IYY vs. VOO
Compare and contrast key facts about iShares Dow Jones U.S. ETF (IYY) and Vanguard S&P 500 ETF (VOO).
IYY and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IYY and VOO 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: IYY or VOO.
Correlation
The correlation between IYY and VOO is 0.99, 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.
Performance
IYY vs. VOO - Performance Comparison
Key characteristics
IYY:
2.16
VOO:
2.21
IYY:
2.87
VOO:
2.92
IYY:
1.40
VOO:
1.41
IYY:
3.30
VOO:
3.34
IYY:
13.33
VOO:
14.07
IYY:
2.12%
VOO:
2.01%
IYY:
13.03%
VOO:
12.80%
IYY:
-55.17%
VOO:
-33.99%
IYY:
-1.64%
VOO:
-1.36%
Returns By Period
In the year-to-date period, IYY achieves a 2.21% return, which is significantly higher than VOO's 1.98% return. Both investments have delivered pretty close results over the past 10 years, with IYY having a 12.91% annualized return and VOO not far ahead at 13.52%.
IYY
2.21%
2.47%
10.11%
25.54%
13.72%
12.91%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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IYY vs. VOO - Expense Ratio Comparison
IYY has a 0.20% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IYY vs. VOO — Risk-Adjusted Performance Rank
IYY
VOO
IYY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones U.S. ETF (IYY) and Vanguard S&P 500 ETF (VOO). 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
IYY vs. VOO - Dividend Comparison
IYY's dividend yield for the trailing twelve months is around 1.03%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | 1.03% | 1.05% | 1.29% | 1.49% | 1.04% | 1.31% | 1.80% | 1.97% | 1.62% | 1.81% | 1.97% | 1.66% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IYY vs. VOO - Drawdown Comparison
The maximum IYY drawdown since its inception was -55.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IYY and VOO. For additional features, visit the drawdowns tool.
Volatility
IYY vs. VOO - Volatility Comparison
iShares Dow Jones U.S. ETF (IYY) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.18% and 5.05%, 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.