IYC vs AVIV
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
5-Year PerformanceAVIV has outperformed IYC, delivering a return of +13.9% compared to +6.4%
IYC vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.10B
Winner
AVIV
$1.20B
Expense Ratio
IYC
0.38%
Winner
AVIV
0.25%
Max Drawdown
IYC
54.01%
Winner
AVIV
29.14%
Sharpe Ratio
IYC
0.64
Winner
AVIV
2.15
5Y Beta
IYC
1.00
Winner
AVIV
0.67
P/E Ratio
IYC
29.42
AVIV
N/A
Forward P/E
IYC
22.99
AVIV
N/A
PEG Ratio
IYC
0.64
AVIV
N/A
5Y Dividends CAGR
IYC
7.34%
AVIV
N/A
5Y EPS CAGR
IYC
20.39%
AVIV
N/A
Debt to Equity
IYC
-105.09%
AVIV
N/A
P/S Ratio
IYC
1.80
AVIV
N/A
P/B Ratio
IYC
5.91
AVIV
N/A
IYC vs AVIV - Holdings Comparison
IYC and AVIV have 2 common holdings. Overlap is 0.00%
IYC's top 25 holdings weight is 71.24%. AVIV's top 25 holdings weight is 28.21%.
| Rank | IYC | AVIV |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 15.39% | n/a (SHEL) - 2.27% |
| #2 | TESLA INC (TSLA) - 7.50% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.96% |
| #3 | WALMART INC (WMT) - 4.62% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.72% |
| #4 | NETFLIX INC (NFLX) - 4.52% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.37% |
| #5 | COSTCO WHOLESALE CORP (COST) - 4.28% | HSBC HOLDINGS PLC ADR (HSBC) - 1.36% |
| #6 | THE HOME DEPOT INC (HD) - 3.88% | BHP GROUP LTD ADR (BHP) - 1.35% |
| #7 | MCDONALD'S CORP (MCD) - 3.52% | TOTALENERGIES SE (TTE:XPAR) - 1.30% |
| #8 | TJX COMPANIES INC (TJX) - 2.96% | REPSOL SA (n/a) - 1.28% |
| #9 | THE WALT DISNEY CO (DIS) - 2.88% | BP PLC ADR (BP) - 1.26% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.32% | GSK PLC ADR (GSK) - 1.19% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.31% | ROYAL BANK OF CANADA (RY) - 1.04% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.24% | TOYOTA MOTOR CORP ADR (TM) - 0.98% |
| #13 | STARBUCKS CORP (SBUX) - 1.80% | ASML HOLDING NV ADR (ASML) - 0.97% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.29% | SUNCOR ENERGY INC (SU) - 0.97% |
| #15 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.28% | UNICREDIT SPA (n/a) - 0.94% |
| #16 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.21% | ENI SPA ADR (E) - 0.92% |
| #17 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.20% | VINCI SA (n/a) - 0.90% |
| #18 | ROSS STORES INC (ROST) - 1.15% | ZURICH INSURANCE GROUP AG (n/a) - 0.90% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 1.15% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.87% |
| #20 | GENERAL MOTORS CO (GM) - 1.13% | ALLIANZ SE (n/a) - 0.83% |
| #21 | n/a (WBD) - 1.05% | RWE AG CLASS A (n/a) - 0.79% |
| #22 | AUTOZONE INC (AZO) - 0.94% | SAFRAN SA (n/a) - 0.78% |
| #23 | TARGET CORP (TGT) - 0.91% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.77% |
| #24 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.88% | INTESA SANPAOLO (n/a) - 0.75% |
| #25 | ELECTRONIC ARTS INC (EA) - 0.83% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.74% |
| Total Holdings | 169 | 634 |
IYC vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYC
+3.67%
AVIV
+0.83%
3M
IYC
+0.24%
Winner
AVIV
+0.40%
6M
IYC
+0.92%
Winner
AVIV
+17.86%
1Y
IYC
+11.83%
Winner
AVIV
+38.61%
5Y(CAGR)
IYC
+6.37%
Winner
AVIV
+13.89%
10Y(CAGR)
IYC
+11.78%
AVIV
N/A
Max(CAGR)
IYC
+8.56%
Winner
AVIV
+13.89%
IYC vs AVIV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | AVIV |
|---|---|---|
| 2026 | +0.21% | +9.84% |
| 2025 | +8.59% | +42.08% |
| 2024 | +28.89% | +5.24% |
| 2023 | +34.49% | +18.14% |
| 2022 | -32.81% | -9.00% |
| 2021 | +21.63% | +1.92% |
| 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 AVIV Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current IYC drawdown is -3.98%. The current AVIV drawdown is -1.76%.
| Rank | IYC | AVIV |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between IYC and AVIV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2000 - 2026)
IYC vs AVIV dividend yield comparison.
| Year | IYC | AVIV |
|---|---|---|
| 2026 | 0.12% | 0.13% |
| 2025 | 0.51% | 3.01% |
| 2024 | 0.47% | 3.46% |
| 2023 | 0.68% | 3.64% |
| 2022 | 0.68% | 2.84% |
| 2021 | 0.39% | 0.57% |
| 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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