IYY vs. IYM
Compare and contrast key facts about iShares Dow Jones U.S. ETF (IYY) and iShares U.S. Basic Materials ETF (IYM).
IYY and IYM 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. IYM is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Basic Materials Index. It was launched on Jun 20, 2000. Both IYY and IYM 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. IYM - Performance Comparison
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IYY vs. IYM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | -3.50% | 17.08% | 24.15% | 26.48% | -19.57% | 26.38% | 20.10% | 30.78% | -5.16% | 21.33% |
IYM iShares U.S. Basic Materials ETF | 16.42% | 20.41% | -4.54% | 12.83% | -9.15% | 25.62% | 17.87% | 19.22% | -16.63% | 24.83% |
Returns By Period
In the year-to-date period, IYY achieves a -3.50% return, which is significantly lower than IYM's 16.42% return. Over the past 10 years, IYY has outperformed IYM with an annualized return of 13.64%, while IYM has yielded a comparatively lower 11.13% annualized return.
IYY
- 1D
- 0.76%
- 1M
- -4.28%
- YTD
- -3.50%
- 6M
- -1.57%
- 1Y
- 18.07%
- 3Y*
- 18.19%
- 5Y*
- 10.91%
- 10Y*
- 13.64%
IYM
- 1D
- 1.61%
- 1M
- -5.46%
- YTD
- 16.42%
- 6M
- 22.01%
- 1Y
- 34.61%
- 3Y*
- 12.30%
- 5Y*
- 8.93%
- 10Y*
- 11.13%
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IYY vs. IYM - Expense Ratio Comparison
IYY has a 0.20% expense ratio, which is lower than IYM's 0.42% expense ratio.
Return for Risk
IYY vs. IYM — Risk / Return Rank
IYY
IYM
IYY vs. IYM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones U.S. ETF (IYY) and iShares U.S. Basic Materials ETF (IYM). 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 | IYM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.55 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.15 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.38 | -0.86 |
Martin ratioReturn relative to average drawdown | 7.11 | 8.81 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYY | IYM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.55 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.44 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.52 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.33 | +0.08 |
Correlation
The correlation between IYY and IYM is 0.75, 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. IYM - Dividend Comparison
IYY's dividend yield for the trailing twelve months is around 1.00%, less than IYM's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | 1.00% | 0.95% | 1.05% | 1.29% | 1.48% | 1.04% | 1.31% | 1.80% | 1.97% | 1.62% | 1.81% | 1.97% |
IYM iShares U.S. Basic Materials ETF | 1.30% | 1.51% | 1.65% | 1.77% | 2.14% | 1.48% | 1.39% | 2.08% | 1.68% | 1.43% | 1.47% | 2.04% |
Drawdowns
IYY vs. IYM - Drawdown Comparison
The maximum IYY drawdown since its inception was -55.17%, smaller than the maximum IYM drawdown of -67.78%. Use the drawdown chart below to compare losses from any high point for IYY and IYM.
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Drawdown Indicators
| IYY | IYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.17% | -67.78% | +12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -14.54% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -29.94% | +4.48% |
Max Drawdown (10Y)Largest decline over 10 years | -34.90% | -42.76% | +7.86% |
Current DrawdownCurrent decline from peak | -5.52% | -5.46% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -10.91% | -11.51% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 3.93% | -1.33% |
Volatility
IYY vs. IYM - Volatility Comparison
The current volatility for iShares Dow Jones U.S. ETF (IYY) is 5.47%, while iShares U.S. Basic Materials ETF (IYM) has a volatility of 7.07%. This indicates that IYY experiences smaller price fluctuations and is considered to be less risky than IYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYY | IYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 7.07% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 14.93% | -5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 22.42% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 20.33% | -3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 21.66% | -3.51% |