LEGR vs IYLD

Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF).

5-Year PerformanceLEGR has outperformed IYLD, delivering a return of +11.1% compared to +3.2%

LEGR vs IYLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEGR(ETF)	IYLD(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.65%	0.50%
Max Drawdown	36.12%	34.52%
Sharpe Ratio	1.48	1.53
5Y Beta	0.78	0.25
P/E Ratio	22.56	N/A
Forward P/E	17.76	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	26.41%	2.90%
5Y EPS CAGR	15.95%	N/A
P/S Ratio	0.24	N/A
P/B Ratio	3.29	N/A

Net Assets

LEGR

$129M

IYLD

$129M

Expense Ratio

LEGR

0.65%

Winner

IYLD

0.50%

Max Drawdown

LEGR

36.12%

Winner

IYLD

34.52%

Sharpe Ratio

LEGR

1.48

Winner

IYLD

1.53

5Y Beta

LEGR

0.78

Winner

IYLD

0.25

P/E Ratio

LEGR

22.56

IYLD

N/A

Forward P/E

LEGR

17.76

IYLD

N/A

PEG Ratio

LEGR

0.54

IYLD

N/A

5Y Dividends CAGR

Winner

LEGR

26.41%

IYLD

2.90%

5Y EPS CAGR

LEGR

15.95%

IYLD

N/A

P/S Ratio

LEGR

0.24

IYLD

N/A

P/B Ratio

LEGR

3.29

IYLD

N/A

LEGR vs IYLD - Holdings Comparison

LEGR and IYLD have 0 common holdings. Overlap is 0.00%

LEGR's top 25 holdings weight is 40.05%. IYLD's top 25 holdings weight is 99.88%.

Rank	LEGR	IYLD
#1	INTEL CORP (INTC) - 3.38%	ISHARES LATIN AMERICA 40 ETF (ILF) - 15.88%
#2	ADVANCED MICRO DEVICES INC (AMD) - 2.87%	ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) - 15.01%
#3	MICRON TECHNOLOGY INC (MU) - 2.40%	ISHARES FLOATING RATE BOND ETF (FLOT) - 14.82%
#4	INFINEON TECHNOLOGIES AG (n/a) - 1.87%	ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 14.69%
#5	SAMSUNG ELECTRONICS CO LTD (n/a) - 1.87%	ISHARES PREFERRED&INCOME SECURITIES ETF (PFF) - 14.25%
#6	AMAZON.COM INC (AMZN) - 1.61%	ISHARES MSCI EAFE VALUE ETF (EFV) - 5.33%
#7	MORGAN STANLEY (MS) - 1.58%	ISHARES JP MORGAN EM LOCAL CCY BD ETF (LEMB) - 5.15%
#8	CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.53%	ISHARES AGENCY BOND ETF (AGZ) - 5.01%
#9	NVIDIA CORP (NVDA) - 1.53%	ISHARES JP MORGAN EM CORPORATE BOND ETF (CEMB) - 4.93%
#10	n/a (TSM) - 1.50%	ISHARES GLOBAL REIT ETF (REET) - 4.81%
#11	ORACLE CORP (ORCL) - 1.49%	N/A
#12	BAIDU INC ADR (BIDU) - 1.44%	N/A
#13	JD.COM INC ADR (JD) - 1.43%	N/A
#14	n/a (n/a) - 1.42%	N/A
#15	MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.42%	N/A
#16	SOFTBANK CORP (n/a) - 1.31%	N/A
#17	PAYPAL HOLDINGS INC (PYPL) - 1.30%	N/A
#18	n/a (n/a) - 1.29%	N/A
#19	MICROSOFT CORP (MSFT) - 1.29%	N/A
#20	ENGIE SA (n/a) - 1.28%	N/A
#21	NORDEA BANK ABP (n/a) - 1.27%	N/A
#22	MASTERCARD INC CLASS A (MA) - 1.27%	N/A
#23	ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.27%	N/A
#24	ICICI BANK LTD ADR (IBN) - 1.22%	N/A
#25	SWISSCOM AG (n/a) - 1.21%	N/A
Total Holdings	112	10

LEGR vs IYLD - Historical Returns

Returns include dividend reinvestment.

