IYJ vs. EXI
Compare and contrast key facts about iShares U.S. Industrials ETF (IYJ) and iShares Global Industrials ETF (EXI).
IYJ and EXI 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. EXI is a passively managed fund by iShares that tracks the performance of the S&P Global 1200 / Industrials -SEC. It was launched on Sep 12, 2006. Both IYJ and EXI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IYJ vs. EXI - Performance Comparison
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IYJ vs. EXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYJ iShares U.S. Industrials ETF | 0.88% | 11.94% | 17.82% | 19.94% | -13.53% | 17.02% | 17.37% | 32.27% | -11.69% | 23.98% |
EXI iShares Global Industrials ETF | 5.64% | 25.88% | 12.47% | 22.04% | -12.36% | 17.37% | 11.33% | 27.13% | -14.41% | 25.16% |
Returns By Period
In the year-to-date period, IYJ achieves a 0.88% return, which is significantly lower than EXI's 5.64% return. Both investments have delivered pretty close results over the past 10 years, with IYJ having a 12.01% annualized return and EXI not far ahead at 12.05%.
IYJ
- 1D
- 1.13%
- 1M
- -7.76%
- YTD
- 0.88%
- 6M
- 2.65%
- 1Y
- 14.98%
- 3Y*
- 15.29%
- 5Y*
- 8.00%
- 10Y*
- 12.01%
EXI
- 1D
- 2.33%
- 1M
- -7.23%
- YTD
- 5.64%
- 6M
- 7.66%
- 1Y
- 28.56%
- 3Y*
- 19.41%
- 5Y*
- 11.39%
- 10Y*
- 12.05%
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IYJ vs. EXI - Expense Ratio Comparison
IYJ has a 0.38% expense ratio, which is lower than EXI's 0.43% expense ratio.
Return for Risk
IYJ vs. EXI — Risk / Return Rank
IYJ
EXI
IYJ vs. EXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) and iShares Global Industrials ETF (EXI). 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.
| IYJ | EXI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.51 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.15 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.31 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.36 | -1.15 |
Martin ratioReturn relative to average drawdown | 4.57 | 9.54 | -4.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYJ | EXI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.51 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.68 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.66 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.41 | -0.05 |
Correlation
The correlation between IYJ and EXI is 0.91, 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.
Dividends
IYJ vs. EXI - Dividend Comparison
IYJ's dividend yield for the trailing twelve months is around 0.82%, less than EXI's 1.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYJ iShares U.S. Industrials ETF | 0.82% | 0.83% | 0.88% | 1.05% | 1.05% | 0.76% | 1.01% | 1.32% | 1.43% | 1.29% | 1.38% | 1.53% |
EXI iShares Global Industrials ETF | 1.25% | 1.32% | 1.47% | 1.84% | 1.63% | 1.42% | 1.26% | 1.72% | 2.21% | 1.48% | 1.75% | 1.95% |
Drawdowns
IYJ vs. EXI - Drawdown Comparison
The maximum IYJ drawdown since its inception was -61.97%, roughly equal to the maximum EXI drawdown of -62.60%. Use the drawdown chart below to compare losses from any high point for IYJ and EXI.
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Drawdown Indicators
| IYJ | EXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.97% | -62.60% | +0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.83% | -12.35% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.24% | -27.23% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -39.56% | -0.64% |
Current DrawdownCurrent decline from peak | -7.76% | -7.32% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -10.02% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 3.06% | +0.35% |
Volatility
IYJ vs. EXI - Volatility Comparison
The current volatility for iShares U.S. Industrials ETF (IYJ) is 6.10%, while iShares Global Industrials ETF (EXI) has a volatility of 7.49%. This indicates that IYJ experiences smaller price fluctuations and is considered to be less risky than EXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYJ | EXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 7.49% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 11.89% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.71% | 18.96% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.94% | 16.75% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.81% | 18.28% | +1.53% |