IYK vs RYLD
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and GLOBAL X RUSSELL 2000 COVERED CALL ETF (RYLD, ETF).
5-Year PerformanceIYK has outperformed RYLD, delivering a return of +6.5% compared to +3.3%
IYK vs RYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.30B
Winner
RYLD
$1.40B
Expense Ratio
Winner
IYK
0.38%
RYLD
0.60%
Max Drawdown
Winner
IYK
44.10%
RYLD
48.37%
Sharpe Ratio
IYK
0.39
Winner
RYLD
1.67
5Y Beta
Winner
IYK
0.10
RYLD
0.73
P/E Ratio
IYK
26.12
RYLD
N/A
Forward P/E
IYK
18.46
RYLD
N/A
PEG Ratio
IYK
0.65
RYLD
N/A
5Y Dividends CAGR
Winner
IYK
19.15%
RYLD
-7.60%
5Y EPS CAGR
IYK
8.98%
RYLD
N/A
Debt to Equity
IYK
132.22%
RYLD
N/A
P/S Ratio
IYK
0.91
RYLD
N/A
P/B Ratio
IYK
4.82
RYLD
N/A
IYK vs RYLD - Holdings Comparison
IYK and RYLD have 0 common holdings. Overlap is 0.00%
IYK's top 25 holdings weight is 90.44%. RYLD's top 25 holdings weight is 100.52%.
| Rank | IYK | RYLD |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.23% | GLOBAL X RUSSELL 2000 ETF (RSSL) - 100.52% |
| #2 | COCA-COLA CO (KO) - 12.59% | N/A |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 10.73% | N/A |
| #4 | PEPSICO INC (PEP) - 7.33% | N/A |
| #5 | CVS HEALTH CORP (CVS) - 4.75% | N/A |
| #6 | ALTRIA GROUP INC (MO) - 4.21% | N/A |
| #7 | MCKESSON CORP (MCK) - 3.75% | N/A |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.09% | N/A |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.06% | N/A |
| #10 | MONSTER BEVERAGE CORP (MNST) - 3.05% | N/A |
| #11 | CORTEVA INC (CTVA) - 2.65% | N/A |
| #12 | CENCORA INC (COR) - 2.62% | N/A |
| #13 | CARDINAL HEALTH INC (CAH) - 2.50% | N/A |
| #14 | SYSCO CORP (SYY) - 1.84% | N/A |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.83% | N/A |
| #16 | KEURIG DR PEPPER INC (KDP) - 1.82% | N/A |
| #17 | KENVUE INC (KVUE) - 1.65% | N/A |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.64% | N/A |
| #19 | THE KROGER CO (KR) - 1.52% | N/A |
| #20 | CASEY'S GENERAL STORES INC (CASY) - 1.45% | N/A |
| #21 | THE HERSHEY CO (HSY) - 1.16% | N/A |
| #22 | CHURCH & DWIGHT CO INC (CHD) - 1.05% | N/A |
| #23 | US FOODS HOLDING CORP (USFD) - 1.03% | N/A |
| #24 | THE KRAFT HEINZ CO (KHC) - 0.99% | N/A |
| #25 | GENERAL MILLS INC (GIS) - 0.90% | N/A |
| Total Holdings | 56 | 1 |
IYK vs RYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
+4.22%
RYLD
+2.41%
3M
IYK
+7.93%
Winner
RYLD
+8.55%
6M
IYK
+7.46%
Winner
RYLD
+9.22%
1Y
IYK
+8.33%
Winner
RYLD
+23.48%
5Y(CAGR)
Winner
IYK
+6.51%
RYLD
+3.26%
10Y(CAGR)
IYK
+9.07%
RYLD
N/A
Max(CAGR)
Winner
IYK
+8.86%
RYLD
+5.88%
IYK vs RYLD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | RYLD |
|---|---|---|
| 2026 | +12.20% | +11.69% |
| 2025 | +5.25% | +5.55% |
| 2024 | +3.60% | +10.31% |
| 2023 | -2.33% | +0.38% |
| 2022 | +3.53% | -13.44% |
| 2021 | +18.27% | +23.31% |
| 2020 | +32.97% | -0.35% |
| 2019 | +28.40% | +8.91% |
| 2018 | -13.70% | N/A |
| 2017 | +15.92% | N/A |
| 2016 | +6.45% | N/A |
| 2015 | +6.36% | N/A |
| 2014 | +12.80% | N/A |
| 2013 | +26.87% | N/A |
| 2012 | +11.79% | N/A |
| 2011 | +7.95% | N/A |
| 2010 | +17.66% | N/A |
| 2009 | +20.43% | N/A |
| 2008 | -25.05% | N/A |
| 2007 | +9.01% | N/A |
| 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 RYLD Drawdown Comparison
The maximum drawdown for IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 722 trading sessions.
