IYJ vs. XLI
Compare and contrast key facts about iShares U.S. Industrials ETF (IYJ) and Industrial Select Sector SPDR Fund (XLI).
IYJ and XLI 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. XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998. Both IYJ and XLI 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 XLI.
Correlation
The correlation between IYJ and XLI is 0.86, 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. XLI - Performance Comparison
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Key characteristics
IYJ:
0.43
XLI:
0.51
IYJ:
0.81
XLI:
0.94
IYJ:
1.11
XLI:
1.13
IYJ:
0.48
XLI:
0.60
IYJ:
1.69
XLI:
2.12
IYJ:
5.62%
XLI:
5.23%
IYJ:
19.77%
XLI:
19.73%
IYJ:
-61.97%
XLI:
-62.26%
IYJ:
-6.81%
XLI:
-4.71%
Returns By Period
In the year-to-date period, IYJ achieves a 0.19% return, which is significantly lower than XLI's 3.62% return. Both investments have delivered pretty close results over the past 10 years, with IYJ having a 10.78% annualized return and XLI not far ahead at 11.24%.
IYJ
0.19%
6.70%
-5.12%
8.46%
15.20%
10.78%
XLI
3.62%
7.38%
-3.43%
9.99%
18.51%
11.24%
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IYJ vs. XLI - Expense Ratio Comparison
IYJ has a 0.42% expense ratio, which is higher than XLI's 0.13% expense ratio.
Risk-Adjusted Performance
IYJ vs. XLI — Risk-Adjusted Performance Rank
IYJ
XLI
IYJ vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) and Industrial Select Sector SPDR Fund (XLI). 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. XLI - Dividend Comparison
IYJ's dividend yield for the trailing twelve months is around 0.91%, less than XLI's 1.42% 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% |
XLI Industrial Select Sector SPDR Fund | 1.42% | 1.44% | 1.63% | 1.63% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
IYJ vs. XLI - Drawdown Comparison
The maximum IYJ drawdown since its inception was -61.97%, roughly equal to the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for IYJ and XLI. For additional features, visit the drawdowns tool.
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Volatility
IYJ vs. XLI - Volatility Comparison
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