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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 +13.3% compared to +12.5%

IYY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYY
$3B
Winner
SPY
$781B
Expense Ratio
IYY
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
IYY
56.28%
SPY
56.47%
Sharpe Ratio
IYY
1.39
Winner
SPY
1.42
5Y Beta
Winner
IYY
0.98
SPY
1.00
P/E Ratio
Winner
IYY
26.46
SPY
26.48
Forward P/E
Winner
IYY
20.05
SPY
20.90
PEG Ratio
IYY
N/A
SPY
0.30
5Y Dividends CAGR
IYY
5.54%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
IYY
28.15%
SPY
26.40%
Debt to Equity
IYY
59.81%
Winner
SPY
48.17%
P/S Ratio
Winner
IYY
3.44
SPY
3.72
P/B Ratio
Winner
IYY
5.18
SPY
5.55

IYY vs SPY - Holdings Comparison

IYY and SPY have 462 common holdings. Overlap is 76.20%

IYY's top 25 holdings weight is 46.26%. SPY's top 25 holdings weight is 51.49%.

RankIYYSPY
#1
NVIDIA CORP (NVDA) - 7.24%
NVIDIA CORP (NVDA) - 7.76%
#2
APPLE INC (AAPL) - 6.94%
APPLE INC (AAPL) - 7.44%
#3
MICROSOFT CORP (MSFT) - 4.26%
MICROSOFT CORP (MSFT) - 4.56%
#4
AMAZON.COM INC (AMZN) - 3.49%
AMAZON.COM INC (AMZN) - 3.74%
#5
ALPHABET INC CLASS A (GOOGL) - 2.93%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
BROADCOM INC (AVGO) - 2.64%
BROADCOM INC (AVGO) - 2.83%
#7
ALPHABET INC CLASS C (GOOG) - 2.36%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
META PLATFORMS INC CLASS A (META) - 2.04%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
MICRON TECHNOLOGY INC (MU) - 1.58%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
TESLA INC (TSLA) - 1.54%
TESLA INC (TSLA) - 1.65%
#11
ELI LILLY AND CO (LLY) - 1.34%
ELI LILLY AND CO (LLY) - 1.44%
#12
JPMORGAN CHASE & CO (JPM) - 1.33%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
EXXONMOBIL HOLDINGS CORP (XOM) - 0.91%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
JOHNSON & JOHNSON (JNJ) - 0.87%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
VISA INC CLASS A (V) - 0.85%
VISA INC CLASS A (V) - 0.91%
#18
INTEL CORP (INTC) - 0.72%
INTEL CORP (INTC) - 0.77%
#19
WALMART INC (WMT) - 0.70%
WALMART INC (WMT) - 0.75%
#20
ABBVIE INC (ABBV) - 0.65%
ABBVIE INC (ABBV) - 0.70%
#21
QUALCOMM INC (QCOM) - 0.26%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
VERIZON COMMUNICATIONS INC (VZ) - 0.26%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
ARISTA NETWORKS INC (ANET) - 0.26%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
MARVELL TECHNOLOGY INC (MRVL) - 0.26%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
NEXTERA ENERGY INC (NEE) - 0.26%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings925505

IYY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYY
+3.47%
SPY
+3.42%
3M
Winner
IYY
+6.28%
SPY
+5.97%
6M
Winner
IYY
+12.66%
SPY
+12.56%
1Y
IYY
+23.38%
Winner
SPY
+23.65%
5Y(CAGR)
IYY
+12.46%
Winner
SPY
+13.33%
10Y(CAGR)
IYY
+14.89%
Winner
SPY
+15.34%
Max(CAGR)
IYY
+8.48%
Winner
SPY
+8.61%

IYY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYYSPY
2026+13.88%+13.79%
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+19.15%+17.28%
2019+30.69%+31.09%
2018-5.87%-5.24%
2017+20.44%+20.78%
2016+13.81%+13.59%
2015+0.62%+1.31%
2014+13.91%+14.56%
2013+29.38%+29.00%
2012+14.37%+14.17%
2011+0.06%+0.85%
2010+14.63%+13.14%
2009+25.06%+22.67%
2008-36.28%-36.25%
2007+5.85%+5.32%
2006+13.57%+13.85%
2005+7.14%+5.32%
2004+12.15%+10.75%
2003+26.50%+24.18%
2002-22.31%-22.42%
2001-8.58%-10.13%
2000-9.07%-8.84%
1999N/A+8.61%

IYY vs SPY Drawdown Comparison

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

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

RankIYYSPY
#1-55.16%
Oct 9, 2007 - Mar 13, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.49%
Sep 1, 2000 - Oct 12, 2006		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.90%
Feb 19, 2020 - Aug 12, 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
#5-19.86%
Sep 20, 2018 - Apr 12, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.06%
Feb 19, 2025 - Jun 26, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.48%
Jun 23, 2015 - Jun 7, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.01%
Apr 2, 2012 - Aug 17, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.56%
Jan 26, 2018 - Jul 25, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.39%
Sep 2, 2020 - Nov 11, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.34%
Jul 19, 2007 - Oct 5, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.94%
Jan 27, 2026 - Apr 14, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.53%
Jul 16, 2024 - Sep 19, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.49%
Sep 18, 2014 - Oct 31, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.44%
Sep 14, 2012 - Jan 2, 2013		-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
20260.38%0.48%
20250.95%1.07%
20241.05%1.21%
20231.29%1.40%
20221.48%1.65%
20211.04%1.20%
20201.31%1.52%
20191.80%1.75%
20181.97%2.04%
20171.62%1.80%
20161.81%2.03%
20151.97%2.06%
20141.66%1.87%
20131.62%1.81%
20121.99%2.18%
20111.84%2.05%
20101.62%1.80%
20091.77%1.95%
20082.63%3.02%
20071.57%1.85%
20061.47%1.73%
20051.55%1.73%
20041.59%1.82%
20031.27%1.47%
20021.46%1.70%
20011.07%1.25%
20000.41%1.15%
19990.00%0.24%

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