IYY vs BDYN
Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and iShares Dynamic Equity Active ETF (BDYN, ETF).
IYY vs BDYN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYY
$3B
BDYN
$3B
Expense Ratio
Winner
IYY
0.20%
BDYN
0.40%
Max Drawdown
IYY
56.28%
Winner
BDYN
10.85%
Sharpe Ratio
Winner
IYY
1.30
BDYN
0.79
5Y Beta
Winner
IYY
0.98
BDYN
1.06
P/E Ratio
Winner
IYY
28.16
BDYN
31.37
Forward P/E
Winner
IYY
20.63
BDYN
21.22
PEG Ratio
IYY
N/A
BDYN
0.27
5Y Dividends CAGR
IYY
5.54%
BDYN
N/A
5Y EPS CAGR
IYY
27.68%
Winner
BDYN
35.10%
Debt to Equity
IYY
40.66%
BDYN
N/A
P/S Ratio
IYY
3.40
Winner
BDYN
0.63
P/B Ratio
Winner
IYY
5.21
BDYN
8.85
IYY vs BDYN - Holdings Comparison
IYY and BDYN have 56 common holdings. Overlap is 28.16%
IYY's top 25 holdings weight is 45.88%. BDYN's top 25 holdings weight is 51.82%.
| Rank | IYY | BDYN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.15% | NVIDIA CORP (NVDA) - 5.80% |
| #2 | APPLE INC (AAPL) - 6.66% | APPLE INC (AAPL) - 5.01% |
| #3 | MICROSOFT CORP (MSFT) - 4.12% | ALPHABET INC CLASS C (GOOG) - 4.99% |
| #4 | AMAZON.COM INC (AMZN) - 3.45% | CAD/USD PURCHASED (n/a) - 3.28% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.07% | MICRON TECHNOLOGY INC (MU) - 3.28% |
| #6 | BROADCOM INC (AVGO) - 2.66% | AMAZON.COM INC (AMZN) - 3.01% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.45% | BROADCOM INC (AVGO) - 2.54% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.92% | MICROSOFT CORP (MSFT) - 2.30% |
| #9 | TESLA INC (TSLA) - 1.60% | ELI LILLY AND CO (LLY) - 2.11% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.55% | SPDR® GOLD SHARES (GLD) - 1.93% |
| #11 | ELI LILLY AND CO (LLY) - 1.39% | ASML HOLDING NV ADR (ASML) - 1.90% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | CHF/USD PURCHASED (n/a) - 1.86% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.28% | META PLATFORMS INC CLASS A (META) - 1.73% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | AUD/USD PURCHASED (n/a) - 1.60% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.92% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.38% |
| #16 | EXXON MOBIL CORP (XOM) - 0.85% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.29% |
| #17 | VISA INC CLASS A (V) - 0.83% | CASH OFFSET (n/a) - 1.25% |
| #18 | INTEL CORP (INTC) - 0.75% | n/a (TSM) - 1.23% |
| #19 | WALMART INC (WMT) - 0.72% | TESLA INC (TSLA) - 1.23% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.66% | GE VERNOVA INC (GEV) - 1.22% |
| #21 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | MCKESSON CORP (MCK) - 0.59% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.27% | BAE SYSTEMS PLC ADR (BAESY) - 0.58% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.26% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.57% |
| #24 | BOEING CO (BA) - 0.26% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.57% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.26% | WILLIAMS COMPANIES INC (WMB) - 0.57% |
| Total Holdings | 884 | 359 |
IYY vs BDYN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYY
-0.17%
BDYN
-0.29%
3M
Winner
IYY
+8.56%
BDYN
+7.18%
6M
Winner
IYY
+9.37%
BDYN
+6.90%
1Y
Winner
IYY
+21.26%
BDYN
+12.47%
5Y(CAGR)
IYY
+12.20%
BDYN
N/A
10Y(CAGR)
IYY
+14.67%
BDYN
N/A
Max(CAGR)
IYY
+8.38%
Winner
BDYN
+15.27%
IYY vs BDYN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYY | BDYN |
|---|---|---|
| 2026 | +10.63% | +8.02% |
| 2025 | +17.42% | +3.68% |
| 2024 | +25.12% | N/A |
| 2023 | +27.02% | N/A |
| 2022 | -19.98% | N/A |
| 2021 | +28.14% | N/A |
| 2020 | +19.15% | N/A |
| 2019 | +30.69% | N/A |
| 2018 | -5.87% | N/A |
| 2017 | +20.44% | N/A |
| 2016 | +13.81% | N/A |
| 2015 | +0.62% | N/A |
| 2014 | +13.91% | N/A |
| 2013 | +29.38% | N/A |
| 2012 | +14.37% | N/A |
| 2011 | +0.06% | N/A |
| 2010 | +14.63% | N/A |
| 2009 | +25.06% | N/A |
| 2008 | -36.28% | N/A |
| 2007 | +5.85% | N/A |
| 2006 | +13.57% | N/A |
| 2005 | +7.14% | N/A |
| 2004 | +12.15% | N/A |
| 2003 | +26.50% | N/A |
| 2002 | -22.31% | N/A |
| 2001 | -8.58% | N/A |
| 2000 | -9.07% | N/A |
IYY vs BDYN Drawdown Comparison
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current IYY drawdown is -0.72%. The current BDYN drawdown is -0.54%.
