IYC vs AVLC
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).
IYC vs AVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.20B
Winner
AVLC
$1.30B
Expense Ratio
IYC
0.38%
Winner
AVLC
0.15%
Max Drawdown
IYC
54.01%
Winner
AVLC
19.85%
Sharpe Ratio
IYC
0.13
Winner
AVLC
1.82
5Y Beta
Winner
IYC
0.99
AVLC
1.00
P/E Ratio
IYC
27.88
Winner
AVLC
27.87
Forward P/E
IYC
22.67
Winner
AVLC
19.17
PEG Ratio
IYC
0.65
AVLC
N/A
5Y Dividends CAGR
IYC
5.17%
AVLC
N/A
5Y EPS CAGR
IYC
14.99%
Winner
AVLC
25.45%
Debt to Equity
IYC
-143.93%
AVLC
N/A
P/S Ratio
Winner
IYC
1.88
AVLC
2.70
P/B Ratio
IYC
5.93
Winner
AVLC
4.84
IYC vs AVLC - Holdings Comparison
IYC and AVLC have 112 common holdings. Overlap is 11.10%
IYC's top 25 holdings weight is 70.56%. AVLC's top 25 holdings weight is 40.08%.
| Rank | IYC | AVLC |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 14.15% | NVIDIA CORP (NVDA) - 5.52% |
| #2 | TESLA INC (TSLA) - 8.08% | APPLE INC (AAPL) - 5.38% |
| #3 | COSTCO WHOLESALE CORP (COST) - 4.34% | MICROSOFT CORP (MSFT) - 4.04% |
| #4 | WALMART INC (WMT) - 4.17% | AMAZON.COM INC (AMZN) - 3.71% |
| #5 | NETFLIX INC (NFLX) - 4.14% | MICRON TECHNOLOGY INC (MU) - 2.60% |
| #6 | THE HOME DEPOT INC (HD) - 3.91% | BROADCOM INC (AVGO) - 2.36% |
| #7 | MCDONALD'S CORP (MCD) - 3.39% | ALPHABET INC CLASS A (GOOGL) - 2.05% |
| #8 | THE WALT DISNEY CO (DIS) - 3.08% | META PLATFORMS INC CLASS A (META) - 2.02% |
| #9 | TJX COMPANIES INC (TJX) - 2.98% | ALPHABET INC CLASS C (GOOG) - 1.57% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.43% | JPMORGAN CHASE & CO (JPM) - 1.13% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.20% | EXXON MOBIL CORP (XOM) - 1.05% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.03% | LAM RESEARCH CORP (LRCX) - 0.97% |
| #13 | STARBUCKS CORP (SBUX) - 1.97% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38% | ADVANCED MICRO DEVICES INC (AMD) - 0.89% |
| #15 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.34% | ELI LILLY AND CO (LLY) - 0.82% |
| #16 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.30% | TESLA INC (TSLA) - 0.77% |
| #17 | ROSS STORES INC (ROST) - 1.26% | APPLIED MATERIALS INC (AMAT) - 0.75% |
| #18 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.70% |
| #19 | GENERAL MOTORS CO (GM) - 1.20% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #20 | ROYAL CARIBBEAN GROUP (RCL) - 1.09% | VISA INC CLASS A (V) - 0.65% |
| #21 | n/a (WBD) - 1.06% | CIENA CORP (CIEN) - 0.32% |
| #22 | FORD MOTOR CO (F) - 0.98% | CENTENE CORP (CNC) - 0.32% |
| #23 | TARGET CORP (TGT) - 0.96% | ROSS STORES INC (ROST) - 0.29% |
| #24 | AUTOZONE INC (AZO) - 0.96% | GE AEROSPACE (GE) - 0.29% |
| #25 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93% | MARATHON PETROLEUM CORP (MPC) - 0.28% |
| Total Holdings | 170 | 822 |
IYC vs AVLC - Historical Returns
Returns include dividend reinvestment.
1M
IYC
+2.36%
Winner
AVLC
+3.64%
3M
IYC
+3.71%
Winner
AVLC
+14.85%
6M
IYC
-1.50%
Winner
AVLC
+15.66%
1Y
IYC
+6.36%
Winner
AVLC
+31.88%
5Y(CAGR)
IYC
+6.75%
AVLC
N/A
10Y(CAGR)
IYC
+11.94%
AVLC
N/A
Max(CAGR)
IYC
+8.52%
Winner
AVLC
+25.84%
IYC vs AVLC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | AVLC |
|---|---|---|
| 2026 | +0.10% | +14.54% |
| 2025 | +8.59% | +17.70% |
| 2024 | +28.89% | +23.60% |
| 2023 | +34.49% | +12.04% |
| 2022 | -32.81% | N/A |
| 2021 | +21.63% | N/A |
| 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 AVLC Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current IYC drawdown is -4.09%.
| Rank | IYC | AVLC |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -19.64% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -8.00% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -6.11% Oct 17, 2023 - Nov 10, 2023 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -5.70% Mar 28, 2024 - May 15, 2024 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -5.18% Oct 29, 2025 - Dec 3, 2025 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -4.82% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -4.15% Jun 2, 2026 - Jun 15, 2026 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -2.80% Dec 11, 2025 - Dec 24, 2025 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -2.56% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -2.44% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -2.18% Dec 28, 2023 - Jan 19, 2024 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -2.09% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between IYC and AVLC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IYC vs AVLC dividend yield comparison.
| Year | IYC | AVLC |
|---|---|---|
| 2026 | 0.26% | 0.42% |
| 2025 | 0.51% | 0.92% |
| 2024 | 0.47% | 1.09% |
| 2023 | 0.68% | 0.38% |
| 2022 | 0.68% | 0.00% |
| 2021 | 0.39% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IYC vs SPYAVLC vs SPY
More Comparisons
Compare with similar stocks