IYJ vs. EFIV
Compare and contrast key facts about iShares U.S. Industrials ETF (IYJ) and SPDR S&P 500 ESG ETF (EFIV).
IYJ and EFIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYJ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Industrials Index. It was launched on Jul 14, 2000. EFIV is a passively managed fund by State Street that tracks the performance of the S&P 500 ESG Index. It was launched on Jul 27, 2020. Both IYJ and EFIV 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: IYJ or EFIV.
Correlation
The correlation between IYJ and EFIV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IYJ vs. EFIV - Performance Comparison
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Key characteristics
IYJ:
0.43
EFIV:
0.37
IYJ:
0.81
EFIV:
0.69
IYJ:
1.11
EFIV:
1.10
IYJ:
0.48
EFIV:
0.40
IYJ:
1.69
EFIV:
1.49
IYJ:
5.62%
EFIV:
5.12%
IYJ:
19.77%
EFIV:
19.36%
IYJ:
-61.97%
EFIV:
-24.52%
IYJ:
-6.81%
EFIV:
-8.77%
Returns By Period
In the year-to-date period, IYJ achieves a 0.19% return, which is significantly higher than EFIV's -5.24% return.
IYJ
0.19%
10.02%
-5.12%
8.06%
15.44%
10.74%
EFIV
-5.24%
6.78%
-7.23%
7.10%
N/A
N/A
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IYJ vs. EFIV - Expense Ratio Comparison
IYJ has a 0.42% expense ratio, which is higher than EFIV's 0.10% expense ratio.
Risk-Adjusted Performance
IYJ vs. EFIV — Risk-Adjusted Performance Rank
IYJ
EFIV
IYJ vs. EFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) and SPDR S&P 500 ESG ETF (EFIV). 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.
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Dividends
IYJ vs. EFIV - Dividend Comparison
IYJ's dividend yield for the trailing twelve months is around 0.91%, less than EFIV's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYJ iShares U.S. Industrials ETF | 0.91% | 0.88% | 1.05% | 1.05% | 0.76% | 1.01% | 1.32% | 1.43% | 1.29% | 1.38% | 1.53% | 1.46% |
EFIV SPDR S&P 500 ESG ETF | 1.30% | 1.20% | 1.37% | 1.64% | 1.18% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYJ vs. EFIV - Drawdown Comparison
The maximum IYJ drawdown since its inception was -61.97%, which is greater than EFIV's maximum drawdown of -24.52%. Use the drawdown chart below to compare losses from any high point for IYJ and EFIV. For additional features, visit the drawdowns tool.
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Volatility
IYJ vs. EFIV - Volatility Comparison
The current volatility for iShares U.S. Industrials ETF (IYJ) is 6.17%, while SPDR S&P 500 ESG ETF (EFIV) has a volatility of 6.77%. This indicates that IYJ experiences smaller price fluctuations and is considered to be less risky than EFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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