MDU vs. IYW
Compare and contrast key facts about MDU Resources Group, Inc. (MDU) and iShares U.S. Technology ETF (IYW).
IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDU or IYW.
Correlation
The correlation between MDU and IYW is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MDU vs. IYW - Performance Comparison
Key characteristics
MDU:
2.89
IYW:
1.58
MDU:
3.81
IYW:
2.10
MDU:
1.49
IYW:
1.28
MDU:
4.94
IYW:
2.13
MDU:
17.37
IYW:
7.31
MDU:
4.12%
IYW:
4.68%
MDU:
24.77%
IYW:
21.62%
MDU:
-61.78%
IYW:
-81.89%
MDU:
-9.60%
IYW:
-2.49%
Returns By Period
In the year-to-date period, MDU achieves a 70.20% return, which is significantly higher than IYW's 32.29% return. Over the past 10 years, MDU has underperformed IYW with an annualized return of 12.29%, while IYW has yielded a comparatively higher 20.71% annualized return.
MDU
70.20%
-3.06%
31.43%
71.06%
14.65%
12.29%
IYW
32.29%
2.64%
7.87%
32.62%
23.53%
20.71%
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Risk-Adjusted Performance
MDU vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MDU Resources Group, Inc. (MDU) and iShares U.S. Technology ETF (IYW). 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
MDU vs. IYW - Dividend Comparison
MDU's dividend yield for the trailing twelve months is around 1.88%, more than IYW's 0.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDU MDU Resources Group, Inc. | 1.88% | 5.08% | 4.05% | 3.35% | 3.18% | 2.75% | 4.01% | 4.63% | 4.75% | 6.46% | 3.05% | 3.19% |
IYW iShares U.S. Technology ETF | 0.20% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% | 1.06% |
Drawdowns
MDU vs. IYW - Drawdown Comparison
The maximum MDU drawdown since its inception was -61.78%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for MDU and IYW. For additional features, visit the drawdowns tool.
Volatility
MDU vs. IYW - Volatility Comparison
MDU Resources Group, Inc. (MDU) has a higher volatility of 8.04% compared to iShares U.S. Technology ETF (IYW) at 5.63%. This indicates that MDU's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.