IYK vs EPS
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed IYK, delivering a return of +12.5% compared to +5.6%
IYK vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.30B
EPS
$1.30B
Expense Ratio
IYK
0.38%
Winner
EPS
0.08%
Max Drawdown
Winner
IYK
44.10%
EPS
55.60%
Sharpe Ratio
IYK
0.07
Winner
EPS
2.14
5Y Beta
Winner
IYK
0.14
EPS
0.90
P/E Ratio
IYK
25.89
Winner
EPS
23.71
Forward P/E
Winner
IYK
17.51
EPS
19.12
PEG Ratio
IYK
0.79
EPS
N/A
5Y Dividends CAGR
Winner
IYK
21.53%
EPS
8.33%
5Y EPS CAGR
IYK
7.04%
Winner
EPS
25.30%
Debt to Equity
IYK
121.14%
Winner
EPS
26.36%
P/S Ratio
Winner
IYK
0.95
EPS
3.01
P/B Ratio
IYK
4.55
Winner
EPS
4.22
IYK vs EPS - Holdings Comparison
IYK and EPS have 26 common holdings. Overlap is 3.75%
IYK's top 25 holdings weight is 90.56%. EPS's top 25 holdings weight is 52.10%.
| Rank | IYK | EPS |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.90% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | COCA-COLA CO (KO) - 12.17% | AMAZON.COM INC (AMZN) - 6.48% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 10.39% | ALPHABET INC CLASS A (GOOGL) - 6.37% |
| #4 | PEPSICO INC (PEP) - 8.69% | APPLE INC (AAPL) - 5.01% |
| #5 | ALTRIA GROUP INC (MO) - 4.56% | MICROSOFT CORP (MSFT) - 4.10% |
| #6 | CVS HEALTH CORP (CVS) - 4.21% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #7 | MCKESSON CORP (MCK) - 4.08% | JPMORGAN CHASE & CO (JPM) - 2.08% |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.40% | BROADCOM INC (AVGO) - 1.72% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.69% |
| #10 | CENCORA INC (COR) - 2.66% | EXXON MOBIL CORP (XOM) - 1.40% |
| #11 | MONSTER BEVERAGE CORP (MNST) - 2.63% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #12 | CORTEVA INC (CTVA) - 2.61% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #13 | THE KROGER CO (KR) - 1.90% | MERCK & CO INC (MRK) - 0.85% |
| #14 | KEURIG DR PEPPER INC (KDP) - 1.82% | MICRON TECHNOLOGY INC (MU) - 0.84% |
| #15 | SYSCO CORP (SYY) - 1.72% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #16 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.70% | WALMART INC (WMT) - 0.83% |
| #17 | KENVUE INC (KVUE) - 1.63% | ELI LILLY AND CO (LLY) - 0.78% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.60% | VISA INC CLASS A (V) - 0.76% |
| #19 | CASEY'S GENERAL STORES INC (CASY) - 1.42% | UNITEDHEALTH GROUP INC (UNH) - 0.74% |
| #20 | THE HERSHEY CO (HSY) - 1.34% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | CHURCH & DWIGHT CO INC (CHD) - 1.14% | PFIZER INC (PFE) - 0.68% |
| #22 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.07% | WELLS FARGO & CO (WFC) - 0.66% |
| #23 | US FOODS HOLDING CORP (USFD) - 0.99% | TESLA INC (TSLA) - 0.64% |
| #24 | THE KRAFT HEINZ CO (KHC) - 0.94% | THE GOLDMAN SACHS GROUP INC (GS) - 0.63% |
| #25 | GENERAL MILLS INC (GIS) - 0.90% | CHEVRON CORP (CVX) - 0.63% |
| Total Holdings | 57 | 477 |
IYK vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
IYK
+0.92%
Winner
EPS
+8.58%
3M
IYK
-3.94%
Winner
EPS
+6.58%
6M
IYK
+7.45%
Winner
EPS
+11.27%
1Y
IYK
+4.23%
Winner
EPS
+32.07%
5Y(CAGR)
IYK
+5.61%
Winner
EPS
+12.49%
10Y(CAGR)
IYK
+9.07%
Winner
EPS
+14.82%
