IYK vs IWC
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
5-Year PerformanceIYK has outperformed IWC, delivering a return of +6.0% compared to +4.8%
IYK vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.40B
IWC
$1.40B
Expense Ratio
Winner
IYK
0.38%
IWC
0.60%
Max Drawdown
Winner
IYK
44.10%
IWC
65.20%
Sharpe Ratio
IYK
0.11
Winner
IWC
1.65
5Y Beta
Winner
IYK
0.12
IWC
1.19
P/E Ratio
IYK
25.87
Winner
IWC
-35.02
Forward P/E
IYK
17.23
Winner
IWC
13.60
PEG Ratio
IYK
0.78
IWC
N/A
5Y Dividends CAGR
Winner
IYK
21.53%
IWC
11.12%
5Y EPS CAGR
Winner
IYK
8.25%
IWC
5.26%
Debt to Equity
IYK
132.63%
Winner
IWC
-18.24%
P/S Ratio
Winner
IYK
0.99
IWC
1.61
P/B Ratio
IYK
4.61
Winner
IWC
2.25
IYK vs IWC - Holdings Comparison
IYK and IWC have 1 common holdings. Overlap is 0.00%
IYK's top 25 holdings weight is 91.07%. IWC's top 25 holdings weight is 21.60%.
| Rank | IYK | IWC |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.18% | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% |
| #2 | COCA-COLA CO (KO) - 12.39% | APPLIED DIGITAL CORP (APLD) - 1.98% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 11.59% | n/a (PRAX) - 1.61% |
| #4 | PEPSICO INC (PEP) - 8.20% | AXT INC (AXTI) - 1.54% |
| #5 | ALTRIA GROUP INC (MO) - 4.86% | TERAWULF INC (WULF) - 1.43% |
| #6 | CVS HEALTH CORP (CVS) - 4.74% | CIPHER DIGITAL INC (CIFR) - 1.29% |
| #7 | MCKESSON CORP (MCK) - 3.67% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.52% | CELCUITY INC (CELC) - 0.88% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.20% | COGENT BIOSCIENCES INC (COGT) - 0.85% |
| #10 | MONSTER BEVERAGE CORP (MNST) - 2.89% | ENERGY FUELS INC (n/a) - 0.77% |
| #11 | CORTEVA INC (CTVA) - 2.57% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% |
| #12 | CENCORA INC (COR) - 2.29% | NLIGHT INC (LASR) - 0.68% |
| #13 | THE KROGER CO (KR) - 1.87% | TUTOR PERINI CORP (TPC) - 0.59% |
| #14 | KEURIG DR PEPPER INC (KDP) - 1.80% | BEL FUSE INC CLASS B (BELFB) - 0.58% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.77% | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% |
| #16 | SYSCO CORP (SYY) - 1.75% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% |
| #17 | KENVUE INC (KVUE) - 1.59% | INNODATA INC (INOD) - 0.53% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.57% | ORUKA THERAPEUTICS INC (ORKA) - 0.51% |
| #19 | CASEY'S GENERAL STORES INC (CASY) - 1.46% | PENGUIN SOLUTIONS INC (PENG) - 0.50% |
| #20 | THE HERSHEY CO (HSY) - 1.36% | AEHR TEST SYSTEMS (AEHR) - 0.50% |
| #21 | CHURCH & DWIGHT CO INC (CHD) - 1.10% | VISTANCE NETWORKS INC (VISN) - 0.49% |
| #22 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.01% | ASTRONICS CORP (ATRO) - 0.46% |
| #23 | THE KRAFT HEINZ CO (KHC) - 0.97% | DIGI INTERNATIONAL INC (DGII) - 0.45% |
| #24 | TYSON FOODS INC CLASS A (TSN) - 0.86% | CECO ENVIRONMENTAL CORP (CECO) - 0.44% |
| #25 | GENERAL MILLS INC (GIS) - 0.86% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% |
| Total Holdings | 58 | 1249 |
IYK vs IWC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
+0.66%
IWC
-2.49%
3M
IYK
-1.35%
Winner
IWC
+9.62%
6M
IYK
+8.94%
Winner
IWC
+13.85%
1Y
IYK
+4.95%
