WMT vs. IYW
WMT (Walmart Inc.) is a stock, while IYW (iShares U.S. Technology ETF) is Technology Equities fund tracking the Russell 1000 Technology RIC 22.5/45 Capped Index. Over the past 10 years, WMT returned 18.64%/yr vs 24.81%/yr for IYW. At a 0.33 correlation, their price movements are largely independent.
Performance
WMT vs. IYW - Performance Comparison
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Returns By Period
In the year-to-date period, WMT achieves a 2.95% return, which is significantly lower than IYW's 19.89% return. Over the past 10 years, WMT has underperformed IYW with an annualized return of 18.64%, while IYW has yielded a comparatively higher 24.81% annualized return.
WMT
- 1D
- -0.62%
- 1M
- -3.29%
- 6M
- -4.18%
- YTD
- 2.95%
- 1Y
- 21.14%
- 3Y*
- 31.82%
- 5Y*
- 20.88%
- 10Y*
- 18.64%
IYW
- 1D
- -1.43%
- 1M
- -2.90%
- 6M
- 19.76%
- YTD
- 19.89%
- 1Y
- 34.05%
- 3Y*
- 28.51%
- 5Y*
- 19.43%
- 10Y*
- 24.81%
WMT vs. IYW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 2.95% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
IYW iShares U.S. Technology ETF | 19.89% | 25.38% | 30.25% | 65.44% | -34.83% | 35.44% | 47.45% | 46.64% | -0.93% | 36.60% |
Correlation
The correlation between WMT and IYW is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since May 19, 2000 | 0.33 |
The correlation between WMT and IYW shifts across timeframes, from -0.20 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WMT vs. IYW — Risk / Return Rank
WMT
IYW
WMT vs. IYW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) 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.
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.
| WMT | IYW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.92 | -0.80 |
| Martin ratioReturn relative to average drawdown | 3.24 | 5.92 | -2.69 |
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Drawdowns
WMT vs. IYW - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.14%, smaller than the maximum IYW drawdown of -81.90%. Use the drawdown chart below to compare losses from any high point for WMT and IYW.
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Drawdown Indicators
| WMT | IYW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | -81.90% | +4.76% |
Max Drawdown (1Y)Largest decline over 1 year | -18.91% | -17.81% | -1.10% |
Max Drawdown (3Y)Largest decline over 3 years | -21.93% | -26.47% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -39.44% | +13.70% |
Max Drawdown (10Y)Largest decline over 10 years | -25.74% | -39.44% | +13.70% |
Current DrawdownCurrent decline from peak | -14.87% | -7.94% | -6.93% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -34.52% | +19.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.55% | 5.76% | +0.79% |
Volatility
WMT vs. IYW - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 7.67%, while iShares U.S. Technology ETF (IYW) has a volatility of 8.61%. This indicates that WMT 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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Volatility by Period
| WMT | IYW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.67% | 8.61% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 19.12% | 19.42% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.36% | 23.14% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 26.37% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.85% | 25.30% | -3.45% |
Dividends
WMT vs. IYW - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.84%, more than IYW's 0.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW iShares U.S. Technology ETF | 0.11% | 0.14% | 0.21% | 0.34% | 0.50% | 0.31% | 0.56% | 0.72% | 0.92% | 0.82% | 1.14% | 1.12% |
WMT Walmart Inc. | 0.84% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Frequently Asked Questions
WMT and IYW have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IYW has higher volatility (8.61%) compared to WMT (7.67%). In terms of maximum drawdown, WMT dropped -77.14% vs IYW's -81.90%.
IYW currently has the higher Sharpe Ratio (1.48 vs 0.87), 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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