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IYZ vs. VEA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IYZ vs. VEA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Telecommunications ETF (IYZ) and Vanguard FTSE Developed Markets ETF (VEA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IYZ achieves a 29.57% return, which is significantly higher than VEA's 14.73% return. Over the past 10 years, IYZ has underperformed VEA with an annualized return of 5.94%, while VEA has yielded a comparatively higher 10.72% 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%

VEA

1D
0.34%
1M
3.58%
YTD
14.73%
6M
16.65%
1Y
31.41%
3Y*
19.03%
5Y*
9.51%
10Y*
10.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYZ vs. VEA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VEA
Vanguard FTSE Developed Markets ETF
14.73%35.16%3.15%17.93%-15.34%11.66%9.71%22.62%-14.75%26.42%

Correlation

The correlation between IYZ and VEA is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.50

Correlation (3Y)
Calculated over the trailing 3-year period

0.53

Correlation (5Y)
Calculated over the trailing 5-year period

0.61

Correlation (10Y)
Calculated over the trailing 10-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2007

0.66

The correlation between IYZ and VEA shifts across timeframes, from 0.50 (1 year) to 0.66 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IYZ vs. VEA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IYZ
IYZ Risk / Return Rank: 9393
Overall Rank
IYZ Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
IYZ Sortino Ratio Rank: 9292
Sortino Ratio Rank
IYZ Omega Ratio Rank: 9191
Omega Ratio Rank
IYZ Calmar Ratio Rank: 9494
Calmar Ratio Rank
IYZ Martin Ratio Rank: 9595
Martin Ratio Rank

VEA
VEA Risk / Return Rank: 6262
Overall Rank
VEA Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
VEA Sortino Ratio Rank: 6262
Sortino Ratio Rank
VEA Omega Ratio Rank: 6363
Omega Ratio Rank
VEA Calmar Ratio Rank: 5959
Calmar Ratio Rank
VEA Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IYZ vs. VEA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Telecommunications ETF (IYZ) and Vanguard FTSE Developed Markets ETF (VEA). 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.


IYZVEADifference
Sharpe ratioReturn per unit of total volatility

+1.21

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.52

1.33

+0.19

Calmar ratioReturn relative to maximum drawdown

6.54

2.58

+3.96

Martin ratioReturn relative to average drawdown

25.99

9.92

+16.07

IYZ vs. VEA - Sharpe Ratio Comparison

The current IYZ Sharpe Ratio is 3.02, which is higher than the VEA Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of IYZ and VEA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IYZ vs. VEA - Drawdown Comparison

The maximum IYZ drawdown since its inception was -77.11%, which is greater than VEA's maximum drawdown of -60.68%. Use the drawdown chart below to compare losses from any high point for IYZ and VEA.


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Drawdown Indicators


IYZVEADifference

Max Drawdown

Largest peak-to-trough decline

-77.11%

-60.68%

-16.43%

Max Drawdown (1Y)

Largest decline over 1 year

-8.62%

-11.63%

+3.01%

Max Drawdown (3Y)

Largest decline over 3 years

-13.85%

-13.45%

-0.40%

Max Drawdown (5Y)

Largest decline over 5 years

-39.74%

-29.71%

-10.03%

Max Drawdown (10Y)

Largest decline over 10 years

-39.74%

-35.73%

-4.01%

Current Drawdown

Current decline from peak

-4.77%

-1.06%

-3.71%

Average Drawdown

Average peak-to-trough decline

-40.10%

-13.28%

-26.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.17%

3.02%

-0.85%

Volatility

IYZ vs. VEA - Volatility Comparison

iShares U.S. Telecommunications ETF (IYZ) has a higher volatility of 8.76% compared to Vanguard FTSE Developed Markets ETF (VEA) at 6.84%. This indicates that IYZ's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IYZVEADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.76%

6.84%

+1.92%

Volatility (6M)

Calculated over the trailing 6-month period

15.61%

14.38%

+1.23%

Volatility (1Y)

Calculated over the trailing 1-year period

18.65%

16.58%

+2.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.88%

16.72%

+2.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.30%

17.40%

+1.90%

IYZ vs. VEA - Expense Ratio Comparison

IYZ has a 0.42% expense ratio, which is higher than VEA's 0.03% expense ratio.


Dividends

IYZ vs. VEA - Dividend Comparison

IYZ's dividend yield for the trailing twelve months is around 1.53%, less than VEA's 2.62% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VEA
Vanguard FTSE Developed Markets ETF
2.62%3.22%3.35%3.15%2.91%3.16%2.04%3.04%3.35%2.77%3.05%2.92%

Frequently Asked Questions


IYZ and VEA have a correlation of 0.50, 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 VEA (6.84%). In terms of maximum drawdown, IYZ dropped -77.11% vs VEA's -60.68%.

On 10-year performance, VEA leads with 10.72% vs 5.94% for IYZ. On fees, VEA is cheaper at 0.03% per year. On volatility, VEA has been the lower-risk option at 6.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VEA has performed better with a 10.72% return vs 5.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VEA is cheaper with a 0.03% expense ratio, compared with 0.42% for IYZ.

VEA has the higher dividend yield at 2.62%, compared with 1.53% for IYZ.

IYZ is categorized as Communications Equities, while VEA is Foreign Large Cap Equities. IYZ tracks Dow Jones U.S. Select Telecommunications Index, while VEA tracks FTSE Developed All Cap ex US Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.42% for IYZ and 0.03% for VEA.

IYZ currently has the higher Sharpe Ratio (3.02 vs 1.81), 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.

Portfolio Optimizer

Find the right allocation for IYZ and VEA

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