| Rank | IYY | BDYN |
|---|---|---|
| #1 | -55.16% Oct 9, 2007 - Mar 13, 2012 | -10.85% Feb 9, 2026 - May 1, 2026 |
| #2 | -48.49% Sep 1, 2000 - Oct 12, 2006 | -5.18% Oct 28, 2025 - Dec 10, 2025 |
| #3 | -34.90% Feb 19, 2020 - Aug 12, 2020 | -4.58% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -25.46% Dec 27, 2021 - Dec 14, 2023 | -3.33% Jan 28, 2026 - Feb 9, 2026 |
| #5 | -19.86% Sep 20, 2018 - Apr 12, 2019 | -2.98% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -19.06% Feb 19, 2025 - Jun 26, 2025 | -2.87% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -14.48% Jun 23, 2015 - Jun 7, 2016 | -2.33% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -10.01% Apr 2, 2012 - Aug 17, 2012 | -2.19% May 14, 2026 - May 26, 2026 |
| #9 | -9.56% Jan 26, 2018 - Jul 25, 2018 | -1.52% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -9.39% Sep 2, 2020 - Nov 11, 2020 | -1.38% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -9.34% Jul 19, 2007 - Oct 5, 2007 | -1.02% Oct 20, 2025 - Oct 24, 2025 |
| #12 | -8.94% Jan 27, 2026 - Apr 14, 2026 | -0.82% May 6, 2026 - May 11, 2026 |
| #13 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -0.64% Oct 6, 2025 - Oct 8, 2025 |
| #14 | -7.49% Sep 18, 2014 - Oct 31, 2014 | -0.62% May 1, 2026 - May 5, 2026 |
| #15 | -7.44% Sep 14, 2012 - Jan 2, 2013 | -0.39% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between IYY and BDYN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYY vs BDYN dividend yield comparison.
| Year | IYY | BDYN |
|---|---|---|
| 2026 | 0.39% | 0.00% |
| 2025 | 0.95% | 2.18% |
| 2024 | 1.05% | 0.00% |
| 2023 | 1.29% | 0.00% |
| 2022 | 1.48% | 0.00% |
| 2021 | 1.04% | 0.00% |
| 2020 | 1.31% | 0.00% |
| 2019 | 1.80% | 0.00% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.62% | 0.00% |
| 2016 | 1.81% | 0.00% |
| 2015 | 1.97% | 0.00% |
| 2014 | 1.66% | 0.00% |
| 2013 | 1.62% | 0.00% |
| 2012 | 1.99% | 0.00% |
| 2011 | 1.84% | 0.00% |
| 2010 | 1.62% | 0.00% |
| 2009 | 1.77% | 0.00% |
| 2008 | 2.63% | 0.00% |
| 2007 | 1.57% | 0.00% |
| 2006 | 1.47% | 0.00% |
| 2005 | 1.55% | 0.00% |
| 2004 | 1.59% | 0.00% |
| 2003 | 1.27% | 0.00% |
| 2002 | 1.46% | 0.00% |
| 2001 | 1.07% | 0.00% |
| 2000 | 0.41% | 0.00% |
Select Stocks to Compare
Popular: IYY vs SPYBDYN vs SPY
More Comparisons
Compare with similar stocks