IYT vs. XSD
Compare and contrast key facts about iShares Transportation Average ETF (IYT) and SPDR S&P Semiconductor ETF (XSD).
IYT and XSD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYT is a passively managed fund by iShares that tracks the performance of the Dow Jones Transportation Average Index. It was launched on Oct 10, 2003. XSD is a passively managed fund by State Street that tracks the performance of the S&P Semiconductor Select Industry. It was launched on Jan 31, 2006. Both IYT and XSD 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: IYT or XSD.
Key characteristics
| IYT | XSD | |
|---|---|---|
| YTD Return | 1.11% | 6.19% |
| 1Y Return | 20.98% | 23.87% |
| 3Y Return (Ann) | 3.46% | 13.79% |
| 5Y Return (Ann) | 12.16% | 25.68% |
| 10Y Return (Ann) | 11.46% | 22.49% |
| Sharpe Ratio | 1.28 | 0.90 |
| Daily Std Dev | 17.10% | 30.39% |
| Max Drawdown | -59.34% | -64.56% |
| Current Drawdown | -6.30% | -3.30% |
Correlation
The correlation between IYT and XSD is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IYT vs. XSD - Performance Comparison
In the year-to-date period, IYT achieves a 1.11% return, which is significantly lower than XSD's 6.19% return. Over the past 10 years, IYT has underperformed XSD with an annualized return of 11.46%, while XSD has yielded a comparatively higher 22.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYT vs. XSD - Expense Ratio Comparison
IYT has a 0.42% expense ratio, which is higher than XSD's 0.35% expense ratio.
Risk-Adjusted Performance
IYT vs. XSD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Transportation Average ETF (IYT) and SPDR S&P Semiconductor ETF (XSD). 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.
Dividends
IYT vs. XSD - Dividend Comparison
IYT's dividend yield for the trailing twelve months is around 4.06%, more than XSD's 0.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYT iShares Transportation Average ETF | 4.06% | 5.04% | 5.61% | 3.09% | 3.72% | 5.15% | 5.39% | 3.70% | 3.83% | 5.12% | 2.79% | 3.46% |
XSD SPDR S&P Semiconductor ETF | 0.24% | 0.31% | 0.44% | 0.10% | 0.26% | 0.51% | 1.16% | 0.59% | 0.64% | 0.58% | 0.46% | 0.52% |
Drawdowns
IYT vs. XSD - Drawdown Comparison
The maximum IYT drawdown since its inception was -59.34%, smaller than the maximum XSD drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for IYT and XSD. For additional features, visit the drawdowns tool.
Volatility
IYT vs. XSD - Volatility Comparison
The current volatility for iShares Transportation Average ETF (IYT) is 4.79%, while SPDR S&P Semiconductor ETF (XSD) has a volatility of 7.85%. This indicates that IYT experiences smaller price fluctuations and is considered to be less risky than XSD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.