Compare · 2 funds side by side · dividends reinvested

PYZ and IYM

PYZInvesco×IYMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,057IYM · best of the two

02 / 04

PYZ and IYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.25%+20.3%+31.6%+16.4%+8.5%−13.6%20.4%$1.2B1.1

Invesco Dorsey Wright Basic Materials Momentum ETFSectors · Materials0.79%0.50%+2.8%+11.1%+16.5%+5.9%−17.8%25.9%$63M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PYZ 2006 · IYM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Basic Materials Momentum ETF · $63M$13,321

PYZ

IYM

iShares U.S. Basic Materials ETF · $1.2B$15,057

$10,000 five years ago, dividends reinvested · they hold 41.2% in common

PYZMeasureIYM

+2.8%Year to dateJan 1 → Nov 4+20.3%

+11.1%1 yearTotal return+31.6%

+16.5%3 years · per year$10,000 became $15,793 · $15,752+16.4%

+5.9%5 years · per year$10,000 became $13,321 · $15,057+8.5%

0.79%Expense ratio$79 · $37 a year on $10k · lower is better0.37%

0.50%Trailing 12-mo yield$50 · $125 a year on $10k1.25%

−17.8%Worst dropSmaller is better−13.6%

25.9%VolatilityLower is calmer20.4%

PYZIYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PYZ vs IYM: Top 5 Holdings

Today

PYZ

20.9%in top 5

IYM

in top 550.7%

PYZStockIYM

not top 5LIN20.9%

not top 5NEM10.1%

not top 5FCX7.9%

not top 5ECL6.8%

5.0%RSnot top 5

not top 5APD4.9%

4.5%ATInot top 5

4.1%NUEnot top 5

3.6%CFnot top 5

3.6%DDnot top 5

Held in common41.2%

End-of-day Nov 4, 2026 · share of each fund

PYZ vs IYM Returns, Every Period

InvescoPYZ

+5.9%

5 years, per year

IYMiShares

+8.5%

5 years, per year

PYZIYMFaded: behind in that period

1–3IYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PYZ vs IYM

YTD

InvescoPYZ

+2.8%

IYMiShares

+20.3%

+2.8%Year to date+20.3%

−17.8%Worst drop · 1Y−13.6%

25.9%Volatility · 1Y20.4%

0.5%Yield1.3%

$63.4MAssets$1.2B

4–0IYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PYZ, IYM

Today

0.37%lowest, IYM

FundExpense ratioFee$10k

IYM0.37%$37

PYZ0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PYZ, IYM

1.25%highest, IYM

FundTrailing yieldYield$10k

IYM1.25%$125

PYZ0.50%$50

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$88most kept, IYM

IYM$125 − $37 = $88

PYZ$50 − $79 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PYZ, IYM

Today

41.2%most shared, PYZ and IYM

PYZIYM

PYZ—41.2%

IYM41.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.6%IYM, at 20.4% volatility

IYMWorst drop−13.6%20.4% vol

PYZWorst drop−17.8%25.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IYMPYZ

+20.3%Year to date+2.8%

1.3%Yield0.5%

+31.6%Past year+11.1%

0.37%Fee0.79%

4–0IYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026