IYC vs SFGV
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
IYC vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.10B
SFGV
$1.10B
Expense Ratio
IYC
0.38%
Winner
SFGV
0.33%
Max Drawdown
IYC
54.01%
Winner
SFGV
15.68%
Sharpe Ratio
IYC
0.64
Winner
SFGV
1.85
5Y Beta
IYC
1.00
Winner
SFGV
0.68
P/E Ratio
IYC
29.42
SFGV
N/A
Forward P/E
IYC
22.99
SFGV
N/A
PEG Ratio
IYC
0.64
SFGV
N/A
5Y Dividends CAGR
IYC
7.34%
SFGV
N/A
5Y EPS CAGR
IYC
20.39%
SFGV
N/A
Debt to Equity
IYC
-105.09%
SFGV
N/A
P/S Ratio
IYC
1.80
SFGV
N/A
P/B Ratio
IYC
5.91
SFGV
N/A
IYC vs SFGV - Holdings Comparison
IYC and SFGV have 63 common holdings. Overlap is 5.68%
IYC's top 25 holdings weight is 71.24%. SFGV's top 25 holdings weight is 54.76%.
| Rank | IYC | SFGV |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 15.39% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% |
| #2 | TESLA INC (TSLA) - 7.50% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | WALMART INC (WMT) - 4.62% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% |
| #4 | NETFLIX INC (NFLX) - 4.52% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | COSTCO WHOLESALE CORP (COST) - 4.28% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% |
| #6 | THE HOME DEPOT INC (HD) - 3.88% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% |
| #7 | MCDONALD'S CORP (MCD) - 3.52% | APPLE INC (AAPL) - 1.78% |
| #8 | TJX COMPANIES INC (TJX) - 2.96% | EXXON MOBIL CORP (XOM) - 1.00% |
| #9 | THE WALT DISNEY CO (DIS) - 2.88% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.32% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.31% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.24% | CATERPILLAR INC (CAT) - 0.84% |
| #13 | STARBUCKS CORP (SBUX) - 1.80% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.29% | CHEVRON CORP (CVX) - 0.77% |
| #15 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.28% | ABBVIE INC (ABBV) - 0.73% |
| #16 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.21% | PROCTER & GAMBLE CO (PG) - 0.73% |
| #17 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.20% | COCA-COLA CO (KO) - 0.71% |
| #18 | ROSS STORES INC (ROST) - 1.15% | LINDE PLC (LIN) - 0.69% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 1.15% | THE HOME DEPOT INC (HD) - 0.67% |
| #20 | GENERAL MOTORS CO (GM) - 1.13% | CONOCOPHILLIPS (COP) - 0.66% |
| #21 | n/a (WBD) - 1.05% | CORTEVA INC (CTVA) - 0.33% |
| #22 | AUTOZONE INC (AZO) - 0.94% | CITIGROUP INC (C) - 0.32% |
| #23 | TARGET CORP (TGT) - 0.91% | MORGAN STANLEY (MS) - 0.32% |
| #24 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.88% | EBAY INC (EBAY) - 0.32% |
| #25 | ELECTRONIC ARTS INC (EA) - 0.83% | ELECTRONIC ARTS INC (EA) - 0.32% |
| Total Holdings | 169 | 478 |
IYC vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYC
+3.67%
SFGV
+1.67%
3M
Winner
IYC
+0.24%
SFGV
-0.44%
6M
IYC
+0.92%
Winner
SFGV
+13.11%
1Y
IYC
+11.83%
Winner
SFGV
+27.74%
5Y(CAGR)
IYC
+6.37%
SFGV
N/A
10Y(CAGR)
IYC
+11.78%
SFGV
N/A
Max(CAGR)
IYC
+8.56%
Winner
SFGV
+17.20%
IYC vs SFGV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | SFGV |
|---|---|---|
| 2026 | +0.21% | +8.65% |
| 2025 | +8.59% | +19.10% |
| 2024 | +28.89% | +10.72% |
| 2023 | +34.49% | N/A |
| 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 SFGV Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current IYC drawdown is -3.98%. The current SFGV drawdown is -1.42%.
| Rank | IYC | SFGV |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between IYC and SFGV is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
IYC vs SFGV dividend yield comparison.
| Year | IYC | SFGV |
|---|---|---|
| 2026 | 0.12% | 0.26% |
| 2025 | 0.51% | 2.52% |
| 2024 | 0.47% | 2.23% |
| 2023 | 0.68% | 0.00% |
| 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% |
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