FOXA vs. IYW
Compare and contrast key facts about Fox Corporation (FOXA) 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: FOXA or IYW.
Key characteristics
| FOXA | IYW | |
|---|---|---|
| YTD Return | 9.20% | 7.74% |
| 1Y Return | 4.81% | 45.70% |
| 3Y Return (Ann) | -3.00% | 13.87% |
| 5Y Return (Ann) | -1.52% | 21.65% |
| Sharpe Ratio | -0.01 | 2.38 |
| Daily Std Dev | 23.22% | 18.93% |
| Max Drawdown | -50.55% | -81.89% |
| Current Drawdown | -24.27% | -3.24% |
Correlation
The correlation between FOXA and IYW is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FOXA vs. IYW - Performance Comparison
In the year-to-date period, FOXA achieves a 9.20% return, which is significantly higher than IYW's 7.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FOXA vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fox Corporation (FOXA) 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
FOXA vs. IYW - Dividend Comparison
FOXA's dividend yield for the trailing twelve months is around 1.62%, more than IYW's 0.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOXA Fox Corporation | 1.62% | 1.72% | 1.61% | 1.27% | 1.58% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYW iShares U.S. Technology ETF | 0.35% | 0.40% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% | 1.06% |
Drawdowns
FOXA vs. IYW - Drawdown Comparison
The maximum FOXA drawdown since its inception was -50.55%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for FOXA and IYW. For additional features, visit the drawdowns tool.
Volatility
FOXA vs. IYW - Volatility Comparison
The current volatility for Fox Corporation (FOXA) is 5.13%, while iShares U.S. Technology ETF (IYW) has a volatility of 7.20%. This indicates that FOXA experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.