IYZ vs. IDV
IYZ (iShares U.S. Telecommunications ETF) and IDV (iShares International Select Dividend ETF) are both exchange-traded funds - IYZ is a Communications Equities fund tracking the Dow Jones U.S. Select Telecommunications Index, while IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend. Both are passively managed. Over the past 10 years, IYZ returned 5.94%/yr vs 10.92%/yr for IDV. A 0.62 correlation means they provide meaningful diversification when combined. IYZ charges 0.42%/yr vs 0.49%/yr for IDV.
Performance
IYZ vs. IDV - Performance Comparison
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Returns By Period
In the year-to-date period, IYZ achieves a 29.57% return, which is significantly higher than IDV's 13.60% return. Over the past 10 years, IYZ has underperformed IDV with an annualized return of 5.94%, while IDV has yielded a comparatively higher 10.92% annualized return.
IYZ
- 1D
- 1.27%
- 1M
- 2.31%
- YTD
- 29.57%
- 6M
- 32.60%
- 1Y
- 58.27%
- 3Y*
- 28.37%
- 5Y*
- 7.57%
- 10Y*
- 5.94%
IDV
- 1D
- 0.31%
- 1M
- 0.43%
- YTD
- 13.60%
- 6M
- 15.83%
- 1Y
- 36.40%
- 3Y*
- 25.11%
- 5Y*
- 12.17%
- 10Y*
- 10.92%
IYZ vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYZ iShares U.S. Telecommunications ETF | 29.57% | 29.28% | 20.53% | 3.90% | -30.29% | 11.69% | 4.13% | 16.14% | -8.59% | -11.86% |
IDV iShares International Select Dividend ETF | 13.60% | 52.16% | 4.00% | 10.32% | -6.40% | 12.00% | -5.94% | 23.56% | -10.37% | 19.74% |
Correlation
The correlation between IYZ and IDV is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2007 | 0.62 |
The correlation between IYZ and IDV shifts across timeframes, from 0.44 (1 year) to 0.62 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IYZ vs. IDV — Risk / Return Rank
IYZ
IDV
IYZ vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Telecommunications ETF (IYZ) and iShares International Select Dividend ETF (IDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IYZ | IDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.49 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 6.54 | 4.13 | +2.40 |
| Martin ratioReturn relative to average drawdown | 25.99 | 15.32 | +10.67 |
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Drawdowns
IYZ vs. IDV - Drawdown Comparison
The maximum IYZ drawdown since its inception was -77.11%, which is greater than IDV's maximum drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for IYZ and IDV.
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Drawdown Indicators
| IYZ | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.11% | -70.14% | -6.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.62% | -8.52% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -13.85% | -11.86% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -39.74% | -29.19% | -10.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.74% | -42.50% | +2.76% |
Current DrawdownCurrent decline from peak | -4.77% | -1.70% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -40.10% | -15.38% | -24.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.30% | -0.13% |
Volatility
IYZ vs. IDV - Volatility Comparison
iShares U.S. Telecommunications ETF (IYZ) has a higher volatility of 8.76% compared to iShares International Select Dividend ETF (IDV) at 4.24%. This indicates that IYZ's price experiences larger fluctuations and is considered to be riskier than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYZ | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 4.24% | +4.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.61% | 10.88% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 13.10% | +5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 15.58% | +3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 17.92% | +1.38% |
IYZ vs. IDV - Expense Ratio Comparison
IYZ has a 0.42% expense ratio, which is lower than IDV's 0.49% expense ratio.
Dividends
IYZ vs. IDV - Dividend Comparison
IYZ's dividend yield for the trailing twelve months is around 1.53%, less than IDV's 4.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 4.40% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
IYZ iShares U.S. Telecommunications ETF | 1.53% | 2.04% | 1.94% | 2.27% | 2.55% | 2.51% | 2.60% | 2.36% | 2.15% | 3.54% | 2.27% | 1.98% |
Frequently Asked Questions
IYZ and IDV have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IYZ has higher volatility (8.76%) compared to IDV (4.24%). In terms of maximum drawdown, IYZ dropped -77.11% vs IDV's -70.14%.
On 10-year performance, IDV leads with 10.92% vs 5.94% for IYZ. On fees, IYZ is cheaper at 0.42% per year. On volatility, IDV has been the lower-risk option at 4.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IDV has performed better with a 10.92% return vs 5.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IYZ is cheaper with a 0.42% expense ratio, compared with 0.49% for IDV.
IDV has the higher dividend yield at 4.40%, compared with 1.53% for IYZ.
IYZ is categorized as Communications Equities, while IDV is Global Equities. IYZ tracks Dow Jones U.S. Select Telecommunications Index, while IDV tracks Dow Jones EPAC Select Dividend. Their fees differ too: 0.42% for IYZ and 0.49% for IDV.
IYZ currently has the higher Sharpe Ratio (3.02 vs 2.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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