%
Feb 27, 2026 - Mar 26, 2026
#10-11.44%
Feb 12, 2021 - Apr 8, 2021
-0.88%
Sep 17, 2008 - Oct 2, 2008
#11-10.54%
Jan 26, 2018 - Feb 26, 2018
-0.87%
Oct 25, 2004 - May 5, 2005
#12-10.21%
Mar 12, 2018 - Jun 1, 2018
-0.87%
Dec 1, 2009 - Feb 5, 2010
#13-9.44%
Jun 2, 2026 - Jun 10, 2026
-0.81%
Nov 1, 2010 - May 3, 2011
#14-8.84%
Apr 15, 2021 - Jun 11, 2021
-0.80%
Oct 9, 2002 - Oct 31, 2002
#15-8.67%
Mar 22, 2024 - May 15, 2024
-0.75%
Jul 10, 2009 - Aug 28, 2009

Correlation

Correlation between IYW and SHY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2002 - 2026)

IYW vs SHY dividend yield comparison.

YearIYWSHY
20260.03%1.47%
20250.14%3.81%
20240.21%3.92%
20230.34%2.99%
20220.50%1.30%
20210.31%0.26%
20200.56%0.94%
20190.72%2.12%
20180.92%1.72%
20170.82%0.98%
20161.14%0.71%
20151.12%0.54%
20141.13%0.36%
20131.06%0.26%
20120.94%0.37%
20110.61%0.81%
20100.43%1.03%
20090.45%2.41%
20080.65%3.41%
20070.21%4.27%
20060.14%4.13%
20050.15%3.05%
20041.44%1.94%
20030.00%1.59%
20020.00%0.78%

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