IYC vs IGPT
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF).
5-Year PerformanceIGPT has outperformed IYC, delivering a return of +15.9% compared to +6.7%
IYC vs IGPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.20B
IGPT
$1.20B
Expense Ratio
Winner
IYC
0.38%
IGPT
0.56%
Max Drawdown
IYC
54.01%
Winner
IGPT
53.09%
Sharpe Ratio
IYC
0.13
Winner
IGPT
2.36
5Y Beta
Winner
IYC
0.99
IGPT
1.57
P/E Ratio
Winner
IYC
27.88
IGPT
47.47
Forward P/E
IYC
22.67
Winner
IGPT
19.54
PEG Ratio
IYC
0.65
IGPT
N/A
5Y Dividends CAGR
Winner
IYC
5.17%
IGPT
-5.82%
5Y EPS CAGR
IYC
14.99%
Winner
IGPT
34.43%
Debt to Equity
Winner
IYC
-143.93%
IGPT
36.26%
P/S Ratio
Winner
IYC
1.88
IGPT
9.44
P/B Ratio
Winner
IYC
5.93
IGPT
8.01
IYC vs IGPT - Holdings Comparison
IYC and IGPT have 4 common holdings. Overlap is 1.10%
IYC's top 25 holdings weight is 70.56%. IGPT's top 25 holdings weight is 87.12%.
| Rank | IYC | IGPT |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 14.15% | SK HYNIX INC (n/a) - 11.47% |
| #2 | TESLA INC (TSLA) - 8.08% | MICRON TECHNOLOGY INC (MU) - 11.22% |
| #3 | COSTCO WHOLESALE CORP (COST) - 4.34% | INTEL CORP (INTC) - 7.42% |
| #4 | WALMART INC (WMT) - 4.17% | ADVANCED MICRO DEVICES INC (AMD) - 7.28% |
| #5 | NETFLIX INC (NFLX) - 4.14% | ALPHABET INC CLASS A (GOOGL) - 6.50% |
| #6 | THE HOME DEPOT INC (HD) - 3.91% | NVIDIA CORP (NVDA) - 5.95% |
| #7 | MCDONALD'S CORP (MCD) - 3.39% | META PLATFORMS INC CLASS A (META) - 4.87% |
| #8 | THE WALT DISNEY CO (DIS) - 3.08% | QUALCOMM INC (QCOM) - 3.93% |
| #9 | TJX COMPANIES INC (TJX) - 2.98% | MEDIATEK INC (n/a) - 3.86% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.43% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.19% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.20% | WESTERN DIGITAL CORP (WDC) - 3.07% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.03% | INTUITIVE SURGICAL INC (ISRG) - 2.60% |
| #13 | STARBUCKS CORP (SBUX) - 1.97% | EQUINIX INC (EQIX) - 1.83% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38% | KEYENCE CORP (n/a) - 1.74% |
| #15 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.34% | ADOBE INC (ADBE) - 1.71% |
| #16 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.30% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.56% |
| #17 | ROSS STORES INC (ROST) - 1.26% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.52% |
| #18 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23% | SYNOPSYS INC (SNPS) - 1.17% |
| #19 | GENERAL MOTORS CO (GM) - 1.20% | DIGITAL REALTY TRUST INC (DLR) - 1.09% |
| #20 | ROYAL CARIBBEAN GROUP (RCL) - 1.09% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.05% |
| #21 | n/a (WBD) - 1.06% | AUTODESK INC (ADSK) - 0.87% |
| #22 | FORD MOTOR CO (F) - 0.98% | STRATEGY INC CLASS A (MSTR) - 0.87% |
| #23 | TARGET CORP (TGT) - 0.96% | ASTERA LABS INC (ALAB) - 0.84% |
| #24 | AUTOZONE INC (AZO) - 0.96% | ARM HOLDINGS PLC ADR (ARM) - 0.77% |
| #25 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93% | EMERSON ELECTRIC CO (EMR) - 0.74% |
| Total Holdings | 170 | 114 |
IYC vs IGPT - Historical Returns
Returns include dividend reinvestment.
1M
IYC
+2.36%
Winner
IGPT
+17.40%
3M
IYC
+3.71%
Winner
IGPT
+64.73%
6M
IYC
-1.50%
Winner
IGPT
+78.49%
1Y
IYC
+6.36%
Winner
IGPT
+118.83%
5Y(CAGR)
IYC
+6.75%
Winner
IGPT
+15.85%
10Y(CAGR)
IYC
+11.94%
Winner
IGPT
+22.49%
Max(CAGR)
IYC
+8.52%
Winner
IGPT
+15.89%
IYC vs IGPT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | IGPT |
|---|---|---|
| 2026 | +0.10% | +68.78% |
| 2025 | +8.59% | +30.52% |
| 2024 | +28.89% | +20.71% |
| 2023 | +34.49% | +27.99% |
| 2022 | -32.81% | -26.94% |
| 2021 | +21.63% | -10.06% |
| 2020 | +23.36% | +53.11% |
| 2019 | +26.50% | +35.80% |
| 2018 | +0.42% | +15.43% |
| 2017 | +19.48% | +33.68% |
| 2016 | +7.50% | +15.04% |
| 2015 | +6.90% | +7.84% |
| 2014 | +14.72% | +11.44% |
| 2013 | +37.93% | +29.37% |
| 2012 | +22.52% | +15.69% |
| 2011 | +5.73% | -7.39% |
| 2010 | +22.30% | +17.40% |
| 2009 | +28.24% | +51.50% |
| 2008 | -29.20% | -32.06% |
| 2007 | -8.27% | +4.26% |
| 2006 | +13.25% | +8.83% |
| 2005 | -1.79% | +14.69% |
| 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 IGPT Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.
The current IYC drawdown is -4.09%.
| Rank | IYC | IGPT |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -50.08% Feb 12, 2021 - Oct 8, 2025 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -48.44% Oct 31, 2007 - Mar 5, 2010 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -30.69% Feb 19, 2020 - May 22, 2020 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -27.75% Jul 7, 2011 - Sep 6, 2012 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -27.57% May 6, 2010 - Jul 7, 2011 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -23.00% Sep 14, 2018 - Mar 1, 2019 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -21.18% Jul 22, 2015 - Jun 7, 2016 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -16.68% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -14.55% May 8, 2006 - Oct 5, 2006 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -13.97% Mar 4, 2014 - Nov 10, 2014 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -13.96% Jul 26, 2019 - Jan 16, 2020 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -12.77% Jun 4, 2007 - Oct 9, 2007 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -11.90% Oct 29, 2025 - Jan 6, 2026 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -11.52% Jun 3, 2026 - Jun 15, 2026 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -11.02% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between IYC and IGPT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IYC vs IGPT dividend yield comparison.
| Year | IYC | IGPT |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 0.51% | 0.04% |
| 2024 | 0.47% | 0.00% |
| 2023 | 0.68% | 0.00% |
| 2022 | 0.68% | 1.41% |
| 2021 | 0.39% | 6.21% |
| 2020 | 0.65% | 0.04% |
| 2019 | 0.89% | 0.05% |
| 2018 | 0.90% | 0.00% |
| 2017 | 0.92% | 0.00% |
| 2016 | 1.10% | 0.03% |
| 2015 | 1.03% | 0.15% |
| 2014 | 0.79% | 0.10% |
| 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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