IYK vs SPGM
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed IYK, delivering a return of +11.3% compared to +9.1%
IYK vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
IYK
0.38%
Winner
SPGM
0.09%
Max Drawdown
IYK
44.10%
Winner
SPGM
33.97%
Sharpe Ratio
IYK
0.24
Winner
SPGM
1.68
5Y Beta
Winner
IYK
0.11
SPGM
0.91
P/E Ratio
Winner
IYK
25.39
SPGM
27.34
Forward P/E
Winner
IYK
17.64
SPGM
20.03
PEG Ratio
IYK
0.65
SPGM
N/A
5Y Dividends CAGR
Winner
IYK
19.15%
SPGM
13.19%
5Y EPS CAGR
IYK
8.24%
Winner
SPGM
23.07%
Debt to Equity
IYK
135.41%
SPGM
N/A
P/S Ratio
IYK
0.96
Winner
SPGM
0.31
P/B Ratio
Winner
IYK
4.51
SPGM
4.77
IYK vs SPGM - Holdings Comparison
IYK and SPGM have 25 common holdings. Overlap is 2.19%
IYK's top 25 holdings weight is 90.94%. SPGM's top 25 holdings weight is 29.28%.
| Rank | IYK | SPGM |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.81% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | COCA-COLA CO (KO) - 12.22% | APPLE INC (AAPL) - 3.64% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 11.07% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | PEPSICO INC (PEP) - 7.75% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | CVS HEALTH CORP (CVS) - 5.07% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | ALTRIA GROUP INC (MO) - 4.56% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | MCKESSON CORP (MCK) - 3.76% | BROADCOM INC (AVGO) - 1.40% |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.48% | n/a (TSM) - 1.38% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.21% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | MONSTER BEVERAGE CORP (MNST) - 3.07% | TESLA INC (TSLA) - 1.06% |
| #11 | CORTEVA INC (CTVA) - 2.52% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | CENCORA INC (COR) - 2.32% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | KEURIG DR PEPPER INC (KDP) - 1.92% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | SYSCO CORP (SYY) - 1.82% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.76% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | THE KROGER CO (KR) - 1.72% | VISA INC CLASS A (V) - 0.58% |
| #17 | KENVUE INC (KVUE) - 1.64% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.62% | CHEVRON CORP (CVX) - 0.53% |
| #19 | CASEY'S GENERAL STORES INC (CASY) - 1.51% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | THE HERSHEY CO (HSY) - 1.23% | WALMART INC (WMT) - 0.51% |
| #21 | CHURCH & DWIGHT CO INC (CHD) - 1.12% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | US FOODS HOLDING CORP (USFD) - 1.01% | CHUBB LTD (CB) - 0.50% |
| #23 | CONSTELLATION BRANDS INC CLASS A (STZ) - 0.95% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | THE KRAFT HEINZ CO (KHC) - 0.95% | NESTLE SA (n/a) - 0.50% |
| #25 | GENERAL MILLS INC (GIS) - 0.85% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 57 | 2333 |
IYK vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
-0.06%
SPGM
-0.09%
3M
IYK
+4.90%
Winner
SPGM
+12.19%
6M
IYK
+9.24%
Winner
SPGM
+9.88%
1Y
IYK
+5.43%
Winner
SPGM
+28.35%
5Y(CAGR)
IYK
+9.11%
Winner
SPGM
+11.26%
10Y(CAGR)
IYK
+12.74%
Winner
SPGM
+13.27%
Max(CAGR)
Winner
IYK
+12.77%
SPGM
+12.56%
IYK vs SPGM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | SPGM |
|---|---|---|
| 2026 | +9.69% | +9.92% |
| 2025 | +5.25% | +23.70% |
| 2024 | +3.60% | +17.65% |
| 2023 | +3.15% | +21.33% |
| 2022 | +8.20% | -17.95% |
| 2021 | +22.12% | +20.77% |
| 2020 | +37.94% | +14.24% |
| 2019 | +34.57% | +27.70% |
| 2018 | -9.20% | -8.85% |
| 2017 | +20.14% | +25.00% |
| 2016 | +12.04% | +12.47% |
| 2015 | +11.00% | +1.18% |
| 2014 | +17.14% | +13.98% |
| 2013 | +31.92% | +22.99% |
| 2012 | +16.91% | +3.69% |
| 2011 | +12.71% | N/A |
| 2010 | +23.19% | N/A |
| 2009 | +27.13% | N/A |
| 2008 | -21.79% | N/A |
| 2007 | +13.19% | N/A |
| 2006 | +18.07% | N/A |
| 2005 | +5.73% | N/A |
| 2004 | +15.00% | N/A |
| 2003 | +21.68% | N/A |
| 2002 | -3.22% | N/A |
| 2001 | +6.00% | N/A |
| 2000 | +6.94% | N/A |
IYK vs SPGM Drawdown Comparison
The maximum drawdown for IYK was -39.61%, occurring on Mar 9, 2009. Recovery took 522 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current IYK drawdown is -5.76%. The current SPGM drawdown is -2.70%.
| Rank | IYK | SPGM |
|---|---|---|
| #1 | -39.61% Dec 10, 2007 - Jan 6, 2010 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -33.19% Feb 20, 2020 - Jul 15, 2020 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -22.37% May 2, 2002 - Nov 3, 2003 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -15.50% Jan 24, 2018 - Mar 29, 2019 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -13.22% Jul 7, 2011 - Dec 23, 2011 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -13.13% Apr 21, 2022 - Nov 30, 2022 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -12.57% Feb 12, 2001 - Aug 24, 2001 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -10.49% Jul 28, 2023 - Jan 2, 2024 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -10.04% Aug 5, 2015 - Oct 16, 2015 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -9.82% Apr 22, 2010 - Sep 15, 2010 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -9.21% Jun 30, 2004 - Dec 2, 2004 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -9.05% Feb 8, 2021 - Apr 6, 2021 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -9.02% Sep 5, 2001 - Nov 6, 2001 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between IYK and SPGM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IYK vs SPGM dividend yield comparison.
| Year | IYK | SPGM |
|---|---|---|
| 2026 | 1.04% | 0.79% |
| 2025 | 2.75% | 1.89% |
| 2024 | 2.63% | 1.98% |
| 2023 | 8.23% | 2.09% |
| 2022 | 6.49% | 2.37% |
| 2021 | 4.46% | 1.94% |
| 2020 | 4.26% | 1.45% |
| 2019 | 6.63% | 3.49% |
| 2018 | 8.43% | 3.77% |
| 2017 | 5.21% | 4.57% |
| 2016 | 7.88% | 3.74% |
| 2015 | 6.34% | 7.40% |
| 2014 | 5.47% | 4.37% |
| 2013 | 5.52% | 3.49% |
| 2012 | 6.71% | 4.52% |
| 2011 | 6.32% | 0.00% |
| 2010 | 6.45% | 0.00% |
| 2009 | 7.24% | 0.00% |
| 2008 | 7.49% | 0.00% |
| 2007 | 5.58% | 0.00% |
| 2006 | 5.65% | 0.00% |
| 2005 | 4.85% | 0.00% |
| 2004 | 4.09% | 0.00% |
| 2003 | 4.16% | 0.00% |
| 2002 | 4.46% | 0.00% |
| 2001 | 3.60% | 0.00% |
| 2000 | 1.73% | 0.00% |
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