TDIV vs IYR
Comparison between FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
TDIV is from the Technology sector, while IYR is from the Real Estate sector.
5-Year PerformanceTDIV has outperformed IYR, delivering a return of +17.6% compared to +4.2%
TDIV vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TDIV
$4.10B
IYR
$4.10B
Expense Ratio
TDIV
0.50%
Winner
IYR
0.38%
Max Drawdown
Winner
TDIV
33.00%
IYR
76.51%
Sharpe Ratio
Winner
TDIV
1.99
IYR
0.61
5Y Beta
TDIV
1.16
Winner
IYR
0.52
P/E Ratio
Winner
TDIV
26.67
IYR
30.41
Forward P/E
Winner
TDIV
20.74
IYR
29.63
PEG Ratio
TDIV
0.42
Winner
IYR
0.29
5Y Dividends CAGR
Winner
TDIV
7.10%
IYR
3.34%
5Y EPS CAGR
Winner
TDIV
12.81%
IYR
7.84%
Debt to Equity
TDIV
N/A
IYR
-15.14%
P/S Ratio
Winner
TDIV
0.12
IYR
5.82
P/B Ratio
TDIV
5.00
Winner
IYR
2.67
TDIV vs IYR - Holdings Comparison
TDIV and IYR have 1 common holdings. Overlap is 0.00%
TDIV's top 25 holdings weight is 80.18%. IYR's top 25 holdings weight is 76.59%.
| Rank | TDIV | IYR |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 9.51% | WELLTOWER INC (WELL) - 10.07% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 9.42% | PROLOGIS INC (PLD) - 9.08% |
| #3 | ORACLE CORP (ORCL) - 8.66% | EQUINIX INC (EQIX) - 4.81% |
| #4 | MICROSOFT CORP (MSFT) - 7.45% | DIGITAL REALTY TRUST INC (DLR) - 4.71% |
| #5 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.78% | SIMON PROPERTY GROUP INC (SPG) - 4.63% |
| #6 | QUALCOMM INC (QCOM) - 4.66% | REALTY INCOME CORP (O) - 4.26% |
| #7 | n/a (TSM) - 3.74% | AMERICAN TOWER CORP (AMT) - 4.23% |
| #8 | ANALOG DEVICES INC (ADI) - 2.71% | PUBLIC STORAGE (PSA) - 3.50% |
| #9 | CISCO SYSTEMS INC (CSCO) - 2.11% | CBRE GROUP INC CLASS A (CBRE) - 3.07% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.92% | VENTAS INC (VTR) - 3.06% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.68% | IRON MOUNTAIN INC (IRM) - 2.89% |
| #12 | AT&T INC (T) - 1.64% | CROWN CASTLE INC (CCI) - 2.88% |
| #13 | NXP SEMICONDUCTORS NV (NXPI) - 1.63% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% |
| #14 | TELUS CORP (n/a) - 1.63% | EXTRA SPACE STORAGE INC (EXR) - 2.20% |
| #15 | MOTOROLA SOLUTIONS INC (MSI) - 1.62% | AVALONBAY COMMUNITIES INC (AVB) - 1.95% |
| #16 | SALESFORCE INC (CRM) - 1.61% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.60% | EQUITY RESIDENTIAL (EQR) - 1.69% |
| #18 | T-MOBILE US INC (TMUS) - 1.59% | ESSEX PROPERTY TRUST INC (ESS) - 1.28% |
| #19 | COMCAST CORP CLASS A (CMCSA) - 1.52% | WEYERHAEUSER CO (WY) - 1.27% |
| #20 | INTUIT INC (INTU) - 1.49% | INVITATION HOMES INC (INVH) - 1.20% |
| #21 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 1.47% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% |
| #22 | HP INC (HPQ) - 1.47% | W.P. CAREY INC (WPC) - 1.19% |
| #23 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.47% | KIMCO REALTY CORP (KIM) - 1.18% |
| #24 | n/a (n/a) - 1.44% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% |
| #25 | KLA CORP (KLAC) - 1.36% | JONES LANG LASALLE INC (JLL) - 1.11% |
| Total Holdings | 97 | 64 |
TDIV vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TDIV
+11.80%
IYR
+3.42%
3M
Winner
TDIV
+12.89%
IYR
+4.32%
6M
Winner
TDIV
+13.75%
IYR
+8.62%
1Y
Winner
TDIV
+40.26%
IYR
+11.24%
5Y(CAGR)
Winner
TDIV
+17.61%
IYR
+4.22%
10Y(CAGR)
Winner
TDIV
+18.49%
IYR
+5.73%
Max(CAGR)
Winner
TDIV
+15.91%
IYR
+8.46%
TDIV vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | TDIV | IYR |
|---|---|---|
| 2026 | +14.49% | +9.73% |
| 2025 | +25.23% | +4.26% |
| 2024 | +26.42% | +3.50% |
| 2023 | +36.86% | +11.73% |
| 2022 | -23.15% | -24.93% |
| 2021 | +31.03% | +43.60% |
| 2020 | +15.75% | -4.21% |
| 2019 | +32.74% | +31.02% |
| 2018 | -4.28% | -3.81% |
| 2017 | +20.89% | +8.90% |
| 2016 | +21.22% | +8.08% |
| 2015 | -6.34% | +0.39% |
| 2014 | +17.17% | +26.89% |
| 2013 | +26.27% | -0.46% |
| 2012 | -2.06% | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
TDIV vs IYR Drawdown Comparison
The maximum drawdown for TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current TDIV drawdown is -2.15%. The current IYR drawdown is -1.11%.
| Rank | TDIV | IYR |
|---|---|---|
| #1 | -31.97% Jan 4, 2022 - Dec 11, 2023 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -31.59% Feb 12, 2020 - Aug 28, 2020 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -23.00% Feb 20, 2025 - Jun 5, 2025 | -33.72% Dec 31, 2021 - Oct 25, 2023 |
| #4 | -18.49% Oct 3, 2018 - Mar 15, 2019 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -18.41% Feb 24, 2015 - Jul 12, 2016 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -12.13% Apr 23, 2019 - Jul 23, 2019 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -11.43% Jul 16, 2024 - Sep 24, 2024 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -10.72% Oct 28, 2025 - Apr 16, 2026 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -10.54% Sep 2, 2020 - Nov 16, 2020 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -10.17% Jan 26, 2018 - Mar 9, 2018 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -9.71% Sep 14, 2012 - Jan 14, 2013 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -9.36% Sep 18, 2014 - Nov 18, 2014 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -8.90% Jul 24, 2019 - Oct 28, 2019 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -8.25% Mar 12, 2018 - Aug 24, 2018 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -7.81% Mar 7, 2024 - May 14, 2024 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between TDIV and IYR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2000 - 2026)
TDIV vs IYR dividend yield comparison.
| Year | TDIV | IYR |
|---|---|---|
| 2026 | 0.28% | 0.27% |
| 2025 | 1.40% | 2.48% |
| 2024 | 1.59% | 2.57% |
| 2023 | 1.74% | 2.75% |
| 2022 | 2.51% | 2.92% |
| 2021 | 1.76% | 2.06% |
| 2020 | 2.07% | 2.58% |
| 2019 | 2.27% | 3.05% |
| 2018 | 2.97% | 3.53% |
| 2017 | 2.27% | 3.73% |
| 2016 | 2.45% | 4.41% |
| 2015 | 2.52% | 3.92% |
| 2014 | 2.80% | 3.66% |
| 2013 | 2.31% | 3.78% |
| 2012 | 1.04% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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