Max(CAGR)
IYK
+8.75%
Winner
EPS
+10.35%
IYK vs EPS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | EPS |
|---|---|---|
| 2026 | +7.41% | +8.53% |
| 2025 | +5.25% | +17.52% |
| 2024 | +3.60% | +24.38% |
| 2023 | -2.33% | +23.19% |
| 2022 | +3.53% | -16.52% |
| 2021 | +18.27% | +29.19% |
| 2020 | +32.97% | +11.09% |
| 2019 | +28.40% | +32.16% |
| 2018 | -13.70% | -7.91% |
| 2017 | +15.92% | +22.21% |
| 2016 | +6.45% | +15.33% |
| 2015 | +6.36% | -1.36% |
| 2014 | +12.80% | +14.27% |
| 2013 | +26.87% | +29.44% |
| 2012 | +11.79% | +12.80% |
| 2011 | +7.95% | +2.58% |
| 2010 | +17.66% | +11.74% |
| 2009 | +20.43% | +23.43% |
| 2008 | -25.05% | -35.92% |
| 2007 | +9.01% | +2.94% |
| 2006 | +13.48% | N/A |
| 2005 | +2.38% | N/A |
| 2004 | +11.76% | N/A |
| 2003 | +18.08% | N/A |
| 2002 | -5.87% | N/A |
| 2001 | +3.41% | N/A |
| 2000 | +5.63% | N/A |
IYK vs EPS Drawdown Comparison
The maximum drawdown for IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 722 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current IYK drawdown is -7.71%.
| Rank | IYK | EPS |
|---|---|---|
| #1 | -42.63% Dec 10, 2007 - Oct 22, 2010 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -33.19% Feb 20, 2020 - Jul 27, 2020 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -24.53% May 2, 2002 - Dec 22, 2003 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -19.69% Jan 24, 2018 - Jul 29, 2019 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -15.04% Apr 21, 2022 - May 10, 2024 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -13.22% Jul 7, 2011 - Jan 25, 2012 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -12.81% Feb 12, 2001 - Dec 19, 2001 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -10.21% Jun 23, 2004 - Dec 9, 2004 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -10.04% Aug 5, 2015 - Oct 19, 2015 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -9.05% Feb 8, 2021 - Apr 12, 2021 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -8.47% Oct 22, 2015 - Mar 4, 2016 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -8.13% Jul 20, 2000 - Nov 1, 2000 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -7.87% Apr 3, 2025 - Jan 30, 2026 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IYK and EPS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IYK vs EPS dividend yield comparison.
| Year | IYK | EPS |
|---|---|---|
| 2026 | 0.47% | 0.26% |
| 2025 | 2.75% | 1.26% |
| 2024 | 2.63% | 1.47% |
| 2023 | 2.74% | 1.73% |
| 2022 | 2.16% | 1.95% |
| 2021 | 1.49% | 1.51% |
| 2020 | 1.42% | 1.85% |
| 2019 | 2.21% | 1.70% |
| 2018 | 2.81% | 2.02% |
| 2017 | 1.74% | 1.59% |
| 2016 | 2.63% | 1.99% |
| 2015 | 2.11% | 2.15% |
| 2014 | 1.82% | 1.66% |
| 2013 | 1.84% | 1.63% |
| 2012 | 2.24% | 2.17% |
| 2011 | 2.11% | 1.95% |
| 2010 | 2.15% | 1.70% |
| 2009 | 2.41% | 1.93% |
| 2008 | 2.50% | 2.73% |
| 2007 | 1.86% | 1.41% |
| 2006 | 1.89% | 0.00% |
| 2005 | 1.62% | 0.00% |
| 2004 | 1.36% | 0.00% |
| 2003 | 1.39% | 0.00% |
| 2002 | 1.49% | 0.00% |
| 2001 | 1.20% | 0.00% |
| 2000 | 0.58% | 0.00% |
Select Stocks to Compare
Popular: IYK vs SPYEPS vs SPY
More Comparisons
Compare with similar stocks