IYE vs. VOO
Compare and contrast key facts about iShares U.S. Energy ETF (IYE) and Vanguard S&P 500 ETF (VOO).
IYE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYE is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Oil & Gas Index. It was launched on Jun 12, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IYE and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYE or VOO.
Key characteristics
| IYE | VOO | |
|---|---|---|
| YTD Return | 12.13% | 11.83% |
| 1Y Return | 24.58% | 31.13% |
| 3Y Return (Ann) | 23.82% | 10.03% |
| 5Y Return (Ann) | 12.03% | 15.07% |
| 10Y Return (Ann) | 2.67% | 13.02% |
| Sharpe Ratio | 1.17 | 2.60 |
| Daily Std Dev | 18.27% | 11.62% |
| Max Drawdown | -73.85% | -33.99% |
| Current Drawdown | -3.91% | 0.00% |
Correlation
The correlation between IYE and VOO is 0.62, 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
IYE vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with IYE having a 12.13% return and VOO slightly lower at 11.83%. Over the past 10 years, IYE has underperformed VOO with an annualized return of 2.67%, while VOO has yielded a comparatively higher 13.02% annualized 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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IYE vs. VOO - Expense Ratio Comparison
IYE has a 0.42% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IYE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Energy ETF (IYE) and Vanguard S&P 500 ETF (VOO). 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
IYE vs. VOO - Dividend Comparison
IYE's dividend yield for the trailing twelve months is around 2.52%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.52% | 2.99% | 3.37% | 2.98% | 4.75% | 6.52% | 3.06% | 2.61% | 2.04% | 3.31% | 1.99% | 1.49% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IYE vs. VOO - Drawdown Comparison
The maximum IYE drawdown since its inception was -73.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IYE and VOO. For additional features, visit the drawdowns tool.
Volatility
IYE vs. VOO - Volatility Comparison
iShares U.S. Energy ETF (IYE) has a higher volatility of 4.38% compared to Vanguard S&P 500 ETF (VOO) at 3.49%. This indicates that IYE's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.