USPX vs IYG
Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF).
5-Year PerformanceUSPX has outperformed IYG, delivering a return of +12.4% compared to +10.4%
USPX vs IYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USPX
$2B
IYG
$2B
Expense Ratio
Winner
USPX
0.03%
IYG
0.38%
Max Drawdown
Winner
USPX
31.21%
IYG
82.89%
Sharpe Ratio
Winner
USPX
1.37
IYG
0.66
5Y Beta
USPX
0.99
Winner
IYG
0.89
P/E Ratio
USPX
26.74
Winner
IYG
18.54
Forward P/E
USPX
20.91
Winner
IYG
16.97
PEG Ratio
Winner
USPX
0.30
IYG
0.74
5Y Dividends CAGR
USPX
-3.34%
Winner
IYG
5.68%
5Y EPS CAGR
Winner
USPX
26.53%
IYG
9.62%
Debt to Equity
Winner
USPX
52.95%
IYG
89.03%
P/S Ratio
Winner
USPX
3.81
IYG
4.34
P/B Ratio
USPX
5.58
Winner
IYG
2.47
USPX vs IYG - Holdings Comparison
USPX and IYG have 48 common holdings. Overlap is 10.37%
USPX's top 25 holdings weight is 51.44%. IYG's top 25 holdings weight is 83.97%.
| Rank | USPX | IYG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.74% | JPMORGAN CHASE & CO (JPM) - 12.83% |
| #2 | APPLE INC (AAPL) - 7.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% |
| #3 | MICROSOFT CORP (MSFT) - 4.51% | VISA INC CLASS A (V) - 8.25% |
| #4 | AMAZON.COM INC (AMZN) - 3.75% | MASTERCARD INC CLASS A (MA) - 6.06% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.11% | BANK OF AMERICA CORP (BAC) - 5.53% |
| #6 | BROADCOM INC (AVGO) - 2.87% | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.50% | MORGAN STANLEY (MS) - 3.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | WELLS FARGO & CO (WFC) - 3.64% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.68% | CITIGROUP INC (C) - 3.17% |
| #10 | TESLA INC (TSLA) - 1.64% | AMERICAN EXPRESS CO (AXP) - 2.64% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.46% | CHARLES SCHWAB CORP (SCHW) - 2.31% |
| #12 | ELI LILLY AND CO (LLY) - 1.45% | BLACKROCK INC (BLK) - 2.07% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | S&P GLOBAL INC (SPGI) - 1.86% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.96% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #17 | VISA INC CLASS A (V) - 0.91% | U.S. BANCORP (USB) - 1.35% |
| #18 | WALMART INC (WMT) - 0.75% | BLACKSTONE INC (BX) - 1.29% |
| #19 | ABBVIE INC (ABBV) - 0.70% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% |
| #20 | INTEL CORP (INTC) - 0.70% | CME GROUP INC CLASS A (CME) - 1.23% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.69% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.68% | MOODYS CORP (MCO) - 1.04% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.67% | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% |
| #24 | CATERPILLAR INC (CAT) - 0.64% | TRUIST FINANCIAL CORP (TFC) - 0.90% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.64% | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% |
| Total Holdings | 480 | 102 |
USPX vs IYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USPX
+3.33%
IYG
+2.90%
3M
USPX
+6.05%
Winner
IYG
+11.39%
6M
Winner
USPX
+12.50%
IYG
+5.89%
1Y
Winner
USPX
+23.18%
IYG
+14.99%
5Y(CAGR)
Winner
USPX
+12.41%
IYG
+10.41%
10Y(CAGR)
USPX
+12.56%
Winner
IYG
+14.59%
Max(CAGR)
Winner
USPX
+12.78%
IYG
+6.74%
USPX vs IYG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | USPX | IYG |
|---|---|---|
| 2026 | +13.43% | +4.88% |
| 2025 | +17.86% | +20.13% |
| 2024 | +25.51% | +31.89% |
| 2023 | +27.54% | +15.79% |
| 2022 | -18.84% | -18.13% |
| 2021 | +19.84% | +31.77% |
| 2020 | +9.12% | -0.12% |
| 2019 | +26.44% | +35.87% |
| 2018 | -8.05% | -12.80% |
| 2017 | +23.80% | +23.00% |
| 2016 | +3.92% | +22.73% |
| 2015 | N/A | -0.58% |
| 2014 | N/A | +11.36% |
| 2013 | N/A | +38.64% |
| 2012 | N/A | +28.84% |
| 2011 | N/A | -22.19% |
| 2010 | N/A | +5.43% |
| 2009 | N/A | +14.50% |
| 2008 | N/A | -51.24% |
| 2007 | N/A | -22.14% |
| 2006 | N/A | +17.48% |
| 2005 | N/A | +4.15% |
| 2004 | N/A | +12.79% |
| 2003 | N/A | +29.90% |
| 2002 | N/A | -11.95% |
| 2001 | N/A | -2.76% |
| 2000 | N/A | +22.75% |
USPX vs IYG Drawdown Comparison
The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The current IYG drawdown is -0.76%.
