IYY vs. EDOW
Compare and contrast key facts about iShares Dow Jones U.S. ETF (IYY) and First Trust Dow 30 Equal Weight ETF (EDOW).
IYY and EDOW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Index. It was launched on Jun 12, 2000. EDOW is a passively managed fund by First Trust that tracks the performance of the Dow Jones Industrail Average Equal Weight TR. It was launched on Aug 8, 2017. Both IYY and EDOW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IYY vs. EDOW - Performance Comparison
Loading graphics...
IYY vs. EDOW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | -4.22% | 17.08% | 24.15% | 26.48% | -19.57% | 26.38% | 20.10% | 30.78% | -5.16% | 9.11% |
EDOW First Trust Dow 30 Equal Weight ETF | -1.45% | 15.46% | 13.17% | 15.47% | -7.45% | 18.82% | 6.64% | 24.69% | -2.04% | 11.90% |
Returns By Period
In the year-to-date period, IYY achieves a -4.22% return, which is significantly lower than EDOW's -1.45% return.
IYY
- 1D
- 2.98%
- 1M
- -4.99%
- YTD
- -4.22%
- 6M
- -1.98%
- 1Y
- 17.60%
- 3Y*
- 17.89%
- 5Y*
- 10.74%
- 10Y*
- 13.55%
EDOW
- 1D
- 1.76%
- 1M
- -5.43%
- YTD
- -1.45%
- 6M
- 2.32%
- 1Y
- 13.51%
- 3Y*
- 13.00%
- 5Y*
- 8.29%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYY vs. EDOW - Expense Ratio Comparison
IYY has a 0.20% expense ratio, which is lower than EDOW's 0.50% expense ratio.
Return for Risk
IYY vs. EDOW — Risk / Return Rank
IYY
EDOW
IYY vs. EDOW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones U.S. ETF (IYY) and First Trust Dow 30 Equal Weight ETF (EDOW). 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.
| IYY | EDOW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.86 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.34 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.29 | +0.20 |
Martin ratioReturn relative to average drawdown | 7.06 | 5.49 | +1.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IYY | EDOW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.86 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.59 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.59 | -0.18 |
Correlation
The correlation between IYY and EDOW is 0.85, 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.
Dividends
IYY vs. EDOW - Dividend Comparison
IYY's dividend yield for the trailing twelve months is around 1.01%, less than EDOW's 1.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | 1.01% | 0.95% | 1.05% | 1.29% | 1.48% | 1.04% | 1.31% | 1.80% | 1.97% | 1.62% | 1.81% | 1.97% |
EDOW First Trust Dow 30 Equal Weight ETF | 1.33% | 1.31% | 1.65% | 1.93% | 1.91% | 1.52% | 1.84% | 1.88% | 1.82% | 0.75% | 0.00% | 0.00% |
Drawdowns
IYY vs. EDOW - Drawdown Comparison
The maximum IYY drawdown since its inception was -55.17%, which is greater than EDOW's maximum drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for IYY and EDOW.
Loading graphics...
Drawdown Indicators
| IYY | EDOW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.17% | -33.72% | -21.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -11.30% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -21.98% | -3.48% |
Max Drawdown (10Y)Largest decline over 10 years | -34.90% | — | — |
Current DrawdownCurrent decline from peak | -6.23% | -6.80% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -10.91% | -4.11% | -6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.67% | -0.09% |
Volatility
IYY vs. EDOW - Volatility Comparison
iShares Dow Jones U.S. ETF (IYY) has a higher volatility of 5.44% compared to First Trust Dow 30 Equal Weight ETF (EDOW) at 4.20%. This indicates that IYY's price experiences larger fluctuations and is considered to be riskier than EDOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IYY | EDOW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 4.20% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 8.03% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.30% | 15.75% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 14.20% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 17.85% | +0.30% |