IYC vs XAGG
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
IYC vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.20B
Winner
XAGG
$1.30B
Expense Ratio
Winner
IYC
0.38%
XAGG
0.50%
Max Drawdown
IYC
54.01%
Winner
XAGG
3.58%
Sharpe Ratio
IYC
0.06
Winner
XAGG
0.68
5Y Beta
IYC
0.97
Winner
XAGG
0.16
P/E Ratio
IYC
25.00
XAGG
N/A
Forward P/E
IYC
23.36
XAGG
N/A
PEG Ratio
IYC
0.26
XAGG
N/A
5Y Dividends CAGR
IYC
5.17%
XAGG
N/A
5Y EPS CAGR
IYC
16.98%
XAGG
N/A
Debt to Equity
IYC
-129.17%
XAGG
N/A
P/S Ratio
IYC
1.91
XAGG
N/A
P/B Ratio
IYC
5.73
XAGG
N/A
IYC vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYC
+2.24%
XAGG
+0.32%
3M
Winner
IYC
+1.03%
XAGG
+0.98%
6M
Winner
IYC
+1.01%
XAGG
+0.97%
1Y
IYC
+3.65%
XAGG
N/A
5Y(CAGR)
IYC
+6.42%
XAGG
N/A
10Y(CAGR)
IYC
+11.64%
XAGG
N/A
Max(CAGR)
Winner
IYC
+8.53%
XAGG
+6.20%
IYC vs XAGG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | XAGG |
|---|---|---|
| 2026 | +1.46% | +2.69% |
| 2025 | +8.59% | +1.61% |
| 2024 | +28.89% | N/A |
| 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 XAGG Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current IYC drawdown is -2.79%.
| Rank | IYC | XAGG |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -1.02% Jul 6, 2026 - Aug 5, 2026 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between IYC and XAGG is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2000 - 2026)
IYC vs XAGG dividend yield comparison.
| Year | IYC | XAGG |
|---|---|---|
| 2026 | 0.26% | 4.00% |
| 2025 | 0.51% | 1.02% |
| 2024 | 0.47% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IYC vs SPYXAGG vs SPY
More Comparisons
Compare with similar stocks