IYY vs USO
Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and United States Oil Fund (USO, ETF).
5-Year PerformanceUSO has outperformed IYY, delivering a return of +24.6% compared to +12.4%
IYY vs USO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYY
$2.60B
USO
$2.60B
Expense Ratio
Winner
IYY
0.20%
USO
0.86%
Max Drawdown
Winner
IYY
56.28%
USO
98.19%
Sharpe Ratio
Winner
IYY
2.00
USO
1.86
5Y Beta
IYY
0.98
Winner
USO
0.08
P/E Ratio
IYY
28.73
USO
N/A
Forward P/E
IYY
21.31
USO
N/A
5Y Dividends CAGR
IYY
9.44%
USO
N/A
5Y EPS CAGR
IYY
28.23%
USO
N/A
Debt to Equity
IYY
36.18%
USO
N/A
P/S Ratio
IYY
3.39
USO
N/A
P/B Ratio
IYY
5.19
USO
N/A
IYY vs USO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYY
+8.82%
USO
+7.23%
3M
IYY
+6.30%
Winner
USO
+71.23%
6M
IYY
+10.21%
Winner
USO
+87.47%
1Y
IYY
+31.40%
Winner
USO
+103.64%
5Y(CAGR)
IYY
+12.41%
Winner
USO
+24.62%
10Y(CAGR)
Winner
IYY
+15.03%
USO
+4.57%
Max(CAGR)
Winner
IYY
+8.34%
USO
-6.76%
IYY vs USO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYY | USO |
|---|---|---|
| 2026 | +8.03% | +93.72% |
| 2025 | +17.42% | -10.10% |
| 2024 | +25.12% | +14.87% |
| 2023 | +27.02% | -1.46% |
| 2022 | -19.98% | +27.87% |
| 2021 | +28.14% | +67.88% |
| 2020 | +19.15% | -67.79% |
| 2019 | +30.69% | +30.05% |
| 2018 | -5.87% | -19.97% |
| 2017 | +20.44% | +4.98% |
| 2016 | +13.81% | +6.74% |
| 2015 | +0.62% | -44.70% |
| 2014 | +13.91% | -40.52% |
| 2013 | +29.38% | +4.44% |
| 2012 | +14.37% | -15.92% |
| 2011 | +0.06% | -2.41% |
| 2010 | +14.63% | -3.15% |
| 2009 | +25.06% | +10.24% |
| 2008 | -36.28% | -57.82% |
| 2007 | +5.85% | +53.36% |
| 2006 | +13.57% | -24.14% |
| 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 USO Drawdown Comparison
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.
The current USO drawdown is -85.79%.
| Rank | IYY | USO |
|---|---|---|
| #1 | -55.16% Oct 9, 2007 - Mar 13, 2012 | -98.19% Jul 14, 2008 - Apr 28, 2020 |
| #2 | -48.49% Sep 1, 2000 - Oct 12, 2006 | -40.98% Jul 13, 2006 - Oct 31, 2007 |
| #3 | -34.90% Feb 19, 2020 - Aug 12, 2020 | -12.04% Jan 2, 2008 - Feb 19, 2008 |
| #4 | -25.46% Dec 27, 2021 - Dec 14, 2023 | -11.18% Nov 20, 2007 - Jan 2, 2008 |
| #5 | -19.86% Sep 20, 2018 - Apr 12, 2019 | -10.48% Apr 21, 2006 - Jul 13, 2006 |
| #6 | -19.06% Feb 19, 2025 - Jun 26, 2025 | -8.61% May 21, 2008 - Jun 6, 2008 |
| #7 | -14.48% Jun 23, 2015 - Jun 7, 2016 | -7.97% Mar 13, 2008 - Apr 9, 2008 |
| #8 | -10.01% Apr 2, 2012 - Aug 17, 2012 | -6.15% Jul 2, 2008 - Jul 11, 2008 |
| #9 | -9.56% Jan 26, 2018 - Jul 25, 2018 | -5.85% Nov 6, 2007 - Nov 20, 2007 |
| #10 | -9.39% Sep 2, 2020 - Nov 11, 2020 | -5.55% Apr 28, 2008 - May 5, 2008 |
| #11 | -9.34% Jul 19, 2007 - Oct 5, 2007 | -4.69% Jun 6, 2008 - Jun 26, 2008 |
| #12 | -8.94% Jan 27, 2026 - Apr 14, 2026 | -2.55% Feb 28, 2008 - Mar 5, 2008 |
| #13 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -2.51% Feb 20, 2008 - Feb 26, 2008 |
| #14 | -7.49% Sep 18, 2014 - Oct 31, 2014 | -2.08% Apr 23, 2008 - Apr 25, 2008 |
| #15 | -7.44% Sep 14, 2012 - Jan 2, 2013 | -1.97% May 9, 2008 - May 16, 2008 |
Correlation
Correlation between IYY and USO is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.63
-101
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