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IYW vs. TRUT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IYW vs. TRUT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Technology ETF (IYW) and Vaneck Technology Trusector ETF (TRUT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IYW achieves a 29.03% return, which is significantly higher than TRUT's 25.30% return.


IYW

1D
-0.92%
1M
16.53%
YTD
29.03%
6M
28.22%
1Y
59.52%
3Y*
35.24%
5Y*
22.87%
10Y*
26.11%

TRUT

1D
-1.46%
1M
16.68%
YTD
25.30%
6M
24.37%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYW vs. TRUT - Yearly Performance Comparison


2026 (YTD)2025
IYW
iShares U.S. Technology ETF
29.03%11.87%
TRUT
Vaneck Technology Trusector ETF
25.30%10.16%

Correlation

The correlation between IYW and TRUT is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 22, 2025

0.97

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Return for Risk

IYW vs. TRUT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IYW
IYW Risk / Return Rank: 7575
Overall Rank
IYW Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IYW Sortino Ratio Rank: 8181
Sortino Ratio Rank
IYW Omega Ratio Rank: 8080
Omega Ratio Rank
IYW Calmar Ratio Rank: 6666
Calmar Ratio Rank
IYW Martin Ratio Rank: 6060
Martin Ratio Rank

TRUT
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IYW vs. TRUT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Technology ETF (IYW) and Vaneck Technology Trusector ETF (TRUT). 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.


IYWTRUTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.48

Calmar ratioReturn relative to maximum drawdown

3.36

Martin ratioReturn relative to average drawdown

11.00

IYW vs. TRUT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IYWTRUTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

2.39

-2.04

Drawdowns

IYW vs. TRUT - Drawdown Comparison

The maximum IYW drawdown since its inception was -81.90%, which is greater than TRUT's maximum drawdown of -18.55%. Use the drawdown chart below to compare losses from any high point for IYW and TRUT.


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Drawdown Indicators


IYWTRUTDifference

Max Drawdown

Largest peak-to-trough decline

-81.90%

-18.55%

-63.35%

Max Drawdown (1Y)

Largest decline over 1 year

-17.81%

Max Drawdown (3Y)

Largest decline over 3 years

-26.47%

Max Drawdown (5Y)

Largest decline over 5 years

-39.44%

Max Drawdown (10Y)

Largest decline over 10 years

-39.44%

Current Drawdown

Current decline from peak

-0.92%

-1.46%

+0.54%

Average Drawdown

Average peak-to-trough decline

-34.66%

-5.17%

-29.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.43%

Volatility

IYW vs. TRUT - Volatility Comparison


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Volatility by Period


IYWTRUTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.30%

Volatility (6M)

Calculated over the trailing 6-month period

15.85%

Volatility (1Y)

Calculated over the trailing 1-year period

20.09%

21.53%

-1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.87%

21.53%

+4.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.09%

21.53%

+3.56%

IYW vs. TRUT - Expense Ratio Comparison

IYW has a 0.38% expense ratio, which is higher than TRUT's 0.13% expense ratio.


Dividends

IYW vs. TRUT - Dividend Comparison

IYW's dividend yield for the trailing twelve months is around 0.11%, less than TRUT's 0.19% yield.


PositionTTM20252024202320222021202020192018201720162015
IYW
iShares U.S. Technology ETF
0.11%0.14%0.21%0.34%0.50%0.31%0.56%0.72%0.92%0.82%1.14%1.12%
TRUT
Vaneck Technology Trusector ETF
0.19%0.14%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 0.97, IYW and TRUT 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, TRUT is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUT is cheaper with a 0.13% expense ratio, compared with 0.38% for IYW.

TRUT has the higher dividend yield at 0.19%, compared with 0.11% for IYW.

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.38% for IYW and 0.13% for TRUT.

Portfolio Optimizer

Find the right allocation for IYW and TRUT

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