Winner
IWC
+50.22%
5Y(CAGR)
Winner
IYK
+6.00%
IWC
+4.77%
10Y(CAGR)
IYK
+9.09%
Winner
IWC
+10.86%
Max(CAGR)
Winner
IYK
+8.75%
IWC
+7.58%
IYK vs IWC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | IWC |
|---|---|---|
| 2026 | +8.27% | +14.44% |
| 2025 | +5.25% | +22.31% |
| 2024 | +3.60% | +14.33% |
| 2023 | -2.33% | +9.83% |
| 2022 | +3.53% | -23.36% |
| 2021 | +18.27% | +19.37% |
| 2020 | +32.97% | +21.33% |
| 2019 | +28.40% | +20.16% |
| 2018 | -13.70% | -14.02% |
| 2017 | +15.92% | +12.24% |
| 2016 | +6.45% | +23.81% |
| 2015 | +6.36% | -4.75% |
| 2014 | +12.80% | +4.30% |
| 2013 | +26.87% | +40.53% |
| 2012 | +11.79% | +17.20% |
| 2011 | +7.95% | -11.41% |
| 2010 | +17.66% | +25.96% |
| 2009 | +20.43% | +23.05% |
| 2008 | -25.05% | -38.31% |
| 2007 | +9.01% | -8.99% |
| 2006 | +13.48% | +13.12% |
| 2005 | +2.38% | +2.82% |
| 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 IWC Drawdown Comparison
The maximum drawdown for IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 722 trading sessions.
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current IYK drawdown is -6.98%. The current IWC drawdown is -6.00%.
| Rank | IYK | IWC |
|---|---|---|
| #1 | -42.63% Dec 10, 2007 - Oct 22, 2010 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -33.19% Feb 20, 2020 - Jul 27, 2020 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -24.53% May 2, 2002 - Dec 22, 2003 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -19.69% Jan 24, 2018 - Jul 29, 2019 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -15.04% Apr 21, 2022 - May 10, 2024 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -13.22% Jul 7, 2011 - Jan 25, 2012 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -12.81% Feb 12, 2001 - Dec 19, 2001 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -10.21% Jun 23, 2004 - Dec 9, 2004 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -10.04% Aug 5, 2015 - Oct 19, 2015 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -9.05% Feb 8, 2021 - Apr 12, 2021 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -8.47% Oct 22, 2015 - Mar 4, 2016 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -8.13% Jul 20, 2000 - Nov 1, 2000 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -7.87% Apr 3, 2025 - Jan 30, 2026 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between IYK and IWC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IYK vs IWC dividend yield comparison.
| Year | IYK | IWC |
|---|---|---|
| 2026 | 0.47% | 0.14% |
| 2025 | 2.75% | 1.10% |
| 2024 | 2.63% | 1.06% |
| 2023 | 2.74% | 1.17% |
| 2022 | 2.16% | 1.18% |
| 2021 | 1.49% | 0.78% |
| 2020 | 1.42% | 0.98% |
| 2019 | 2.21% | 1.19% |
| 2018 | 2.81% | 1.01% |
| 2017 | 1.74% | 1.09% |
| 2016 | 2.63% | 1.16% |
| 2015 | 2.11% | 1.49% |
| 2014 | 1.82% | 1.11% |
| 2013 | 1.84% | 1.01% |
| 2012 | 2.24% | 1.95% |
| 2011 | 2.11% | 1.21% |
| 2010 | 2.15% | 0.82% |
| 2009 | 2.41% | 0.82% |
| 2008 | 2.50% | 1.31% |
| 2007 | 1.86% | 0.79% |
| 2006 | 1.89% | 0.51% |
| 2005 | 1.62% | 0.19% |
| 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% |
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