PortfoliosLab logoPortfoliosLab logo
IYJ vs. TRUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IYJ vs. TRUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Industrials ETF (IYJ) and VanEck Industrials TruSector ETF (TRUI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


IYJ

1D
1.71%
1M
0.11%
6M
7.11%
YTD
12.88%
1Y
17.95%
3Y*
16.91%
5Y*
9.36%
10Y*
12.57%
ALL TIME*
8.09%

TRUI

1D
1.84%
1M
-0.28%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$23.95M$14.74M$15.31M
$15.90K$8.63K$11.14K

IYJ vs. TRUI - Yearly Performance Comparison


Correlation

The correlation between IYJ and TRUI is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 3, 2026

0.96

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IYJ vs. TRUI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IYJ
IYJ Risk / Return Rank: 4444
Overall Rank
IYJ Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
IYJ Sortino Ratio Rank: 4444
Sortino Ratio Rank
IYJ Omega Ratio Rank: 4040
Omega Ratio Rank
IYJ Calmar Ratio Rank: 4343
Calmar Ratio Rank
IYJ Martin Ratio Rank: 4949
Martin Ratio Rank

TRUI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IYJ vs. TRUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) and VanEck Industrials TruSector ETF (TRUI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IYJTRUIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

1.58

Martin ratioReturn relative to average drawdown

5.80

IYJ vs. TRUI - Sharpe Ratio Comparison


Loading charts...

Drawdowns

IYJ vs. TRUI - Drawdown Comparison

The maximum IYJ drawdown since its inception was -61.97%, which is greater than TRUI's maximum drawdown of -4.71%. Use the drawdown chart below to compare losses from any high point for IYJ and TRUI.


Loading charts...

Drawdown Indicators


IYJTRUIDifference

Max Drawdown

Largest peak-to-trough decline

-61.97%

-4.71%

-57.26%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

Max Drawdown (3Y)

Largest decline over 3 years

-19.67%

Max Drawdown (5Y)

Largest decline over 5 years

-26.24%

Max Drawdown (10Y)

Largest decline over 10 years

-40.20%

Current Drawdown

Current decline from peak

-0.47%

-1.15%

+0.68%

Average Drawdown

Average peak-to-trough decline

-11.15%

-1.64%

-9.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.10%

Volatility

IYJ vs. TRUI - Volatility Comparison


Loading charts...

Volatility by Period


IYJTRUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.71%

Volatility (6M)

Calculated over the trailing 6-month period

12.78%

Volatility (1Y)

Calculated over the trailing 1-year period

16.00%

20.64%

-4.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.18%

20.64%

-2.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.90%

20.64%

-0.74%

IYJ vs. TRUI - Expense Ratio Comparison

IYJ has a 0.38% expense ratio, which is higher than TRUI's 0.10% expense ratio.


Dividends

IYJ vs. TRUI - Dividend Comparison

IYJ's dividend yield for the trailing twelve months is around 0.70%, while TRUI has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IYJ
iShares U.S. Industrials ETF
0.70%0.83%0.88%1.05%1.05%0.76%1.01%1.32%1.43%1.29%1.38%1.53%
TRUI
VanEck Industrials TruSector ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.96, IYJ and TRUI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, TRUI is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUI is cheaper with a 0.10% expense ratio, compared with 0.38% for IYJ.

IYJ has the higher dividend yield at 0.70%, compared with 0.00% for TRUI.

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.38% for IYJ and 0.10% for TRUI.

Portfolio Optimizer

Find the right allocation for IYJ and TRUI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer