IYZ vs SPY
Comparison between ISHARES U.S. TELECOMMUNICATIONS ETF (IYZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IYZ, delivering a return of +13.3% compared to +7.2%
IYZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYZ
$966M
Winner
SPY
$735B
Expense Ratio
IYZ
0.38%
Winner
SPY
0.09%
Max Drawdown
IYZ
79.53%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IYZ
2.22
SPY
1.62
5Y Beta
Winner
IYZ
0.75
SPY
1.00
P/E Ratio
IYZ
61.61
Winner
SPY
28.99
Forward P/E
Winner
IYZ
16.91
SPY
22.37
5Y Dividends CAGR
IYZ
1.34%
Winner
SPY
5.43%
5Y EPS CAGR
IYZ
10.09%
Winner
SPY
26.05%
Debt to Equity
IYZ
68.96%
Winner
SPY
32.40%
P/S Ratio
Winner
IYZ
2.46
SPY
3.74
P/B Ratio
Winner
IYZ
2.74
SPY
5.61
IYZ vs SPY - Holdings Comparison
IYZ and SPY have 11 common holdings. Overlap is 2.11%
IYZ's top 25 holdings weight is 99.98%. SPY's top 25 holdings weight is 52.37%.
| Rank | IYZ | SPY |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 26.25% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | VERIZON COMMUNICATIONS INC (VZ) - 11.45% | APPLE INC (AAPL) - 7.02% |
| #3 | AT&T INC (T) - 9.89% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | IRIDIUM COMMUNICATIONS INC (IRDM) - 5.83% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | CIENA CORP (CIEN) - 5.65% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 4.63% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ARISTA NETWORKS INC (ANET) - 4.42% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | ROKU INC CLASS A (ROKU) - 3.78% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 3.70% | TESLA INC (TSLA) - 1.89% |
| #10 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 3.61% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | T-MOBILE US INC (TMUS) - 3.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 3.08% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | MOTOROLA SOLUTIONS INC (MSI) - 3.05% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | UBIQUITI INC (UI) - 2.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.99% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | GCI LIBERTY INC ORDINARY SHARES SERIES C (GLIBK) - 1.98% | INTEL CORP (INTC) - 0.90% |
| #17 | LIBERTY BROADBAND CORP REGISTERED SHS SERIES -C- (LBRDK) - 1.95% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | LIBERTY GLOBAL LTD ORDINARY SHARES CLASS A (LBTYA) - 1.69% | VISA INC CLASS A (V) - 0.85% |
| #19 | LIBERTY GLOBAL LTD CLASS C (LBTYK) - 1.27% | WALMART INC (WMT) - 0.81% |
| #20 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.18% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | ETD USD BALANCE WITH R30382 (n/a) - 0.00% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | E-MINI RUSSELL 2000 VALUE INDEX FUTURE JUNE 26 (n/a) - 0.00% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | USD CASH (n/a) - -0.09% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | N/A | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | N/A | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 23 | 505 |
IYZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYZ
+0.40%
Winner
SPY
+1.90%
3M
IYZ
+7.39%
Winner
SPY
+8.55%
6M
Winner
IYZ
+29.21%
SPY
+8.18%
1Y
Winner
IYZ
+53.29%
SPY
+25.79%
5Y(CAGR)
IYZ
+7.19%
Winner
SPY
+13.32%
10Y(CAGR)
IYZ
+5.75%
Winner
SPY
+15.19%
Max(CAGR)
IYZ
+1.47%
Winner
SPY
+8.47%
IYZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYZ | SPY |
|---|---|---|
| 2026 | +25.52% | +8.26% |
| 2025 | +28.66% | +18.00% |
| 2024 | +20.06% | +25.59% |
| 2023 | +2.94% | +26.72% |
| 2022 | -30.78% | -18.64% |
| 2021 | +11.75% | +30.52% |
| 2020 | +4.08% | +17.28% |
| 2019 | +15.27% | +31.09% |
| 2018 | -9.07% | -5.24% |
| 2017 | -15.58% | +20.78% |
| 2016 | +25.61% | +13.59% |
| 2015 | -0.00% | +1.31% |
| 2014 | +1.74% | +14.56% |
| 2013 | +23.62% | +29.00% |
| 2012 | +16.93% | +14.17% |
| 2011 | -8.68% | +0.85% |
| 2010 | +17.59% | +13.14% |
| 2009 | +22.37% | +22.67% |
| 2008 | -41.34% | -36.25% |
| 2007 | +1.44% | +5.32% |
| 2006 | +31.93% | +13.85% |
| 2005 | -1.98% | +5.32% |
| 2004 | +17.78% | +10.75% |
| 2003 | +6.69% | +24.18% |
| 2002 | -39.54% | -22.42% |
| 2001 | -18.86% | -10.13% |
| 2000 | -29.31% | -8.84% |
| 1999 | N/A | +8.61% |
IYZ vs SPY Drawdown Comparison
The maximum drawdown for IYZ was -77.08%, occurring on Sep 30, 2002. Recovery took 6408 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IYZ drawdown is -7.33%. The current SPY drawdown is -2.90%.
| Rank | IYZ | SPY |
|---|---|---|
| #1 | -77.08% Jun 19, 2000 - Dec 10, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -7.33% Jun 2, 2026 - Jun 5, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.64% Apr 23, 2026 - May 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.44% Mar 25, 2026 - Apr 8, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.29% Mar 4, 2026 - Mar 24, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.24% Dec 11, 2025 - Dec 22, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.31% Feb 11, 2026 - Feb 20, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.23% Jan 6, 2026 - Jan 26, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.45% May 14, 2026 - May 21, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.42% Apr 8, 2026 - Apr 16, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.28% Jun 14, 2000 - Jun 19, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.19% Mar 2, 2026 - Mar 4, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.16% May 27, 2026 - Jun 2, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.12% Feb 24, 2026 - Feb 27, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.75% Jun 9, 2000 - Jun 13, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYZ and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (1999 - 2026)
IYZ vs SPY dividend yield comparison.
| Year | IYZ | SPY |
|---|---|---|
| 2026 | 0.35% | 0.24% |
| 2025 | 2.04% | 1.07% |
| 2024 | 1.94% | 1.21% |
| 2023 | 2.27% | 1.40% |
| 2022 | 2.55% | 1.65% |
| 2021 | 2.51% | 1.20% |
| 2020 | 2.60% | 1.52% |
| 2019 | 2.36% | 1.75% |
| 2018 | 2.15% | 2.04% |
| 2017 | 3.54% | 1.80% |
| 2016 | 2.27% | 2.03% |
| 2015 | 1.97% | 2.06% |
| 2014 | 2.25% | 1.87% |
| 2013 | 2.62% | 1.81% |
| 2012 | 2.63% | 2.18% |
| 2011 | 3.09% | 2.05% |
| 2010 | 3.00% | 1.80% |
| 2009 | 3.51% | 1.95% |
| 2008 | 4.60% | 3.02% |
| 2007 | 2.06% | 1.85% |
| 2006 | 2.00% | 1.73% |
| 2005 | 3.56% | 1.73% |
| 2004 | 2.27% | 1.82% |
| 2003 | 2.13% | 1.47% |
| 2002 | 1.69% | 1.70% |
| 2001 | 0.77% | 1.25% |
| 2000 | 2.09% | 1.15% |
| 1999 | 0.00% | 0.24% |
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