DASTY vs. IYW
Compare and contrast key facts about Dassault Systemes SA (DASTY) 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: DASTY or IYW.
Correlation
The correlation between DASTY and IYW is 0.48, 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
DASTY vs. IYW - Performance Comparison
Key characteristics
DASTY:
-0.43
IYW:
1.12
DASTY:
-0.48
IYW:
1.55
DASTY:
0.95
IYW:
1.21
DASTY:
-0.23
IYW:
1.55
DASTY:
-0.60
IYW:
5.21
DASTY:
18.36%
IYW:
4.78%
DASTY:
26.03%
IYW:
22.35%
DASTY:
-86.69%
IYW:
-81.89%
DASTY:
-34.14%
IYW:
-3.14%
Returns By Period
In the year-to-date period, DASTY achieves a 19.69% return, which is significantly higher than IYW's 1.27% return. Over the past 10 years, DASTY has underperformed IYW with an annualized return of 12.06%, while IYW has yielded a comparatively higher 20.36% annualized return.
DASTY
19.69%
10.51%
7.54%
-11.71%
4.71%
12.06%
IYW
1.27%
-2.60%
8.27%
21.79%
21.33%
20.36%
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Risk-Adjusted Performance
DASTY vs. IYW — Risk-Adjusted Performance Rank
DASTY
IYW
DASTY vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Systemes SA (DASTY) 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
DASTY vs. IYW - Dividend Comparison
DASTY's dividend yield for the trailing twelve months is around 0.60%, more than IYW's 0.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DASTY Dassault Systemes SA | 0.60% | 0.72% | 0.47% | 0.51% | 0.23% | 0.37% | 0.44% | 0.59% | 0.56% | 0.69% | 0.59% | 0.93% |
IYW iShares U.S. Technology ETF | 0.21% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
Drawdowns
DASTY vs. IYW - Drawdown Comparison
The maximum DASTY drawdown since its inception was -86.69%, which is greater than IYW's maximum drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for DASTY and IYW. For additional features, visit the drawdowns tool.
Volatility
DASTY vs. IYW - Volatility Comparison
Dassault Systemes SA (DASTY) has a higher volatility of 10.95% compared to iShares U.S. Technology ETF (IYW) at 7.27%. This indicates that DASTY's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.