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 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MDU vs. IYW - Performance Comparison
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Key characteristics
MDU:
1.08
IYW:
0.54
MDU:
1.68
IYW:
0.91
MDU:
1.21
IYW:
1.13
MDU:
1.40
IYW:
0.59
MDU:
3.10
IYW:
1.85
MDU:
9.67%
IYW:
8.36%
MDU:
27.12%
IYW:
30.16%
MDU:
-62.17%
IYW:
-81.89%
MDU:
-10.60%
IYW:
-4.11%
Returns By Period
In the year-to-date period, MDU achieves a -0.67% return, which is significantly lower than IYW's 0.26% return. Over the past 10 years, MDU has underperformed IYW with an annualized return of 11.83%, while IYW has yielded a comparatively higher 20.05% annualized return.
MDU
-0.67%
5.90%
-3.11%
28.98%
24.46%
21.05%
11.83%
IYW
0.26%
21.72%
2.44%
16.08%
24.88%
21.11%
20.05%
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Risk-Adjusted Performance
MDU vs. IYW — Risk-Adjusted Performance Rank
MDU
IYW
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.
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Dividends
MDU vs. IYW - Dividend Comparison
MDU's dividend yield for the trailing twelve months is around 2.26%, more than IYW's 0.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDU MDU Resources Group, Inc. | 2.26% | 1.89% | 4.06% | 2.88% | 2.77% | 3.17% | 2.74% | 3.33% | 2.88% | 2.62% | 4.01% | 3.04% |
IYW iShares U.S. Technology ETF | 0.21% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
Drawdowns
MDU vs. IYW - Drawdown Comparison
The maximum MDU drawdown since its inception was -62.17%, 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.
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Volatility
MDU vs. IYW - Volatility Comparison
The current volatility for MDU Resources Group, Inc. (MDU) is 7.14%, while iShares U.S. Technology ETF (IYW) has a volatility of 7.73%. This indicates that MDU experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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