Period	LEGR	IYLD
1 month	+2.44%	-0.08%
3 months	+9.24%	+1.08%
6 months	+10.96%	+5.15%
1 year	+25.86%	+13.01%
5 years(CAGR)	+11.05%	+3.22%
10 years(CAGR)	+11.74%	+3.89%
Max(CAGR)	+11.74%	+4.29%

Winner

LEGR

+2.44%

IYLD

-0.08%

Winner

LEGR

+9.24%

IYLD

+1.08%

Winner

LEGR

+10.96%

IYLD

+5.15%

Winner

LEGR

+25.86%

IYLD

+13.01%

5Y(CAGR)

Winner

LEGR

+11.05%

IYLD

+3.22%

10Y(CAGR)

Winner

LEGR

+11.74%

IYLD

+3.89%

Max(CAGR)

Winner

LEGR

+11.74%

IYLD

+4.29%

LEGR vs IYLD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LEGR	IYLD
2026	+7.22%	+3.83%
2025	+31.26%	+15.02%
2024	+17.51%	+3.69%
2023	+20.55%	+12.27%
2022	-20.19%	-16.22%
2021	+18.02%	+3.72%
2020	+16.98%	-1.66%
2019	+27.74%	+15.57%
2018	-14.10%	-4.67%
2017	N/A	+10.40%
2016	N/A	+10.26%
2015	N/A	-4.94%
2014	N/A	+10.28%
2013	N/A	-0.31%
2012	N/A	+9.00%

LEGR vs IYLD Drawdown Comparison

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.

The current LEGR drawdown is -4.75%. The current IYLD drawdown is -1.20%.

Rank	LEGR	IYLD
#1	-36.12% Feb 12, 2020 - Nov 9, 2020	-30.23% Feb 20, 2020 - Sep 2, 2021
#2	-31.46% Jan 12, 2022 - Mar 7, 2024	-22.58% Sep 15, 2021 - Apr 29, 2025
#3	-19.98% Sep 25, 2018 - Apr 17, 2019	-11.74% Apr 27, 2015 - Jun 8, 2016
#4	-14.25% Feb 18, 2025 - May 8, 2025	-11.06% May 2, 2013 - Apr 8, 2014
#5	-11.20% Jan 29, 2018 - Aug 29, 2018	-7.04% Jan 26, 2018 - Jan 31, 2019
#6	-10.39% Jan 29, 2026 - Apr 17, 2026	-5.20% Sep 7, 2016 - Feb 21, 2017
#7	-8.58% Jul 24, 2019 - Nov 5, 2019	-4.63% Feb 25, 2026 - Mar 27, 2026
#8	-7.78% Apr 29, 2019 - Jul 3, 2019	-3.81% Aug 29, 2014 - Feb 3, 2015
#9	-7.24% Jul 12, 2024 - Aug 23, 2024	-2.86% Feb 25, 2015 - Apr 15, 2015
#10	-6.42% Nov 8, 2021 - Jan 11, 2022	-2.59% Jul 24, 2019 - Sep 20, 2019
#11	-6.39% Oct 28, 2025 - Dec 19, 2025	-2.41% Oct 17, 2012 - Dec 5, 2012
#12	-5.09% Sep 3, 2021 - Oct 15, 2021	-2.38% Apr 23, 2019 - Jun 18, 2019
#13	-4.86% Apr 3, 2024 - May 6, 2024	-2.34% Jun 8, 2016 - Jun 30, 2016
#14	-4.78% Jan 21, 2021 - Feb 5, 2021	-2.00% Oct 17, 2017 - Dec 8, 2017
#15	-4.75% Jun 2, 2026 - Jun 5, 2026	-1.98% Jul 23, 2014 - Aug 19, 2014

Correlation

Correlation between LEGR and IYLD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2012 - 2026)

LEGR vs IYLD dividend yield comparison.

Year	LEGR	IYLD
2026	0.22%	1.49%
2025	1.84%	4.72%
2024	2.40%	5.32%
2023	2.56%	5.76%
2022	2.64%	5.45%
2021	1.80%	3.47%
2020	0.95%	4.38%
2019	2.04%	5.25%
2018	1.30%	5.78%
2017	0.00%	4.22%
2016	0.00%	4.84%
2015	0.00%	5.26%
2014	0.00%	6.33%
2013	0.00%	6.29%
2012	0.00%	3.89%

Select Stocks to Compare

First Stock

Second Stock

Popular: LEGR vs SPY IYLD vs SPY

More Comparisons

Compare with similar stocks

LEGR vs IYLD

LEGR vs IYLD - Performance Comparison

Key Characteristics

LEGR vs IYLD - Holdings Comparison

LEGR vs IYLD - Historical Returns

LEGR vs IYLD - Annual Returns (2012 - 2026)

LEGR vs IYLD Drawdown Comparison

Correlation

Dividend Comparison (2012 - 2026)

Select Stocks to Compare

More Comparisons

Compare LEGR with:

Compare IYLD with:

Popular suggestions: