IYW vs. VGT
Compare and contrast key facts about iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT).
IYW and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both IYW and VGT 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: IYW or VGT.
Performance
IYW vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, IYW achieves a 28.88% return, which is significantly higher than VGT's 27.28% return. Both investments have delivered pretty close results over the past 10 years, with IYW having a 20.63% annualized return and VGT not far ahead at 20.69%.
IYW
28.88%
1.07%
12.94%
35.70%
24.07%
20.63%
VGT
27.28%
0.97%
13.82%
34.56%
22.52%
20.69%
Key characteristics
| IYW | VGT | |
|---|---|---|
| Sharpe Ratio | 1.64 | 1.59 |
| Sortino Ratio | 2.17 | 2.11 |
| Omega Ratio | 1.29 | 1.29 |
| Calmar Ratio | 2.16 | 2.20 |
| Martin Ratio | 7.45 | 7.89 |
| Ulcer Index | 4.66% | 4.24% |
| Daily Std Dev | 21.17% | 20.98% |
| Max Drawdown | -81.89% | -54.63% |
| Current Drawdown | -2.07% | -2.04% |
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IYW vs. VGT - Expense Ratio Comparison
IYW has a 0.42% expense ratio, which is higher than VGT's 0.10% expense ratio.
Correlation
The correlation between IYW and VGT is 0.97, 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.
Risk-Adjusted Performance
IYW vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
IYW's dividend yield for the trailing twelve months is around 0.31%, less than VGT's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW iShares U.S. Technology ETF | 0.31% | 0.40% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% | 1.06% |
VGT Vanguard Information Technology ETF | 0.61% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
IYW vs. VGT - Drawdown Comparison
The maximum IYW drawdown since its inception was -81.89%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IYW and VGT. For additional features, visit the drawdowns tool.
Volatility
IYW vs. VGT - Volatility Comparison
iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT) have volatilities of 6.59% and 6.62%, 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.