IYC vs AVES
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
5-Year PerformanceAVES has outperformed IYC, delivering a return of +10.4% compared to +6.4%
IYC vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.10B
Winner
AVES
$1.20B
Expense Ratio
IYC
0.38%
Winner
AVES
0.36%
Max Drawdown
IYC
54.01%
Winner
AVES
28.22%
Sharpe Ratio
IYC
0.64
Winner
AVES
2.12
5Y Beta
IYC
1.00
Winner
AVES
0.66
P/E Ratio
IYC
29.42
AVES
N/A
Forward P/E
IYC
22.99
AVES
N/A
PEG Ratio
IYC
0.64
AVES
N/A
5Y Dividends CAGR
IYC
7.34%
AVES
N/A
5Y EPS CAGR
IYC
20.39%
AVES
N/A
Debt to Equity
IYC
-105.09%
AVES
N/A
P/S Ratio
IYC
1.80
AVES
N/A
P/B Ratio
IYC
5.91
AVES
N/A
IYC vs AVES - Holdings Comparison
IYC and AVES have 1 common holdings. Overlap is -0.04%
IYC's top 25 holdings weight is 71.24%. AVES's top 25 holdings weight is 18.21%.
| Rank | IYC | AVES |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 15.39% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.19% |
| #2 | TESLA INC (TSLA) - 7.50% | VALE SA ADR (VALE) - 1.15% |
| #3 | WALMART INC (WMT) - 4.62% | HYUNDAI MOTOR CO (n/a) - 1.09% |
| #4 | NETFLIX INC (NFLX) - 4.52% | HANA FINANCIAL GROUP INC (n/a) - 1.04% |
| #5 | COSTCO WHOLESALE CORP (COST) - 4.28% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.91% |
| #6 | THE HOME DEPOT INC (HD) - 3.88% | WOORI FINANCIAL GROUP INC (n/a) - 0.82% |
| #7 | MCDONALD'S CORP (MCD) - 3.52% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.80% |
| #8 | TJX COMPANIES INC (TJX) - 2.96% | KB FINANCIAL GROUP INC ADR (KB) - 0.79% |
| #9 | THE WALT DISNEY CO (DIS) - 2.88% | KIA CORP (n/a) - 0.78% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.32% | CHINA HONGQIAO GROUP LTD (n/a) - 0.78% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.31% | n/a (n/a) - 0.76% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.24% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.75% |
| #13 | STARBUCKS CORP (SBUX) - 1.80% | LG ELECTRONICS INC (n/a) - 0.72% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.29% | INNOLUX CORP (n/a) - 0.69% |
| #15 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.28% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.68% |
| #16 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.21% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.67% |
| #17 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.20% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.66% |
| #18 | ROSS STORES INC (ROST) - 1.15% | n/a (n/a) - 0.66% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 1.15% | n/a (n/a) - 0.65% |
| #20 | GENERAL MOTORS CO (GM) - 1.13% | n/a (n/a) - 0.64% |
| #21 | n/a (WBD) - 1.05% | NTPC LTD (n/a) - 0.40% |
| #22 | AUTOZONE INC (AZO) - 0.94% | HINDALCO INDUSTRIES LTD (n/a) - 0.40% |
| #23 | TARGET CORP (TGT) - 0.91% | L & K ENGINEERING CO LTD (n/a) - 0.40% |
| #24 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.88% | SK TELECOM CO LTD ADR (SKM) - 0.39% |
| #25 | ELECTRONIC ARTS INC (EA) - 0.83% | KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.39% |
| Total Holdings | 169 | 1670 |
IYC vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
IYC
+3.67%
Winner
AVES
+7.49%
3M
IYC
+0.24%
Winner
AVES
+5.81%
6M
IYC
+0.92%
Winner
AVES
+19.70%
1Y
IYC
+11.83%
Winner
AVES
+44.36%
5Y(CAGR)
IYC
+6.37%
Winner
AVES
+10.39%
10Y(CAGR)
IYC
+11.78%
AVES
N/A
Max(CAGR)
IYC
+8.56%
Winner
AVES
+10.39%
IYC vs AVES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | AVES |
|---|---|---|
| 2026 | +0.21% | +14.57% |
| 2025 | +8.59% | +30.47% |
| 2024 | +28.89% | +5.94% |
| 2023 | +34.49% | +16.19% |
| 2022 | -32.81% | -16.49% |
| 2021 | +21.63% | +1.32% |
| 2020 | +23.36% | N/A |
| 2019 | +26.50% | N/A |
| 2018 | +0.42% | N/A |
| 2017 | +19.48% | N/A |
| 2016 | +7.50% | N/A |
| 2015 | +6.90% | N/A |
| 2014 | +14.72% | N/A |
| 2013 | +37.93% | N/A |
| 2012 | +22.52% | N/A |
| 2011 | +5.73% | N/A |
| 2010 | +22.30% | N/A |
| 2009 | +28.24% | N/A |
| 2008 | -29.20% | N/A |
| 2007 | -8.27% | N/A |
| 2006 | +13.25% | N/A |
| 2005 | -1.79% | N/A |
| 2004 | +11.53% | N/A |
| 2003 | +28.54% | N/A |
| 2002 | -24.28% | N/A |
| 2001 | +2.65% | N/A |
| 2000 | -6.22% | N/A |
IYC vs AVES Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current IYC drawdown is -3.98%.
| Rank | IYC | AVES |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -1.92% Oct 1, 2021 - Oct 14, 2021 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -1.85% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between IYC and AVES is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2000 - 2026)
IYC vs AVES dividend yield comparison.
| Year | IYC | AVES |
|---|---|---|
| 2026 | 0.12% | 0.10% |
| 2025 | 0.51% | 3.17% |
| 2024 | 0.47% | 4.09% |
| 2023 | 0.68% | 3.96% |
| 2022 | 0.68% | 3.70% |
| 2021 | 0.39% | 0.62% |
| 2020 | 0.65% | 0.00% |
| 2019 | 0.89% | 0.00% |
| 2018 | 0.90% | 0.00% |
| 2017 | 0.92% | 0.00% |
| 2016 | 1.10% | 0.00% |
| 2015 | 1.03% | 0.00% |
| 2014 | 0.79% | 0.00% |
| 2013 | 0.79% | 0.00% |
| 2012 | 1.52% | 0.00% |
| 2011 | 1.10% | 0.00% |
| 2010 | 0.99% | 0.00% |
| 2009 | 1.06% | 0.00% |
| 2008 | 1.61% | 0.00% |
| 2007 | 0.70% | 0.00% |
| 2006 | 0.60% | 0.00% |
| 2005 | 0.25% | 0.00% |
| 2004 | 0.23% | 0.00% |
| 2003 | 0.21% | 0.00% |
| 2002 | 0.08% | 0.00% |
| 2001 | 0.12% | 0.00% |
| 2000 | 0.47% | 0.00% |
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