IYW vs USMV
Comparison between ISHARES U.S. TECHNOLOGY ETF (IYW, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceIYW has outperformed USMV, delivering a return of +19.0% compared to +7.2%
IYW vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYW
$24B
USMV
$24B
Expense Ratio
IYW
0.38%
Winner
USMV
0.15%
Max Drawdown
IYW
81.90%
Winner
USMV
33.10%
Sharpe Ratio
Winner
IYW
1.31
USMV
0.57
5Y Beta
IYW
1.45
Winner
USMV
0.46
P/E Ratio
IYW
34.00
Winner
USMV
24.12
Forward P/E
IYW
22.02
Winner
USMV
20.29
PEG Ratio
IYW
N/A
USMV
0.21
5Y Dividends CAGR
IYW
-5.88%
Winner
USMV
4.73%
5Y EPS CAGR
Winner
IYW
37.10%
USMV
17.43%
Debt to Equity
IYW
55.87%
Winner
USMV
17.90%
P/S Ratio
IYW
7.69
Winner
USMV
2.34
P/B Ratio
IYW
9.41
Winner
USMV
4.51
IYW vs USMV - Holdings Comparison
IYW and USMV have 46 common holdings. Overlap is 20.80%
IYW's top 25 holdings weight is 83.36%. USMV's top 25 holdings weight is 34.38%.
| Rank | IYW | USMV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.73% | MICROSOFT CORP (MSFT) - 1.70% |
| #2 | APPLE INC (AAPL) - 12.62% | AMPHENOL CORP CLASS A (APH) - 1.60% |
| #3 | MICROSOFT CORP (MSFT) - 10.95% | WELLTOWER INC (WELL) - 1.55% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.33% | CHUBB LTD (CB) - 1.53% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.15% | JOHNSON & JOHNSON (JNJ) - 1.52% |
| #6 | BROADCOM INC (AVGO) - 4.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.93% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.04% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.93% | DUKE ENERGY CORP (DUK) - 1.43% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.09% | SOUTHERN CO (SO) - 1.41% |
| #11 | INTEL CORP (INTC) - 2.03% | VERIZON COMMUNICATIONS INC (VZ) - 1.41% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.88% | MOTOROLA SOLUTIONS INC (MSI) - 1.39% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.43% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% |
| #14 | n/a (PLTR) - 1.42% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 1.25% | NVIDIA CORP (NVDA) - 1.36% |
| #16 | ORACLE CORP (ORCL) - 1.24% | MERCK & CO INC (MRK) - 1.32% |
| #17 | KLA CORP (KLAC) - 1.22% | MCKESSON CORP (MCK) - 1.27% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.08% | COCA-COLA CO (KO) - 1.26% |
| #19 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.04% | MASTERCARD INC CLASS A (MA) - 1.25% |
| #20 | AMPHENOL CORP CLASS A (APH) - 1.02% | WASTE CONNECTIONS INC (WCN) - 1.25% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.95% | CENCORA INC (COR) - 1.23% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.91% | NEWMONT CORP (NEM) - 1.23% |
| #23 | ANALOG DEVICES INC (ADI) - 0.90% | CONSOLIDATED EDISON INC (ED) - 1.22% |
| #24 | MARVELL TECHNOLOGY INC (MRVL) - 0.86% | REPUBLIC SERVICES INC (RSG) - 1.21% |
| #25 | QUALCOMM INC (QCOM) - 0.81% | TJX COMPANIES INC (TJX) - 1.11% |
| Total Holdings | 152 | 169 |
IYW vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
IYW
+1.15%
Winner
USMV
+4.85%
3M
IYW
+3.02%
Winner
USMV
+5.73%
6M
Winner
IYW
+28.24%
USMV
+6.00%
1Y
Winner
IYW
+38.61%
USMV
+8.96%
5Y(CAGR)
Winner
IYW
+19.04%
USMV
+7.20%
10Y(CAGR)
Winner
IYW
+24.55%
USMV
+10.09%
Max(CAGR)
IYW
+9.35%
Winner
USMV
+11.85%
IYW vs USMV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYW | USMV |
|---|---|---|
| 2026 | +23.77% | +8.88% |
| 2025 | +25.36% | +7.81% |
| 2024 | +33.77% | +15.30% |
| 2023 | +66.65% | +10.24% |
| 2022 | -35.16% | -8.86% |
| 2021 | +37.48% | +22.56% |
| 2020 | +44.47% | +5.60% |
| 2019 | +46.32% | +28.82% |
| 2018 | -2.40% | +1.39% |
| 2017 | +35.59% | +18.60% |
| 2016 | +15.48% | +11.96% |
| 2015 | +4.03% | +5.37% |
| 2014 | +20.70% | +17.49% |
| 2013 | +22.71% | +22.60% |
| 2012 | +9.98% | +10.87% |
| 2011 | -1.28% | +5.67% |
| 2010 | +10.59% | N/A |
| 2009 | +57.56% | N/A |
| 2008 | -42.02% | N/A |
| 2007 | +14.50% | N/A |
| 2006 | +7.37% | N/A |
| 2005 | +3.73% | N/A |
| 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 USMV Drawdown Comparison
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current IYW drawdown is -4.86%. The current USMV drawdown is -0.14%.
| Rank | IYW | USMV |
|---|---|---|
| #1 | -81.90% Jul 17, 2000 - Jan 24, 2017 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -39.44% Dec 27, 2021 - Nov 20, 2023 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -30.47% Feb 19, 2020 - Jun 5, 2020 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -26.47% Feb 18, 2025 - Jun 24, 2025 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -23.96% Aug 29, 2018 - Mar 21, 2019 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -17.81% Oct 29, 2025 - Apr 22, 2026 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -16.11% Jul 10, 2024 - Nov 7, 2024 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -13.30% Sep 2, 2020 - Dec 4, 2020 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -12.91% Apr 29, 2019 - Jul 12, 2019 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -12.52% Jun 2, 2026 - Jul 29, 2026 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -11.44% Feb 12, 2021 - Apr 8, 2021 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -10.54% Jan 26, 2018 - Feb 26, 2018 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -10.21% Mar 12, 2018 - Jun 1, 2018 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -8.84% Apr 15, 2021 - Jun 11, 2021 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -8.67% Mar 22, 2024 - May 15, 2024 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between IYW and USMV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
IYW vs USMV dividend yield comparison.
| Year | IYW | USMV |
|---|---|---|
| 2026 | 0.06% | 0.68% |
| 2025 | 0.14% | 1.49% |
| 2024 | 0.21% | 1.67% |
| 2023 | 0.34% | 1.82% |
| 2022 | 0.50% | 1.62% |
| 2021 | 0.31% | 1.26% |
| 2020 | 0.56% | 1.81% |
| 2019 | 0.72% | 1.88% |
| 2018 | 0.92% | 2.12% |
| 2017 | 0.82% | 1.77% |
| 2016 | 1.14% | 2.22% |
| 2015 | 1.12% | 2.02% |
| 2014 | 1.13% | 1.88% |
| 2013 | 1.06% | 2.18% |
| 2012 | 0.94% | 1.96% |
| 2011 | 0.61% | 0.29% |
| 2010 | 0.43% | 0.00% |
| 2009 | 0.45% | 0.00% |
| 2008 | 0.65% | 0.00% |
| 2007 | 0.21% | 0.00% |
| 2006 | 0.14% | 0.00% |
| 2005 | 0.15% | 0.00% |
| 2004 | 1.44% | 0.00% |
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