UNP vs. IYT
Compare and contrast key facts about Union Pacific Corporation (UNP) and iShares Transportation Average ETF (IYT).
IYT is a passively managed fund by iShares that tracks the performance of the Dow Jones Transportation Average Index. It was launched on Oct 10, 2003.
Performance
UNP vs. IYT - Performance Comparison
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UNP vs. IYT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNP Union Pacific Corporation | 5.43% | 3.86% | -5.10% | 21.61% | -15.93% | 23.31% | 17.64% | 33.70% | 5.26% | 32.30% |
IYT iShares Transportation Average ETF | 0.48% | 11.48% | 4.10% | 24.62% | -21.74% | 26.41% | 14.20% | 20.11% | -12.87% | 18.89% |
Returns By Period
In the year-to-date period, UNP achieves a 5.43% return, which is significantly higher than IYT's 0.48% return. Over the past 10 years, UNP has outperformed IYT with an annualized return of 14.40%, while IYT has yielded a comparatively lower 9.02% annualized return.
UNP
- 1D
- 1.42%
- 1M
- -8.44%
- YTD
- 5.43%
- 6M
- 3.78%
- 1Y
- 5.12%
- 3Y*
- 8.90%
- 5Y*
- 4.28%
- 10Y*
- 14.40%
IYT
- 1D
- 3.35%
- 1M
- -8.45%
- YTD
- 0.48%
- 6M
- 4.61%
- 1Y
- 17.82%
- 3Y*
- 10.71%
- 5Y*
- 4.04%
- 10Y*
- 9.02%
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Return for Risk
UNP vs. IYT — Risk / Return Rank
UNP
IYT
UNP vs. IYT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Pacific Corporation (UNP) and iShares Transportation Average ETF (IYT). 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.
| UNP | IYT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.69 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.16 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.15 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.23 | -0.68 |
Martin ratioReturn relative to average drawdown | 1.19 | 4.19 | -3.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNP | IYT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.69 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.18 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.39 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.40 | +0.02 |
Correlation
The correlation between UNP and IYT is 0.76, 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.
Dividends
UNP vs. IYT - Dividend Comparison
UNP's dividend yield for the trailing twelve months is around 2.26%, more than IYT's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNP Union Pacific Corporation | 2.26% | 2.35% | 2.32% | 2.12% | 2.45% | 1.70% | 1.86% | 2.05% | 2.21% | 1.85% | 2.17% | 2.81% |
IYT iShares Transportation Average ETF | 1.07% | 1.00% | 1.08% | 1.26% | 1.40% | 0.77% | 0.93% | 1.29% | 1.35% | 0.92% | 0.96% | 1.28% |
Drawdowns
UNP vs. IYT - Drawdown Comparison
The maximum UNP drawdown since its inception was -67.49%, which is greater than IYT's maximum drawdown of -60.39%. Use the drawdown chart below to compare losses from any high point for UNP and IYT.
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Drawdown Indicators
| UNP | IYT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.49% | -60.39% | -7.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -15.01% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.83% | -29.15% | -2.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.72% | -41.28% | +2.56% |
Current DrawdownCurrent decline from peak | -9.12% | -9.14% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -17.13% | -9.37% | -7.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.88% | 4.42% | +1.46% |
Volatility
UNP vs. IYT - Volatility Comparison
The current volatility for Union Pacific Corporation (UNP) is 5.68%, while iShares Transportation Average ETF (IYT) has a volatility of 7.73%. This indicates that UNP experiences smaller price fluctuations and is considered to be less risky than IYT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNP | IYT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 7.73% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 14.66% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.82% | 26.02% | -3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.30% | 22.07% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.19% | 23.05% | +2.14% |