IYZvsLSVDETF Comparison
ETF 1
IYZ
iShares U.S. Telecommunications ETF
This fund is part of
US Communication Services Sector
+3.74%
VS
iShares U.S. Telecommunications ETF (IYZ) belongs to the US Communication Services Sector segment. LSV Disciplined Value ETF (LSVD) is part of the US Multi-Factor segment. IYZ's top 3 sector exposures are Technology, Telecommunications and Consumer Services. In contrast, LSVD's top sector exposures are Technology, Finance and Healthcare. IYZ is less expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.4% for LSVD. IYZ is up 26.64% year-to-date (YTD) with +$285M in YTD flows. LSVD performs worse with 22.17% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of IYZ and LSVD 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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IYZ vs LSVD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/21/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IYZ LSVD | -1.02%+0.72% | +1.81%+5.15% | +26.64%+22.17% | +34.41%+30.13% | +108.19%n/a | +44.08%n/a |
| Flows | IYZ LSVD | -$132M+$666K | -$22M+$655K | +$285M+$3M | +$290M+$3M | +$494M- | +$505M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IYZ LSVD | +21.47%+11.46% | +20.76%+13.53% | +18.10%n/a | +19.45%n/a |
| Max drawdown | IYZ LSVD | -6.53%-2.28% | -13.40%-8.09% | -13.93%n/a | -37.49%n/a |
| Max drawdown duration | IYZ LSVD | 35d15d | 111d63d | 207dn/a | 1316dn/a |
Trading data
IYZ | LSVD | |
Last sale 9/22/2026 at 1:30 PM | $41.76 | $36.66 |
| Previous close 09/21/2026 | $42.45 | $36.80 |
| Consolidated volume 09/21/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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LSVD
is actively managed and doesn’t replicate an indexIYZ | LSVD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/22/2026 at 1:30 PM
Live
Closed
IYZ | LSVD | |
|---|---|---|
| Last price | $41.76 | $36.66 |
| 1D performance | -1.63% | -0.38% |
| AuM | $1.13 B | $673.42 M |
| E/R | 0.37% | 0.4% |
Characteristics
IYZ | LSVD | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | LSV Asset Management |
| Benchmark | Russell 1000 Telecommunications RIC 22.5/45 Capped Index | - |
| N° of holdings | 23 | 130 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | December 18, 2024 |
| ESG | No | No |
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Exposure
Countries
IYZ
USA
94.69%
Other
5.31%
LSVD
USA
96.79%
Other
3.21%
Sectors
IYZ
Technology
49.62%
Telecommunication.
47.17%
Other
3.21%
LSVD
Technology
45.91%
Finance
13.41%
Healthcare
11.82%
Consumer Non-Cycl.
8.87%
Other
19.98%
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Diversification
IYZ
Total weight of top 15 holdings out of 15
84.94%
LSVD
Total weight of top 15 holdings out of 15
40.19%
Top 15 holdings
Data as of July 31, 2026
IYZ
Cisco Systems, Inc.
22.93%
Verizon Communications, Inc.
12.54%
Arista Networks, Inc.
11.64%
AT&T, Inc.
4.90%
Comcast Corp.
3.83%
Motorola Solutions, Inc.
3.73%
T-Mobile US, Inc.
3.63%
Roku, Inc.
2.90%
Ciena Corp.
2.89%
Charter Communications, Inc.
2.83%
Millicom International Cellular SA
2.78%
Lumentum Holdings, Inc.
2.71%
Iridium Communications, Inc.
2.69%
Globalstar, Inc.
2.54%
Liberty Broadband Corp.
2.39%
LSVD
NVIDIA Corp.
6.39%
Apple, Inc.
4.94%
Amazon.com, Inc.
4.14%
Alphabet, Inc.
3.92%
Alphabet, Inc.
3.37%
Microsoft Corp.
3.12%
Meta Platforms, Inc.
1.99%
Applied Materials, Inc.
1.88%
Cisco Systems, Inc.
1.75%
Micron Technology, Inc.
1.71%
JPMorgan Chase & Co.
1.71%
Dell Technologies, Inc.
1.54%
Merck & Co., Inc.
1.43%
Salesforce, Inc.
1.20%
Bristol Myers Squibb Co.
1.10%
Frequently asked questions about IYZ and LSVD
How have the IYZ and LSVD ETFs performed in 2026?
As of September 21, 2026, IYZ is up 26.64% year-to-date (YTD), while LSVD has returned 22.17%. That puts IYZ better performer ahead so far this year.
Which ETF is attracting more investor money: IYZ or LSVD?
Year-to-date, the IYZ ETF saw +$285M in flows, compared to +$3M for LSVD.
Which ETF is more volatile: IYZ or LSVD?
Over the past year, IYZ had a volatility of 20.76%, while LSVD experienced 13.53%.
Which ETF is bigger: IYZ or LSVD?
As of September 21, 2026, IYZ holds $1.13 B in assets under management (AUM), while LSVD manages $673.42 M.
What sectors do the IYZ and LSVD ETFs invest in?
IYZ leans toward sectors like Technology and Telecommunications. Meanwhile, LSVD focuses on Technology, Finance and Healthcare.
What are the top holdings of the IYZ ETF and LSVD ETF?
IYZ top holdings include Cisco Systems, Inc., Verizon Communications, Inc. and Arista Networks, Inc.. LSVD holds in its top three: NVIDIA Corp., Apple, Inc. and Amazon.com, Inc..
Which ETF is more diversified: IYZ or LSVD?
IYZ holds 25 securities with 84.94% of its assets in the top 15. LSVD has 131 securities and a top 15 weight of 40.19%.
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