IYT vs. UBER
IYT (iShares Transportation Average ETF) is Transportation Equities fund tracking the Dow Jones Transportation Average Index, while UBER (Uber Technologies, Inc.) is a stock. Over the past 5 years, IYT returned 6.34%/yr vs 6.51%/yr for UBER. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
IYT vs. UBER - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IYT achieves a 13.27% return, which is significantly higher than UBER's -14.74% return.
IYT
- 1D
- -0.78%
- 1M
- 3.24%
- YTD
- 13.27%
- 6M
- 12.06%
- 1Y
- 27.89%
- 3Y*
- 13.54%
- 5Y*
- 6.34%
- 10Y*
- 11.13%
UBER
- 1D
- -2.46%
- 1M
- -2.99%
- YTD
- -14.74%
- 6M
- -13.96%
- 1Y
- -18.27%
- 3Y*
- 17.14%
- 5Y*
- 6.51%
- 10Y*
- —
IYT vs. UBER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IYT iShares Transportation Average ETF | 13.27% | 11.48% | 4.10% | 24.62% | -21.74% | 26.41% | 14.20% | 3.26% |
UBER Uber Technologies, Inc. | -14.74% | 35.46% | -2.03% | 148.97% | -41.02% | -17.78% | 71.49% | -29.19% |
Correlation
The correlation between IYT and UBER is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since May 10, 2019 | 0.53 |
The correlation between IYT and UBER has been stable across timeframes, ranging from 0.52 to 0.62 - a consistent structural relationship.
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
IYT vs. UBER — Risk / Return Rank
IYT
UBER
IYT vs. UBER - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Transportation Average ETF (IYT) and Uber Technologies, Inc. (UBER). 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.
| IYT | UBER | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.58 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.93 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | -0.58 | +2.90 |
| Martin ratioReturn relative to average drawdown | 7.51 | -0.99 | +8.50 |
Loading charts...
Drawdowns
IYT vs. UBER - Drawdown Comparison
The maximum IYT drawdown since its inception was -60.39%, smaller than the maximum UBER drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for IYT and UBER.
Loading charts...
Drawdown Indicators
| IYT | UBER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.39% | -68.05% | +7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -31.46% | +19.37% |
Max Drawdown (3Y)Largest decline over 3 years | -26.35% | -31.46% | +5.11% |
Max Drawdown (5Y)Largest decline over 5 years | -29.15% | -60.45% | +31.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | — | — |
Current DrawdownCurrent decline from peak | -2.97% | -30.40% | +27.43% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -25.68% | +16.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 18.46% | -14.74% |
Volatility
IYT vs. UBER - Volatility Comparison
The current volatility for iShares Transportation Average ETF (IYT) is 7.09%, while Uber Technologies, Inc. (UBER) has a volatility of 10.64%. This indicates that IYT experiences smaller price fluctuations and is considered to be less risky than UBER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IYT | UBER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 10.64% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 16.27% | 23.80% | -7.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 33.30% | -12.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 44.89% | -22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 50.60% | -27.44% |
Dividends
IYT vs. UBER - Dividend Comparison
IYT's dividend yield for the trailing twelve months is around 0.93%, while UBER has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYT iShares Transportation Average ETF | 0.93% | 1.00% | 1.08% | 1.26% | 1.40% | 0.77% | 0.93% | 1.29% | 1.35% | 0.92% | 0.96% | 1.28% |
UBER Uber Technologies, Inc. | 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
IYT and UBER have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBER has higher volatility (10.64%) compared to IYT (7.09%). In terms of maximum drawdown, IYT dropped -60.39% vs UBER's -68.05%.
IYT currently has the higher Sharpe Ratio (1.36 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IYT and UBER
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