BURL vs. IYW
Compare and contrast key facts about Burlington Stores, Inc. (BURL) and iShares U.S. Technology ETF (IYW).
IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BURL or IYW.
Correlation
The correlation between BURL and IYW is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BURL vs. IYW - Performance Comparison
Key characteristics
BURL:
0.62
IYW:
0.38
BURL:
1.33
IYW:
0.73
BURL:
1.16
IYW:
1.10
BURL:
0.58
IYW:
0.42
BURL:
2.56
IYW:
1.35
BURL:
10.74%
IYW:
8.33%
BURL:
40.96%
IYW:
29.75%
BURL:
-68.87%
IYW:
-81.89%
BURL:
-32.14%
IYW:
-11.03%
Returns By Period
In the year-to-date period, BURL achieves a -16.05% return, which is significantly lower than IYW's -6.97% return. Over the past 10 years, BURL has underperformed IYW with an annualized return of 16.43%, while IYW has yielded a comparatively higher 19.53% annualized return.
BURL
-16.05%
-3.06%
-9.11%
25.33%
5.99%
16.43%
IYW
-6.97%
6.54%
-7.79%
11.31%
20.04%
19.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BURL vs. IYW — Risk-Adjusted Performance Rank
BURL
IYW
BURL vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Burlington Stores, Inc. (BURL) and iShares U.S. Technology ETF (IYW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BURL vs. IYW - Dividend Comparison
BURL has not paid dividends to shareholders, while IYW's dividend yield for the trailing twelve months is around 0.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BURL Burlington Stores, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYW iShares U.S. Technology ETF | 0.22% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
Drawdowns
BURL vs. IYW - Drawdown Comparison
The maximum BURL drawdown since its inception was -68.87%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for BURL and IYW. For additional features, visit the drawdowns tool.
Volatility
BURL vs. IYW - Volatility Comparison
Burlington Stores, Inc. (BURL) and iShares U.S. Technology ETF (IYW) have volatilities of 9.87% and 9.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.