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IYYvsTOTETF Comparison

ETF 1
IYY

iShares Dow Jones U.S. ETF

This fund is part of
US All Cap
+0.13%
VS
ETF 2
TOT

LionShares U.S. Equity Total Return ETF

This fund is part of
US Large Cap
+0.11%

iShares Dow Jones U.S. ETF (IYY) belongs to the US All Cap segment. LionShares U.S. Equity Total Return ETF (TOT) is part of the US Large Cap segment. IYY's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, TOT's top sector exposures are Information Technology, Financials and Communication Services. IYY is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.25% for TOT. IYY is up 5.21% year-to-date (YTD) with -$15M in YTD flows. TOT performs better with 5.38% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of IYY and TOT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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IYY vs TOT performance and flow charts

Performance

024681012%Mar 27Apr 6Apr 13Apr 20Apr 27

Cumulative Flows

02,000,0004,000,0006,000,0008,000,000Mar 27Apr 6Apr 13Apr 20Apr 27

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 04/27/2026
1M3MYTD1Y3Y5Y
Perf.
IYY
TOT
+12.61%+12.58%
+3.01%+2.98%
+5.21%+5.38%
+30.95%n/a
+79.37%n/a
+75.28%n/a
Flows
IYY
TOT
+$9M-
-$23M+$832K
-$15M+$2M
+$21M-
+$153M-
+$158M-
Volatility and drawdown
3M1Y3Y5Y
Volatility
IYY
TOT
+15.71%+15.44%
+12.75%n/a
+15.19%n/a
+17.32%n/a
Max drawdown
IYY
TOT
-8.91%-9.02%
-8.91%n/a
-19.25%n/a
-25.44%n/a
Max drawdown duration
IYY
TOT
76d76d
76dn/a
126dn/a
709dn/a
Trading data

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IYY
TOT
Last sale
4/28/2026 at 4:28 PM
$172.81
Previous close
04/27/2026
$174.01
Consolidated volume
04/27/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of March 31, 2026
1-year trailing difference

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TOT
is actively managed and doesn’t replicate an index

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IYY
TOT
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 4/28/2026 at 4:28 PM
Live
Closed
IYY
TOT
Last price
$172.81
1D performance
-0.69%
AuM$2.85 B$8.60 M
E/R0.2%0.25%
Characteristics
IYY
TOT
Management strategyPassiveActive
ProvideriSharesLionShares
BenchmarkDow Jones U.S. Index-
N° of holdings8781394
Asset classEquities-
Trailing 12m distribution yield
Join
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Inception dateJune 12, 2000September 3, 2025
ESGNoNo
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Exposure

Countries

IYY
USA
96.54%
Other
3.46%
TOT
USA
96.71%
Other
3.29%

Sectors

IYY
Information Techn.
32.79%
Financials
10.59%
Consumer Discreti.
9.96%
Communication Ser.
9.67%
Health Care
9.39%
Industrials
8.73%
Other
18.87%
TOT
Information Techn.
33.59%
Financials
10.47%
Communication Ser.
9.86%
Consumer Discreti.
9.74%
Health Care
9.47%
Industrials
8.12%
Other
18.75%
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Diversification

IYY

Total weight of top 15 holdings out of 15

39.4%
TOT

Total weight of top 15 holdings out of 15

40.63%

Top 15 holdings

Data as of March 31, 2026
IYY
NVIDIA
7.02%
APPLE
6.18%
MICROSOFT-T
4.56%
AMAZON.COM INC
3.37%
ALPHABET INC-CL
2.77%
BROADCOM LIMITED
2.43%
ALPHABET INC-CL
2.22%
META PLATFORMS
2.07%
TESLA
1.73%
BERKSHIRE HATHWAY
1.46%
JPMORGAN CHASE
1.31%
LILLY
1.21%
EXXON
1.18%
JOHNSON&JOHNSON
0.98%
WALMART INC
0.90%
TOT
NVIDIA
7.25%
APPLE
6.47%
MICROSOFT-T
4.71%
AMAZON.COM INC
3.53%
ALPHABET INC-CL
2.83%
BROADCOM LIMITED
2.55%
ALPHABET INC-CL
2.29%
META PLATFORMS
2.06%
TESLA
1.79%
BERKSHIRE HATHWAY
1.50%
JPMORGAN CHASE
1.35%
EXXON
1.20%
LILLY
1.18%
JOHNSON&JOHNSON
0.99%
WALMART INC
0.93%
Frequently asked questions about IYY and TOT

How have the IYY and TOT ETFs performed in 2026?

As of April 27, 2026, IYY is up 5.21% year-to-date (YTD), while TOT has returned 5.38%. That puts TOT better performer ahead so far this year.

Which ETF is attracting more investor money: IYY or TOT?

Year-to-date, the IYY ETF saw -$15M in flows, compared to +$2M for TOT.

Which ETF is bigger: IYY or TOT?

As of April 27, 2026, IYY holds $2.85 B in assets under management (AUM), while TOT manages $8.60 M.

What sectors do the IYY and TOT ETFs invest in?

IYY leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, TOT focuses on Information Technology, Financials and Communication Services.

What are the top holdings of the IYY ETF and TOT ETF?

IYY top holdings include NVIDIA, APPLE and MICROSOFT-T. TOT holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: IYY or TOT?

IYY holds 963 securities with 39.4% of its assets in the top 15. TOT has 1558 securities and a top 15 weight of 40.63%.

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