TWOX vs SHRY
Comparison between ISHARES LARGE CAP ACCELERATED OUTCOME ETF (TWOX, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
TWOX vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TWOX vs SHRY - Holdings Comparison
TWOX and SHRY have 0 common holdings. Overlap is 0.00%
TWOX's top 25 holdings weight is 98.77%. SHRY's top 25 holdings weight is 74.59%.
| Rank | TWOX | SHRY |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 98.77% | METLIFE INC (MET) - 5.58% |
| #2 | N/A | PAYPAL HOLDINGS INC (PYPL) - 5.52% |
| #3 | N/A | FOX CORP CLASS A (FOXA) - 4.65% |
| #4 | N/A | AMERIPRISE FINANCIAL INC (AMP) - 4.01% |
| #5 | N/A | D.R. HORTON INC (DHI) - 3.99% |
| #6 | N/A | COMCAST CORP CLASS A (CMCSA) - 3.89% |
| #7 | N/A | QUALCOMM INC (QCOM) - 3.82% |
| #8 | N/A | FISERV INC (FISV) - 3.77% |
| #9 | N/A | ADOBE INC (ADBE) - 3.06% |
| #10 | N/A | ALTRIA GROUP INC (MO) - 2.77% |
| #11 | N/A | AFLAC INC (AFL) - 2.77% |
| #12 | N/A | AUTOMATIC DATA PROCESSING INC (ADP) - 2.63% |
| #13 | N/A | BOOKING HOLDINGS INC (BKNG) - 2.56% |
| #14 | N/A | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.53% |
| #15 | N/A | THE KROGER CO (KR) - 2.49% |
| #16 | N/A | VALERO ENERGY CORP (VLO) - 2.48% |
| #17 | N/A | ALLSTATE CORP (ALL) - 2.38% |
| #18 | N/A | SLB LTD (SLB) - 2.32% |
| #19 | N/A | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.12% |
| #20 | N/A | HCA HEALTHCARE INC (HCA) - 2.01% |
| #21 | N/A | CONOCOPHILLIPS (COP) - 1.98% |
| #22 | N/A | COLGATE-PALMOLIVE CO (CL) - 1.92% |
| #23 | N/A | PHILLIPS 66 (PSX) - 1.89% |
| #24 | N/A | CHENIERE ENERGY INC (LNG) - 1.78% |
| #25 | N/A | UNION PACIFIC CORP (UNP) - 1.67% |
| Total Holdings | 1 | 51 |
TWOX vs SHRY - Historical Returns
Returns include dividend reinvestment.
TWOX vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TWOX | SHRY |
|---|---|---|
| 2026 | +2.48% | +7.72% |
| 2025 | +13.31% | +7.21% |
| 2024 | N/A | +17.84% |
| 2023 | N/A | +17.52% |
| 2022 | N/A | -14.18% |
| 2021 | N/A | +31.62% |
| 2020 | N/A | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
TWOX vs SHRY Drawdown Comparison
The maximum drawdown for TWOX was -19.35%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current TWOX drawdown is -1.83%.
| Rank | TWOX | SHRY |
|---|---|---|
| #1 | -19.35% Feb 19, 2025 - Jul 23, 2025 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -9.51% Feb 25, 2026 - Jun 1, 2026 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -4.10% Oct 27, 2025 - Nov 26, 2025 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -2.70% Oct 8, 2025 - Oct 20, 2025 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -2.58% Dec 11, 2025 - Dec 22, 2025 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -2.36% Feb 2, 2026 - Feb 25, 2026 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | -2.15% Jan 12, 2026 - Jan 27, 2026 | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | -1.96% Jul 15, 2026 - Jul 23, 2026 | -6.56% Mar 2, 2026 - Jul 24, 2026 |
| #9 | -1.86% Jul 28, 2025 - Aug 8, 2025 | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #10 | -1.32% Dec 26, 2025 - Jan 9, 2026 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #11 | -1.27% Jan 23, 2025 - Feb 13, 2025 | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -0.83% Aug 13, 2025 - Aug 22, 2025 | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | -0.78% Aug 28, 2025 - Sep 4, 2025 | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -0.64% Jul 10, 2026 - Jul 15, 2026 | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.63% Jul 6, 2026 - Jul 9, 2026 | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between TWOX and SHRY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2017 - 2026)
TWOX vs SHRY dividend yield comparison.
| Year | TWOX | SHRY |
|---|---|---|
| 2026 | 0.00% | 0.70% |
| 2025 | 0.57% | 1.73% |
| 2024 | 0.00% | 1.76% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
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