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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 +5.9%

IYC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYC
$1.20B
Winner
SPY
$784B
Expense Ratio
IYC
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYC
54.01%
SPY
56.47%
Sharpe Ratio
IYC
0.10
Winner
SPY
1.54
5Y Beta
Winner
IYC
0.99
SPY
1.00
P/E Ratio
IYC
28.33
Winner
SPY
27.62
Forward P/E
IYC
22.72
Winner
SPY
21.11
PEG Ratio
IYC
0.55
SPY
N/A
5Y Dividends CAGR
IYC
5.17%
Winner
SPY
6.00%
5Y EPS CAGR
IYC
15.01%
Winner
SPY
25.30%
Debt to Equity
Winner
IYC
-143.29%
SPY
31.11%
P/S Ratio
Winner
IYC
1.90
SPY
3.49
P/B Ratio
IYC
6.00
Winner
SPY
5.30

IYC vs SPY - Holdings Comparison

IYC and SPY have 73 common holdings. Overlap is 12.67%

IYC's top 25 holdings weight is 70.56%. SPY's top 25 holdings weight is 51.24%.

RankIYCSPY
#1
AMAZON.COM INC (AMZN) - 14.15%
NVIDIA CORP (NVDA) - 7.81%
#2
TESLA INC (TSLA) - 8.08%
APPLE INC (AAPL) - 6.81%
#3
COSTCO WHOLESALE CORP (COST) - 4.34%
MICROSOFT CORP (MSFT) - 4.53%
#4
WALMART INC (WMT) - 4.17%
AMAZON.COM INC (AMZN) - 3.72%
#5
NETFLIX INC (NFLX) - 4.14%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
THE HOME DEPOT INC (HD) - 3.91%
BROADCOM INC (AVGO) - 2.77%
#7
MCDONALD'S CORP (MCD) - 3.39%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
THE WALT DISNEY CO (DIS) - 3.08%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TJX COMPANIES INC (TJX) - 2.98%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
UBER TECHNOLOGIES INC (UBER) - 2.43%
TESLA INC (TSLA) - 1.76%
#11
BOOKING HOLDINGS INC (BKNG) - 2.20%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
LOWE'S COMPANIES INC (LOW) - 2.03%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
STARBUCKS CORP (SBUX) - 1.97%
ELI LILLY AND CO (LLY) - 1.38%
#14
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
SPOTIFY TECHNOLOGY SA (SPOT) - 1.34%
EXXON MOBIL CORP (XOM) - 0.92%
#16
O'REILLY AUTOMOTIVE INC (ORLY) - 1.30%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ROSS STORES INC (ROST) - 1.26%
VISA INC CLASS A (V) - 0.87%
#18
HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23%
INTEL CORP (INTC) - 0.85%
#19
GENERAL MOTORS CO (GM) - 1.20%
WALMART INC (WMT) - 0.82%
#20
ROYAL CARIBBEAN GROUP (RCL) - 1.09%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
n/a (WBD) - 1.06%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
FORD MOTOR CO (F) - 0.98%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
TARGET CORP (TGT) - 0.96%
CATERPILLAR INC (CAT) - 0.68%
#24
AUTOZONE INC (AZO) - 0.96%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings170505

IYC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IYC
-2.65%
Winner
SPY
-1.37%
3M
IYC
+2.18%
Winner
SPY
+12.22%
6M
IYC
-4.50%
Winner
SPY
+7.20%
1Y
IYC
+2.56%
Winner
SPY
+23.58%
5Y(CAGR)
IYC
+5.86%
Winner
SPY
+13.19%
10Y(CAGR)
IYC
+12.79%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IYC
+10.43%
SPY
+8.44%

IYC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYCSPY
2026-3.01%+7.95%
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+25.66%+17.28%
2019+30.11%+31.09%
2018+2.97%-5.24%
2017+23.08%+20.78%
2016+11.17%+13.59%
2015+10.26%+1.31%
2014+17.69%+14.56%
2013+41.61%+29.00%
2012+28.26%+14.17%
2011+9.35%+0.85%
2010+26.29%+13.14%
2009+33.05%+22.67%
2008-26.33%-36.25%
2007-6.48%+5.32%
2006+15.37%+13.85%
2005-1.03%+5.32%
2004+12.35%+10.75%
2003+29.45%+24.18%
2002-24.11%-22.42%
2001+3.03%-10.13%
2000-4.79%-8.84%
1999N/A+8.61%

IYC vs SPY Drawdown Comparison

The maximum drawdown for IYC was -50.74%, occurring on Nov 20, 2008. Recovery took 721 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 -7.07%. The current SPY drawdown is -3.18%.

RankIYCSPY
#1-50.74%
Jun 4, 2007 - Apr 14, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.98%
May 22, 2001 - Mar 29, 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 - Jul 22, 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
#6-19.99%
Sep 27, 2018 - Apr 5, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.89%
Jul 14, 2000 - May 17, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.91%
Jul 7, 2011 - Jan 18, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.36%
Apr 26, 2010 - Oct 25, 2010		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.83%
Nov 3, 2015 - Apr 1, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.97%
Jan 13, 2026 - Mar 27, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.69%
Aug 4, 2015 - Nov 3, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.68%
Jan 29, 2018 - Jun 12, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.95%
May 10, 2006 - Sep 26, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.25%
Sep 16, 2025 - Jan 8, 2026		-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
20260.27%0.50%
20250.51%1.07%
20240.47%1.21%
20230.68%1.40%
20220.68%1.65%
20210.39%1.20%
20202.01%1.52%
20193.58%1.75%
20183.59%2.04%
20173.69%1.80%
20164.39%2.03%
20154.12%2.06%
20143.14%1.87%
20133.15%1.81%
20126.09%2.18%
20114.39%2.05%
20103.96%1.80%
20094.24%1.95%
20086.43%3.02%
20072.78%1.85%
20062.40%1.73%
20051.02%1.73%
20040.93%1.82%
20030.83%1.47%
20020.34%1.70%
20010.48%1.25%
20001.90%1.15%
19990.00%0.24%

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