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IYY vs FLTR

Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and VANECK IG FLOATING RATE ETF (FLTR, ETF).

5-Year PerformanceIYY has outperformed FLTR, delivering a return of +12.4% compared to +4.4%

IYY vs FLTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYY
$2.60B
Winner
FLTR
$2.70B
Expense Ratio
IYY
0.20%
Winner
FLTR
0.14%
Max Drawdown
IYY
56.28%
Winner
FLTR
18.00%
Sharpe Ratio
IYY
2.00
Winner
FLTR
2.28
5Y Beta
IYY
0.98
Winner
FLTR
0.05
P/E Ratio
IYY
28.73
FLTR
N/A
Forward P/E
IYY
21.31
FLTR
N/A
5Y Dividends CAGR
IYY
9.44%
Winner
FLTR
37.19%
5Y EPS CAGR
IYY
28.23%
FLTR
N/A
Debt to Equity
IYY
36.18%
FLTR
N/A
P/S Ratio
IYY
3.39
FLTR
N/A
P/B Ratio
IYY
5.19
FLTR
N/A

IYY vs FLTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYY
+8.82%
FLTR
+0.60%
3M
Winner
IYY
+6.30%
FLTR
+0.91%
6M
Winner
IYY
+10.21%
FLTR
+2.42%
1Y
Winner
IYY
+31.40%
FLTR
+5.51%
5Y(CAGR)
Winner
IYY
+12.41%
FLTR
+4.42%
10Y(CAGR)
Winner
IYY
+15.03%
FLTR
+3.51%
Max(CAGR)
Winner
IYY
+8.34%
FLTR
+2.52%

IYY vs FLTR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYYFLTR
2026+8.03%+1.49%
2025+17.42%+5.22%
2024+25.12%+7.29%
2023+27.02%+7.23%
2022-19.98%+0.70%
2021+28.14%+0.51%
2020+19.15%+1.44%
2019+30.69%+5.62%
2018-5.87%+0.26%
2017+20.44%+2.76%
2016+13.81%+2.63%
2015+0.62%-0.42%
2014+13.91%+0.51%
2013+29.38%+1.87%
2012+14.37%+8.82%
2011+0.06%-7.10%
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 FLTR Drawdown Comparison

The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

The maximum drawdown for FLTR was -17.84%, occurring on Mar 18, 2020. Recovery took 131 trading sessions.

RankIYYFLTR
#1-55.16%
Oct 9, 2007 - Mar 13, 2012		-17.84%
Feb 21, 2020 - Aug 27, 2020
#2-48.49%
Sep 1, 2000 - Oct 12, 2006		-7.80%
May 12, 2011 - Oct 9, 2012
#3-34.90%
Feb 19, 2020 - Aug 12, 2020		-3.06%
Oct 5, 2021 - Dec 16, 2022
#4-25.46%
Dec 27, 2021 - Dec 14, 2023		-2.61%
Mar 9, 2023 - May 10, 2023
#5-19.86%
Sep 20, 2018 - Apr 12, 2019		-2.36%
Sep 18, 2014 - Jul 11, 2016
#6-19.06%
Feb 19, 2025 - Jun 26, 2025		-1.93%
Apr 2, 2025 - May 8, 2025
#7-14.48%
Jun 23, 2015 - Jun 7, 2016		-1.88%
Oct 8, 2018 - Feb 7, 2019
#8-10.01%
Apr 2, 2012 - Aug 17, 2012		-1.74%
Oct 31, 2012 - Mar 27, 2013
#9-9.56%
Jan 26, 2018 - Jul 25, 2018		-1.17%
Oct 9, 2012 - Oct 25, 2012
#10-9.39%
Sep 2, 2020 - Nov 11, 2020		-0.95%
Jun 10, 2013 - Sep 6, 2013
#11-9.34%
Jul 19, 2007 - Oct 5, 2007		-0.74%
Jul 31, 2024 - Aug 15, 2024
#12-8.94%
Jan 27, 2026 - Apr 14, 2026		-0.60%
Oct 25, 2012 - Oct 31, 2012
#13-8.53%
Jul 16, 2024 - Sep 19, 2024		-0.44%
Nov 11, 2013 - Jan 2, 2014
#14-7.49%
Sep 18, 2014 - Oct 31, 2014		-0.43%
Jul 25, 2014 - Aug 21, 2014
#15-7.44%
Sep 14, 2012 - Jan 2, 2013		-0.40%
Apr 1, 2013 - May 6, 2013

Correlation

Correlation between IYY and FLTR 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 FLTR dividend yield comparison.

YearIYYFLTR
20260.20%1.44%
20250.95%4.97%
20241.05%5.93%
20231.29%6.07%
20221.48%2.29%
20211.04%0.63%
20201.31%1.49%
20191.80%3.05%
20181.97%2.67%
20171.62%1.69%
20161.81%1.16%
20151.97%0.71%
20141.66%0.66%
20131.62%0.65%
20121.99%1.04%
20111.84%0.60%
20101.62%0.00%
20091.77%0.00%
20082.63%0.00%
20071.57%0.00%
20061.47%0.00%
20051.55%0.00%
20041.59%0.00%
20031.27%0.00%
20021.46%0.00%
20011.07%0.00%
20000.41%0.00%

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