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IYY vs SPY

Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IYY, delivering a return of +13.2% compared to +12.3%

IYY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYY
$3B
Winner
SPY
$784B
Expense Ratio
IYY
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
IYY
56.28%
SPY
56.47%
Sharpe Ratio
IYY
1.50
Winner
SPY
1.54
5Y Beta
Winner
IYY
0.98
SPY
1.00
P/E Ratio
Winner
IYY
27.57
SPY
27.62
Forward P/E
Winner
IYY
20.32
SPY
21.11
5Y Dividends CAGR
IYY
5.54%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
IYY
27.30%
SPY
25.30%
Debt to Equity
IYY
43.41%
Winner
SPY
31.11%
P/S Ratio
Winner
IYY
3.24
SPY
3.49
P/B Ratio
Winner
IYY
4.95
SPY
5.30

IYY vs SPY - Holdings Comparison

IYY and SPY have 462 common holdings. Overlap is 75.92%

IYY's top 25 holdings weight is 45.79%. SPY's top 25 holdings weight is 51.24%.

RankIYYSPY
#1
NVIDIA CORP (NVDA) - 7.26%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 6.33%
APPLE INC (AAPL) - 6.81%
#3
MICROSOFT CORP (MSFT) - 4.21%
MICROSOFT CORP (MSFT) - 4.53%
#4
AMAZON.COM INC (AMZN) - 3.46%
AMAZON.COM INC (AMZN) - 3.72%
#5
ALPHABET INC CLASS A (GOOGL) - 3.15%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BROADCOM INC (AVGO) - 2.57%
BROADCOM INC (AVGO) - 2.77%
#7
ALPHABET INC CLASS C (GOOG) - 2.53%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
META PLATFORMS INC CLASS A (META) - 1.89%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MICRON TECHNOLOGY INC (MU) - 1.65%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
TESLA INC (TSLA) - 1.64%
TESLA INC (TSLA) - 1.76%
#11
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
JPMORGAN CHASE & CO (JPM) - 1.29%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ELI LILLY AND CO (LLY) - 1.28%
ELI LILLY AND CO (LLY) - 1.38%
#14
ADVANCED MICRO DEVICES INC (AMD) - 1.19%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
EXXON MOBIL CORP (XOM) - 0.85%
EXXON MOBIL CORP (XOM) - 0.92%
#16
JOHNSON & JOHNSON (JNJ) - 0.82%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
VISA INC CLASS A (V) - 0.81%
VISA INC CLASS A (V) - 0.87%
#18
INTEL CORP (INTC) - 0.79%
INTEL CORP (INTC) - 0.85%
#19
WALMART INC (WMT) - 0.76%
WALMART INC (WMT) - 0.82%
#20
CISCO SYSTEMS INC (CSCO) - 0.68%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
TJX COMPANIES INC (TJX) - 0.27%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
AMGEN INC (AMGN) - 0.27%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
THE WALT DISNEY CO (DIS) - 0.26%
CATERPILLAR INC (CAT) - 0.68%
#24
AMERICAN EXPRESS CO (AXP) - 0.26%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
BOEING CO (BA) - 0.26%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings919505

IYY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYY
-1.02%
SPY
-1.37%
3M
Winner
IYY
+12.30%
SPY
+12.22%
6M
Winner
IYY
+7.27%
SPY
+7.20%
1Y
IYY
+23.30%
Winner
SPY
+23.58%
5Y(CAGR)
IYY
+12.25%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
IYY
+15.56%
SPY
+15.12%
Max(CAGR)
Winner
IYY
+9.74%
SPY
+8.44%

IYY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYYSPY
2026+8.05%+7.95%
2025+17.42%+18.00%
2024+25.12%+25.59%
2023+27.02%+26.72%
2022-19.98%-18.64%
2021+28.14%+30.52%
2020+20.64%+17.28%
2019+33.23%+31.09%
2018-4.13%-5.24%
2017+22.53%+20.78%
2016+15.98%+13.59%
2015+2.59%+1.31%
2014+15.87%+14.56%
2013+31.70%+29.00%
2012+16.67%+14.17%
2011+1.92%+0.85%
2010+16.66%+13.14%
2009+27.65%+22.67%
2008-34.94%-36.25%
2007+7.50%+5.32%
2006+15.35%+13.85%
2005+8.85%+5.32%
2004+14.04%+10.75%
2003+28.33%+24.18%
2002-21.27%-22.42%
2001-7.59%-10.13%
2000-8.70%-8.84%
1999N/A+8.61%

IYY vs SPY Drawdown Comparison

The maximum drawdown for IYY was -54.03%, occurring on Mar 9, 2009. Recovery took 843 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IYY drawdown is -3.04%. The current SPY drawdown is -3.18%.

RankIYYSPY
#1-54.03%
Oct 9, 2007 - Feb 14, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.31%
Sep 1, 2000 - Jan 4, 2006		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.90%
Feb 19, 2020 - Aug 6, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.46%
Dec 27, 2021 - Dec 14, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.37%
Jul 7, 2011 - Feb 3, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.15%
Oct 1, 2018 - Apr 3, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.06%
Feb 19, 2025 - Jun 26, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.48%
Jul 20, 2015 - Apr 18, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.01%
Apr 2, 2012 - Aug 16, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.56%
Jan 26, 2018 - Jul 18, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.34%
Jul 19, 2007 - Oct 1, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.01%
Sep 2, 2020 - Nov 9, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.94%
Jan 27, 2026 - Apr 14, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.53%
Jul 16, 2024 - Sep 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.19%
May 5, 2006 - Sep 20, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IYY and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

IYY vs SPY dividend yield comparison.

YearIYYSPY
20260.40%0.50%
20250.95%1.07%
20241.05%1.21%
20231.29%1.40%
20221.48%1.65%
20211.04%1.20%
20202.26%1.52%
20193.59%1.75%
20183.95%2.04%
20173.23%1.80%
20163.63%2.03%
20153.93%2.06%
20143.32%1.87%
20133.25%1.81%
20123.98%2.18%
20113.67%2.05%
20103.23%1.80%
20093.54%1.95%
20085.27%3.02%
20073.14%1.85%
20062.93%1.73%
20053.10%1.73%
20043.19%1.82%
20032.53%1.47%
20022.93%1.70%
20012.14%1.25%
20000.82%1.15%
19990.00%0.24%

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