| Rank | USPX | IYG |
|---|---|---|
| #1 | -31.21% Jan 17, 2020 - Sep 2, 2020 | -81.83% Feb 20, 2007 - Sep 19, 2017 |
| #2 | -24.60% Dec 29, 2021 - Dec 12, 2023 | -44.32% Feb 19, 2020 - Jan 6, 2021 |
| #3 | -19.21% Feb 19, 2025 - Jun 26, 2025 | -34.95% Jan 30, 2001 - Oct 13, 2003 |
| #4 | -16.43% Jan 26, 2018 - Jun 20, 2019 | -29.60% Jan 12, 2022 - Mar 20, 2024 |
| #5 | -9.15% Jan 27, 2026 - Apr 15, 2026 | -24.55% Jan 26, 2018 - Jul 23, 2019 |
| #6 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -18.53% Feb 18, 2025 - Jun 26, 2025 |
| #7 | -7.47% Oct 12, 2020 - Nov 9, 2020 | -15.90% Jan 6, 2026 - Jul 15, 2026 |
| #8 | -6.70% Sep 3, 2021 - Dec 15, 2021 | -14.55% Sep 12, 2000 - Dec 28, 2000 |
| #9 | -6.08% Mar 28, 2024 - May 14, 2024 | -11.56% Mar 5, 2004 - Nov 4, 2004 |
| #10 | -5.82% Sep 2, 2020 - Oct 12, 2020 | -9.60% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -5.59% Jul 24, 2019 - Sep 12, 2019 | -9.25% Dec 31, 2004 - Nov 10, 2005 |
| #12 | -5.34% Aug 15, 2016 - Jan 4, 2017 | -8.91% Oct 25, 2021 - Jan 12, 2022 |
| #13 | -5.15% Oct 28, 2025 - Dec 11, 2025 | -8.50% Jan 12, 2021 - Feb 12, 2021 |
| #14 | -4.66% Feb 16, 2021 - Mar 26, 2021 | -8.25% May 5, 2006 - Sep 15, 2006 |
| #15 | -4.60% Dec 6, 2024 - Jan 23, 2025 | -8.01% Jul 17, 2024 - Aug 23, 2024 |
Correlation
Correlation between USPX and IYG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
USPX vs IYG dividend yield comparison.
| Year | USPX | IYG |
|---|---|---|
| 2026 | 0.50% | 0.51% |
| 2025 | 1.07% | 1.00% |
| 2024 | 1.23% | 1.16% |
| 2023 | 1.35% | 1.77% |
| 2022 | 2.21% | 2.07% |
| 2021 | 2.40% | 1.25% |
| 2020 | 2.51% | 1.71% |
| 2019 | 3.07% | 1.59% |
| 2018 | 2.91% | 1.81% |
| 2017 | 2.60% | 1.24% |
| 2016 | 4.89% | 1.28% |
| 2015 | 0.00% | 1.33% |
| 2014 | 0.00% | 1.14% |
| 2013 | 0.00% | 1.04% |
| 2012 | 0.00% | 1.40% |
| 2011 | 0.00% | 1.19% |
| 2010 | 0.00% | 0.46% |
| 2009 | 0.00% | 1.14% |
| 2008 | 0.00% | 5.34% |
| 2007 | 0.00% | 2.72% |
| 2006 | 0.00% | 1.88% |
| 2005 | 0.00% | 2.05% |
| 2004 | 0.00% | 1.92% |
| 2003 | 0.00% | 1.67% |
| 2002 | 0.00% | 1.87% |
| 2001 | 0.00% | 1.24% |
| 2000 | 0.00% | 1.07% |
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