IYW vs. SCHW
Compare and contrast key facts about iShares U.S. Technology ETF (IYW) and The Charles Schwab Corporation (SCHW).
IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYW or SCHW.
Correlation
The correlation between IYW and SCHW is 0.53, 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
IYW vs. SCHW - Performance Comparison
Key characteristics
IYW:
1.45
SCHW:
0.86
IYW:
1.95
SCHW:
1.29
IYW:
1.26
SCHW:
1.19
IYW:
1.97
SCHW:
0.67
IYW:
6.70
SCHW:
2.13
IYW:
4.74%
SCHW:
10.42%
IYW:
21.89%
SCHW:
25.74%
IYW:
-81.89%
SCHW:
-86.79%
IYW:
-2.93%
SCHW:
-16.53%
Returns By Period
In the year-to-date period, IYW achieves a 1.11% return, which is significantly lower than SCHW's 3.24% return. Over the past 10 years, IYW has outperformed SCHW with an annualized return of 21.12%, while SCHW has yielded a comparatively lower 12.45% annualized return.
IYW
1.11%
1.10%
9.09%
26.26%
21.71%
21.12%
SCHW
3.24%
3.30%
24.00%
23.63%
11.19%
12.45%
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Risk-Adjusted Performance
IYW vs. SCHW — Risk-Adjusted Performance Rank
IYW
SCHW
IYW vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Technology ETF (IYW) and The Charles Schwab Corporation (SCHW). 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
IYW vs. SCHW - Dividend Comparison
IYW's dividend yield for the trailing twelve months is around 0.21%, less than SCHW's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW iShares U.S. Technology ETF | 0.21% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
SCHW The Charles Schwab Corporation | 1.31% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
IYW vs. SCHW - Drawdown Comparison
The maximum IYW drawdown since its inception was -81.89%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for IYW and SCHW. For additional features, visit the drawdowns tool.
Volatility
IYW vs. SCHW - Volatility Comparison
iShares U.S. Technology ETF (IYW) and The Charles Schwab Corporation (SCHW) have volatilities of 6.85% and 6.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.