IEDI vs PCIG
Comparison between ISHARES U.S. CONSUMER FOCUSED ETF (IEDI, ETF) and Polen Capital International Growth ETF (PCIG, ETF).
IEDI vs PCIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IEDI
$27M
PCIG
$27M
Expense Ratio
Winner
IEDI
0.18%
PCIG
0.85%
Max Drawdown
IEDI
30.60%
Winner
PCIG
23.62%
Sharpe Ratio
Winner
IEDI
0.10
PCIG
-0.77
5Y Beta
Winner
IEDI
0.75
PCIG
0.89
P/E Ratio
IEDI
26.37
PCIG
N/A
Forward P/E
IEDI
23.25
PCIG
N/A
5Y Dividends CAGR
IEDI
13.87%
PCIG
N/A
5Y EPS CAGR
IEDI
15.80%
PCIG
N/A
Debt to Equity
IEDI
-5.00%
PCIG
N/A
P/S Ratio
IEDI
1.59
PCIG
N/A
P/B Ratio
IEDI
8.15
PCIG
N/A
IEDI vs PCIG - Holdings Comparison
IEDI and PCIG have 1 common holdings. Overlap is 0.00%
IEDI's top 25 holdings weight is 73.78%. PCIG's top 25 holdings weight is 92.37%.
| Rank | IEDI | PCIG |
|---|---|---|
| #1 | WALMART INC (WMT) - 10.95% | ASML HOLDING NV (n/a) - 7.38% |
| #2 | THE HOME DEPOT INC (HD) - 9.68% | MERCADOLIBRE INC (MELI) - 6.85% |
| #3 | COSTCO WHOLESALE CORP (COST) - 8.32% | SAP SE (n/a) - 6.12% |
| #4 | AMAZON.COM INC (AMZN) - 7.80% | SPOTIFY TECHNOLOGY SA (SPOT) - 5.20% |
| #5 | TJX COMPANIES INC (TJX) - 6.64% | TOKYO ELECTRON LTD (n/a) - 5.11% |
| #6 | LOWE'S COMPANIES INC (LOW) - 5.37% | SCHNEIDER ELECTRIC SE (n/a) - 5.03% |
| #7 | ROSS STORES INC (ROST) - 3.39% | LONZA GROUP LTD (n/a) - 4.91% |
| #8 | O'REILLY AUTOMOTIVE INC (ORLY) - 3.09% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 4.24% |
| #9 | STARBUCKS CORP (SBUX) - 1.75% | AON PLC CLASS A (AON) - 3.93% |
| #10 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.66% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 3.67% |
| #11 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.63% | ASTRAZENECA PLC (AZN) - 3.55% |
| #12 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.56% | TENCENT HOLDINGS LTD (n/a) - 3.50% |
| #13 | AUTOZONE INC (AZO) - 1.27% | FIXED INC CLEARING CORP.REPO (n/a) - 3.50% |
| #14 | UBER TECHNOLOGIES INC (UBER) - 1.18% | SAGE GROUP (THE) PLC (n/a) - 3.45% |
| #15 | CARVANA CO CLASS A (CVNA) - 1.15% | ASM INTERNATIONAL NV (n/a) - 3.32% |
| #16 | ULTA BEAUTY INC (ULTA) - 1.00% | DISCO CORP (n/a) - 2.75% |
| #17 | BURLINGTON STORES INC (BURL) - 0.91% | WILLIS TOWERS WATSON PLC (WTW) - 2.61% |
| #18 | THE KROGER CO (KR) - 0.89% | ADYEN NV (n/a) - 2.61% |
| #19 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.85% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.57% |
| #20 | DARDEN RESTAURANTS INC (DRI) - 0.82% | MEDTRONIC PLC (MDT) - 2.42% |
| #21 | WILLIAMS-SONOMA INC (WSM) - 0.80% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 2.14% |
| #22 | DOLLAR GENERAL CORP (DG) - 0.79% | AIA GROUP LTD (n/a) - 2.11% |
| #23 | CINTAS CORP (CTAS) - 0.77% | SAAB AB CLASS B (n/a) - 1.85% |
| #24 | VISA INC CLASS A (V) - 0.76% | ICICI BANK LTD ADR (IBN) - 1.85% |
| #25 | CASEY'S GENERAL STORES INC (CASY) - 0.75% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.70% |
| Total Holdings | 186 | 32 |
IEDI vs PCIG - Historical Returns
Returns include dividend reinvestment.
