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 +13.3% compared to +6.4%
IYC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.10B
Winner
SPY
$652B
Expense Ratio
IYC
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYC
54.01%
SPY
56.47%
Sharpe Ratio
IYC
0.64
Winner
SPY
2.07
5Y Beta
Winner
IYC
1.00
SPY
1.00
P/E Ratio
IYC
29.42
Winner
SPY
28.24
Forward P/E
IYC
22.99
Winner
SPY
21.85
PEG Ratio
IYC
0.64
SPY
N/A
5Y Dividends CAGR
Winner
IYC
7.34%
SPY
5.43%
5Y EPS CAGR
IYC
20.39%
Winner
SPY
25.79%
Debt to Equity
Winner
IYC
-105.09%
SPY
22.35%
P/S Ratio
Winner
IYC
1.80
SPY
3.55
P/B Ratio
IYC
5.91
Winner
SPY
5.29
IYC vs SPY - Holdings Comparison
IYC and SPY have 73 common holdings. Overlap is 13.47%
IYC's top 25 holdings weight is 71.24%. SPY's top 25 holdings weight is 51.32%.
| Rank | IYC | SPY |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 15.39% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TESLA INC (TSLA) - 7.50% | APPLE INC (AAPL) - 6.48% |
| #3 | WALMART INC (WMT) - 4.62% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | NETFLIX INC (NFLX) - 4.52% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | COSTCO WHOLESALE CORP (COST) - 4.28% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | THE HOME DEPOT INC (HD) - 3.88% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MCDONALD'S CORP (MCD) - 3.52% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | TJX COMPANIES INC (TJX) - 2.96% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | THE WALT DISNEY CO (DIS) - 2.88% | TESLA INC (TSLA) - 1.73% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.31% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.24% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | STARBUCKS CORP (SBUX) - 1.80% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.29% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.28% | WALMART INC (WMT) - 0.91% |
| #16 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.21% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.20% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ROSS STORES INC (ROST) - 1.15% | VISA INC CLASS A (V) - 0.85% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 1.15% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | GENERAL MOTORS CO (GM) - 1.13% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (WBD) - 1.05% | INTEL CORP (INTC) - 0.65% |
| #22 | AUTOZONE INC (AZO) - 0.94% | NETFLIX INC (NFLX) - 0.64% |
| #23 | TARGET CORP (TGT) - 0.91% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.88% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ELECTRONIC ARTS INC (EA) - 0.83% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 169 | 505 |
IYC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYC
+3.67%
Winner
SPY
+9.11%
3M
IYC
+0.24%
Winner
SPY
+6.59%
6M
IYC
+0.92%
Winner
SPY
+10.56%
1Y
IYC
+11.83%
Winner
SPY
+32.04%
5Y(CAGR)
IYC
+6.37%
Winner
SPY
+13.35%
10Y(CAGR)
IYC
+11.78%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IYC
+8.56%
SPY
+8.50%
IYC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYC | SPY |
|---|---|---|
| 2026 | +0.21% | +8.27% |
| 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% |
| 1999 | N/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%.
| Rank | IYC | SPY |
|---|---|---|
| #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.
| Year | IYC | SPY |
|---|---|---|
| 2026 | 0.12% | 0.24% |
| 2025 | 0.51% | 1.07% |
| 2024 | 0.47% | 1.21% |
| 2023 | 0.68% | 1.40% |
| 2022 | 0.68% | 1.65% |
| 2021 | 0.39% | 1.20% |
| 2020 | 0.65% | 1.52% |
| 2019 | 0.89% | 1.75% |
| 2018 | 0.90% | 2.04% |
| 2017 | 0.92% | 1.80% |
| 2016 | 1.10% | 2.03% |
| 2015 | 1.03% | 2.06% |
| 2014 | 0.79% | 1.87% |
| 2013 | 0.79% | 1.81% |
| 2012 | 1.52% | 2.18% |
| 2011 | 1.10% | 2.05% |
| 2010 | 0.99% | 1.80% |
| 2009 | 1.06% | 1.95% |
| 2008 | 1.61% | 3.02% |
| 2007 | 0.70% | 1.85% |
| 2006 | 0.60% | 1.73% |
| 2005 | 0.25% | 1.73% |
| 2004 | 0.23% | 1.82% |
| 2003 | 0.21% | 1.47% |
| 2002 | 0.08% | 1.70% |
| 2001 | 0.12% | 1.25% |
| 2000 | 0.47% | 1.15% |
| 1999 | 0.00% | 0.24% |
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