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IYC vs SPY

Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IYC, delivering a return of +13.2% compared to +6.2%

IYC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYC
$1.20B
Winner
SPY
$781B
Expense Ratio
IYC
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYC
54.01%
SPY
56.47%
Sharpe Ratio
IYC
0.06
Winner
SPY
1.42
5Y Beta
Winner
IYC
0.97
SPY
1.00
P/E Ratio
Winner
IYC
25.00
SPY
26.48
Forward P/E
IYC
23.36
Winner
SPY
20.90
PEG Ratio
Winner
IYC
0.26
SPY
0.30
5Y Dividends CAGR
IYC
5.17%
Winner
SPY
6.00%
5Y EPS CAGR
IYC
16.98%
Winner
SPY
26.40%
Debt to Equity
Winner
IYC
-129.17%
SPY
48.17%
P/S Ratio
Winner
IYC
1.91
SPY
3.72
P/B Ratio
IYC
5.73
Winner
SPY
5.55

IYC vs SPY - Holdings Comparison

IYC and SPY have 72 common holdings. Overlap is 12.21%

IYC's top 25 holdings weight is 70.18%. SPY's top 25 holdings weight is 51.49%.

RankIYCSPY
#1
AMAZON.COM INC (AMZN) - 14.81%
NVIDIA CORP (NVDA) - 7.76%
#2
TESLA INC (TSLA) - 8.04%
APPLE INC (AAPL) - 7.44%
#3
WALMART INC (WMT) - 4.23%
MICROSOFT CORP (MSFT) - 4.56%
#4
COSTCO WHOLESALE CORP (COST) - 4.13%
AMAZON.COM INC (AMZN) - 3.74%
#5
THE HOME DEPOT INC (HD) - 4.08%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
NETFLIX INC (NFLX) - 3.59%
BROADCOM INC (AVGO) - 2.83%
#7
MCDONALD'S CORP (MCD) - 3.15%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
TJX COMPANIES INC (TJX) - 2.89%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
THE WALT DISNEY CO (DIS) - 2.87%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
UBER TECHNOLOGIES INC (UBER) - 2.36%
TESLA INC (TSLA) - 1.65%
#11
BOOKING HOLDINGS INC (BKNG) - 2.34%
ELI LILLY AND CO (LLY) - 1.44%
#12
STARBUCKS CORP (SBUX) - 2.01%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
LOWE'S COMPANIES INC (LOW) - 1.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
SPOTIFY TECHNOLOGY SA (SPOT) - 1.31%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
ROSS STORES INC (ROST) - 1.25%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
O'REILLY AUTOMOTIVE INC (ORLY) - 1.23%
VISA INC CLASS A (V) - 0.91%
#18
HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.22%
INTEL CORP (INTC) - 0.77%
#19
ROYAL CARIBBEAN GROUP (RCL) - 1.22%
WALMART INC (WMT) - 0.75%
#20
GENERAL MOTORS CO (GM) - 1.21%
ABBVIE INC (ABBV) - 0.70%
#21
TARGET CORP (TGT) - 1.06%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
n/a (WBD) - 1.05%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.00%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
FORD MOTOR CO (F) - 0.94%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
DELTA AIR LINES INC (DAL) - 0.93%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings159505

IYC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IYC
+0.71%
Winner
SPY
+2.30%
3M
IYC
-0.48%
Winner
SPY
+5.00%
6M
IYC
-0.23%
Winner
SPY
+11.88%
1Y
IYC
+2.30%
Winner
SPY
+22.80%
5Y(CAGR)
IYC
+6.16%
Winner
SPY
+13.20%
10Y(CAGR)
IYC
+11.46%
Winner
SPY
+15.26%
Max(CAGR)
IYC
+8.48%
Winner
SPY
+8.59%

IYC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYCSPY
2026+0.22%+13.10%
2025+8.59%+18.00%
2024+28.89%+25.59%
2023+34.49%+26.72%
2022-32.81%-18.64%
2021+21.63%+30.52%
2020+23.36%+17.28%
2019+26.50%+31.09%
2018+0.42%-5.24%
2017+19.48%+20.78%
2016+7.50%+13.59%
2015+6.90%+1.31%
2014+14.72%+14.56%
2013+37.93%+29.00%
2012+22.52%+14.17%
2011+5.73%+0.85%
2010+22.30%+13.14%
2009+28.24%+22.67%
2008-29.20%-36.25%
2007-8.27%+5.32%
2006+13.25%+13.85%
2005-1.79%+5.32%
2004+11.53%+10.75%
2003+28.54%+24.18%
2002-24.28%-22.42%
2001+2.65%-10.13%
2000-6.22%-8.84%
1999N/A+8.61%

IYC vs SPY Drawdown Comparison

The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IYC drawdown is -3.98%. The current SPY drawdown is -0.36%.

RankIYCSPY
#1-53.10%
Jun 4, 2007 - Feb 4, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.37%
May 22, 2001 - Oct 4, 2006		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.89%
Nov 5, 2021 - Sep 17, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.31%
Feb 19, 2020 - Aug 4, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.62%
Feb 6, 2025 - Jul 14, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.49%
Sep 27, 2018 - Apr 12, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.96%
Jul 14, 2000 - May 21, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.91%
Jul 7, 2011 - Jan 19, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.99%
Aug 4, 2015 - Jul 12, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.97%
Jan 13, 2026 - Mar 27, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.26%
Jan 29, 2018 - Jun 14, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.25%
Sep 16, 2025 - Jan 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.72%
Sep 5, 2014 - Nov 6, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.62%
Jul 15, 2019 - Nov 27, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.40%
Oct 13, 2020 - Nov 9, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IYC and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

IYC vs SPY dividend yield comparison.

YearIYCSPY
20260.26%0.48%
20250.51%1.07%
20240.47%1.21%
20230.68%1.40%
20220.68%1.65%
20210.39%1.20%
20200.65%1.52%
20190.89%1.75%
20180.90%2.04%
20170.92%1.80%
20161.10%2.03%
20151.03%2.06%
20140.79%1.87%
20130.79%1.81%
20121.52%2.18%
20111.10%2.05%
20100.99%1.80%
20091.06%1.95%
20081.61%3.02%
20070.70%1.85%
20060.60%1.73%
20050.25%1.73%
20040.23%1.82%
20030.21%1.47%
20020.08%1.70%
20010.12%1.25%
20000.47%1.15%
19990.00%0.24%

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