IYY vs VTEC

Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).

IYY vs VTEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYY(ETF)	VTEC(ETF)
Net Assets	$3B	$3.10B
Expense Ratio	0.20%	0.06%
Max Drawdown	56.28%	5.70%
Sharpe Ratio	1.39	0.50
5Y Beta	0.98	0.05
P/E Ratio	26.46	N/A
Forward P/E	20.05	N/A
5Y Dividends CAGR	5.54%	N/A
5Y EPS CAGR	28.15%	N/A
Debt to Equity	59.81%	N/A
P/S Ratio	3.44	N/A
P/B Ratio	5.18	N/A

Net Assets

IYY

$3B

Winner

VTEC

$3.10B

Expense Ratio

IYY

0.20%

Winner

VTEC

0.06%

Max Drawdown

IYY

56.28%

Winner

VTEC

5.70%

Sharpe Ratio

Winner

IYY

1.39

VTEC

0.50

5Y Beta

IYY

0.98

Winner

VTEC

0.05

P/E Ratio

IYY

26.46

VTEC

N/A

Forward P/E

IYY

20.05

VTEC

N/A

5Y Dividends CAGR

IYY

5.54%

VTEC

N/A

5Y EPS CAGR

IYY

28.15%

VTEC

N/A

Debt to Equity

IYY

59.81%

VTEC

N/A

P/S Ratio

IYY

3.44

VTEC

N/A

P/B Ratio

IYY

5.18

VTEC

N/A

IYY vs VTEC - Historical Returns

Returns include dividend reinvestment.

Period	IYY	VTEC
1 month	+3.47%	-0.83%
3 months	+6.28%	+0.18%
6 months	+12.66%	-0.34%
1 year	+23.38%	+5.14%
5 years(CAGR)	+12.46%	N/A
10 years(CAGR)	+14.89%	N/A
Max(CAGR)	+8.48%	+2.41%

Winner

IYY

+3.47%

VTEC

-0.83%

Winner

IYY

+6.28%

VTEC

+0.18%

Winner

IYY

+12.66%

VTEC

-0.34%

Winner

IYY

+23.38%

VTEC

+5.14%

5Y(CAGR)

IYY

+12.46%

VTEC

N/A

10Y(CAGR)

IYY

+14.89%

VTEC

N/A

Max(CAGR)

Winner

IYY

+8.48%

VTEC

+2.41%

IYY vs VTEC - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYY	VTEC
2026	+13.88%	+0.65%
2025	+17.42%	+3.86%
2024	+25.12%	+1.42%
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 VTEC Drawdown Comparison

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

The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.

The current VTEC drawdown is -1.11%.

Rank	IYY	VTEC
#1	-55.16% Oct 9, 2007 - Mar 13, 2012	-4.50% Dec 2, 2024 - Sep 8, 2025
#2	-48.49% Sep 1, 2000 - Oct 12, 2006	-2.85% Feb 27, 2026 - Mar 27, 2026
#3	-34.90% Feb 19, 2020 - Aug 12, 2020	-2.43% Feb 1, 2024 - Aug 1, 2024
#4	-25.46% Dec 27, 2021 - Dec 14, 2023	-2.13% Oct 1, 2024 - Dec 2, 2024
#5	-19.86% Sep 20, 2018 - Apr 12, 2019	-0.79% Aug 6, 2024 - Sep 5, 2024
#6	-19.06% Feb 19, 2025 - Jun 26, 2025	-0.47% Sep 17, 2025 - Oct 10, 2025
#7	-14.48% Jun 23, 2015 - Jun 7, 2016	-0.44% Nov 26, 2025 - Dec 24, 2025
#8	-10.01% Apr 2, 2012 - Aug 17, 2012	-0.42% Nov 11, 2025 - Nov 26, 2025
#9	-9.56% Jan 26, 2018 - Jul 25, 2018	-0.34% Oct 29, 2025 - Nov 11, 2025
#10	-9.39% Sep 2, 2020 - Nov 11, 2020	-0.31% Jan 14, 2026 - Jan 30, 2026
#11	-9.34% Jul 19, 2007 - Oct 5, 2007	-0.16% Sep 27, 2024 - Oct 1, 2024
#12	-8.94% Jan 27, 2026 - Apr 14, 2026	-0.12% Sep 10, 2024 - Sep 13, 2024
#13	-8.53% Jul 16, 2024 - Sep 19, 2024	-0.11% Sep 17, 2024 - Sep 26, 2024
#14	-7.49% Sep 18, 2014 - Oct 31, 2014	-0.10% Sep 8, 2025 - Sep 10, 2025
#15	-7.44% Sep 14, 2012 - Jan 2, 2013	-0.09% Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between IYY and VTEC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

IYY vs VTEC dividend yield comparison.

Year	IYY	VTEC
2026	0.38%	1.82%
2025	0.95%	3.13%
2024	1.05%	2.54%
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%