1M
IEDI
+1.18%
Winner
PCIG
+3.94%
3M
IEDI
+1.69%
Winner
PCIG
+4.89%
6M
Winner
IEDI
-0.35%
PCIG
-6.03%
1Y
Winner
IEDI
+4.46%
PCIG
-12.26%
5Y(CAGR)
IEDI
+6.54%
PCIG
N/A
10Y(CAGR)
IEDI
+12.09%
PCIG
N/A
Max(CAGR)
Winner
IEDI
+12.09%
PCIG
-6.18%
IEDI vs PCIG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IEDI | PCIG |
|---|---|---|
| 2026 | +1.15% | -6.01% |
| 2025 | +4.04% | +0.42% |
| 2024 | +23.09% | -8.06% |
| 2023 | +24.03% | N/A |
| 2022 | -23.30% | N/A |
| 2021 | +22.68% | N/A |
| 2020 | +29.03% | N/A |
| 2019 | +29.93% | N/A |
| 2018 | +0.73% | N/A |
IEDI vs PCIG Drawdown Comparison
The maximum drawdown for IEDI was -30.60%, occurring on Mar 20, 2020. Recovery took 94 trading sessions.
The maximum drawdown for PCIG was -23.40%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current IEDI drawdown is -4.54%. The current PCIG drawdown is -14.65%.
| Rank | IEDI | PCIG |
|---|---|---|
| #1 | -30.60% Feb 20, 2020 - Jul 6, 2020 | -23.40% Feb 13, 2025 - Mar 30, 2026 |
| #2 | -29.78% Nov 18, 2021 - Feb 12, 2024 | -9.68% Aug 30, 2024 - Feb 13, 2025 |
| #3 | -19.35% Sep 26, 2018 - Apr 4, 2019 | -7.44% Mar 28, 2024 - Aug 29, 2024 |
| #4 | -18.64% Feb 13, 2025 - Aug 13, 2025 | -0.83% Mar 15, 2024 - Mar 27, 2024 |
| #5 | -9.44% Jan 13, 2026 - Mar 27, 2026 | N/A |
| #6 | -9.28% Sep 8, 2025 - Jan 9, 2026 | N/A |
| #7 | -8.66% Sep 2, 2020 - Oct 12, 2020 | N/A |
| #8 | -8.21% Oct 13, 2020 - Nov 23, 2020 | N/A |
| #9 | -7.96% Apr 24, 2019 - Jun 20, 2019 | N/A |
| #10 | -7.52% Mar 21, 2024 - Aug 21, 2024 | N/A |
| #11 | -7.18% Feb 8, 2021 - Mar 31, 2021 | N/A |
| #12 | -7.06% Jul 16, 2019 - Sep 6, 2019 | N/A |
| #13 | -6.36% Dec 6, 2024 - Feb 5, 2025 | N/A |
| #14 | -5.57% Jul 26, 2021 - Oct 21, 2021 | N/A |
| #15 | -5.21% Apr 29, 2021 - Jun 25, 2021 | N/A |
Correlation
Correlation between IEDI and PCIG is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.41
-101
Dividend Comparison (2018 - 2026)
IEDI vs PCIG dividend yield comparison.
| Year | IEDI | PCIG |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 0.95% | 0.14% |
| 2024 | 0.90% | 0.36% |
| 2023 | 1.13% | 0.00% |
| 2022 | 3.38% | 0.00% |
| 2021 | 0.70% | 0.00% |
| 2020 | 0.83% | 0.00% |
| 2019 | 2.07% | 0.00% |
| 2018 | 1.57% | 0.00% |
Select Stocks to Compare
Popular: IEDI vs SPYPCIG vs SPY
More Comparisons
Compare with similar stocks