iShares Dow Jones U.S. ETF (IYY)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in iShares Dow Jones U.S. ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares Dow Jones U.S. ETF (IYY) has returned -4.22% so far this year and 17.60% over the past 12 months. Looking at the last ten years, IYY has achieved an annualized return of 13.55%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jun 16, 2000, IYY's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +13.2%, while the worst month was Oct 2008 at -17.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IYY closed higher 54% of trading days. The best single day was Oct 28, 2008 with a return of +10.1%, while the worst single day was Mar 16, 2020 at -12.1%.

iShares Dow Jones U.S. ETF has an annualized alpha of 1.78%, beta of 0.98, and R² of 0.97 versus S&P 500 Index. Calculated based on daily prices since June 19, 2000.

• This ETF captured 109.01% of S&P 500 Index gains and 100.38% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 0.98 and R² of 0.97, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IYY has an expense ratio of 0.20%, which is considered low.

IYY ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for iShares Dow Jones U.S. ETF (IYY) and compare them to a chosen benchmark (S&P 500 Index).

iShares Dow Jones U.S. ETF provided a 1.01% dividend yield over the last twelve months, with an annual payout of $1.59 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for iShares Dow Jones U.S. ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares Dow Jones U.S. ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Dow Jones U.S. ETF was 55.17%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.

The current iShares Dow Jones U.S. ETF drawdown is 6.23%.

The chart below shows the rolling one-month volatility.