The maximum drawdown for RYLD was -41.52%, occurring on Mar 18, 2020. Recovery took 223 trading sessions.
The current IYK drawdown is -3.59%.
| Rank | IYK | RYLD |
|---|---|---|
| #1 | -42.63% Dec 10, 2007 - Oct 22, 2010 | -41.52% Feb 20, 2020 - Jan 7, 2021 |
| #2 | -33.19% Feb 20, 2020 - Jul 27, 2020 | -21.36% Nov 19, 2021 - Jan 5, 2026 |
| #3 | -24.53% May 2, 2002 - Dec 22, 2003 | -6.30% Feb 26, 2026 - May 1, 2026 |
| #4 | -19.69% Jan 24, 2018 - Jul 29, 2019 | -5.29% Jul 30, 2019 - Oct 28, 2019 |
| #5 | -15.04% Apr 21, 2022 - May 10, 2024 | -4.66% Jan 16, 2020 - Feb 13, 2020 |
| #6 | -13.22% Jul 7, 2011 - Jan 25, 2012 | -4.46% Apr 28, 2021 - May 24, 2021 |
| #7 | -12.81% Feb 12, 2001 - Dec 19, 2001 | -4.23% Jul 1, 2021 - Aug 11, 2021 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -4.21% Mar 22, 2021 - Apr 1, 2021 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -4.08% May 3, 2019 - Jun 13, 2019 |
| #10 | -10.21% Jun 23, 2004 - Dec 9, 2004 | -3.68% Mar 1, 2021 - Mar 10, 2021 |
| #11 | -10.04% Aug 5, 2015 - Oct 19, 2015 | -2.73% Aug 12, 2021 - Aug 27, 2021 |
| #12 | -9.05% Feb 8, 2021 - Apr 12, 2021 | -2.61% Jan 22, 2026 - Feb 9, 2026 |
| #13 | -8.47% Oct 22, 2015 - Mar 4, 2016 | -2.60% Jan 22, 2021 - Feb 3, 2021 |
| #14 | -8.13% Jul 20, 2000 - Nov 1, 2000 | -2.05% Feb 24, 2021 - Mar 1, 2021 |
| #15 | -7.87% Apr 3, 2025 - Jan 30, 2026 | -2.04% Apr 16, 2021 - Apr 23, 2021 |
Correlation
Correlation between IYK and RYLD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2000 - 2026)
IYK vs RYLD dividend yield comparison.
| Year | IYK | RYLD |
|---|---|---|
| 2026 | 1.02% | 6.84% |
| 2025 | 2.75% | 12.00% |
| 2024 | 2.63% | 12.03% |
| 2023 | 2.74% | 12.64% |
| 2022 | 2.16% | 13.49% |
| 2021 | 1.49% | 12.35% |
| 2020 | 1.42% | 10.76% |
| 2019 | 2.21% | 6.43% |
| 2018 | 2.81% | 0.00% |
| 2017 | 1.74% | 0.00% |
| 2016 | 2.63% | 0.00% |
| 2015 | 2.11% | 0.00% |
| 2014 | 1.82% | 0.00% |
| 2013 | 1.84% | 0.00% |
| 2012 | 2.24% | 0.00% |
| 2011 | 2.11% | 0.00% |
| 2010 | 2.15% | 0.00% |
| 2009 | 2.41% | 0.00% |
| 2008 | 2.50% | 0.00% |
| 2007 | 1.86% | 0.00% |
| 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% |
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