IYK vs SPY
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IYK, delivering a return of +13.3% compared to +5.6%
IYK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.30B
Winner
SPY
$652B
Expense Ratio
IYK
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYK
44.10%
SPY
56.47%
Sharpe Ratio
IYK
0.07
Winner
SPY
2.07
5Y Beta
Winner
IYK
0.14
SPY
1.00
P/E Ratio
Winner
IYK
25.89
SPY
28.24
Forward P/E
Winner
IYK
17.51
SPY
21.85
PEG Ratio
IYK
0.79
SPY
N/A
5Y Dividends CAGR
Winner
IYK
21.53%
SPY
5.43%
5Y EPS CAGR
IYK
7.04%
Winner
SPY
25.79%
Debt to Equity
IYK
121.14%
Winner
SPY
22.35%
P/S Ratio
Winner
IYK
0.95
SPY
3.55
P/B Ratio
Winner
IYK
4.55
SPY
5.29
IYK vs SPY - Holdings Comparison
IYK and SPY have 35 common holdings. Overlap is 3.62%
IYK's top 25 holdings weight is 90.56%. SPY's top 25 holdings weight is 51.32%.
| Rank | IYK | SPY |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.90% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | COCA-COLA CO (KO) - 12.17% | APPLE INC (AAPL) - 6.48% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 10.39% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | PEPSICO INC (PEP) - 8.69% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALTRIA GROUP INC (MO) - 4.56% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | CVS HEALTH CORP (CVS) - 4.21% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MCKESSON CORP (MCK) - 4.08% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.40% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.09% | TESLA INC (TSLA) - 1.73% |
| #10 | CENCORA INC (COR) - 2.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MONSTER BEVERAGE CORP (MNST) - 2.63% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CORTEVA INC (CTVA) - 2.61% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | THE KROGER CO (KR) - 1.90% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | KEURIG DR PEPPER INC (KDP) - 1.82% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | SYSCO CORP (SYY) - 1.72% | WALMART INC (WMT) - 0.91% |
| #16 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.70% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | KENVUE INC (KVUE) - 1.63% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.60% | VISA INC CLASS A (V) - 0.85% |
| #19 | CASEY'S GENERAL STORES INC (CASY) - 1.42% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | THE HERSHEY CO (HSY) - 1.34% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | CHURCH & DWIGHT CO INC (CHD) - 1.14% | INTEL CORP (INTC) - 0.65% |
| #22 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.07% | NETFLIX INC (NFLX) - 0.64% |
| #23 | US FOODS HOLDING CORP (USFD) - 0.99% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | THE KRAFT HEINZ CO (KHC) - 0.94% | CHEVRON CORP (CVX) - 0.58% |
| #25 | GENERAL MILLS INC (GIS) - 0.90% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 57 | 505 |
IYK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYK
+0.92%
Winner
SPY
+9.11%
3M
IYK
-3.94%
Winner
SPY
+6.59%
6M
IYK
+7.45%
Winner
SPY
+10.56%
1Y
IYK
+4.23%
Winner
SPY
+32.04%
5Y(CAGR)
IYK
+5.61%
Winner
SPY
+13.35%
10Y(CAGR)
IYK
+9.07%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IYK
+8.75%
SPY
+8.50%
IYK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYK | SPY |
|---|---|---|
| 2026 | +7.41% | +8.27% |
| 2025 | +5.25% | +18.00% |
| 2024 | +3.60% | +25.59% |
| 2023 | -2.33% | +26.72% |
| 2022 | +3.53% | -18.64% |
| 2021 | +18.27% | +30.52% |
| 2020 | +32.97% | +17.28% |
| 2019 | +28.40% | +31.09% |
| 2018 | -13.70% | -5.24% |
| 2017 | +15.92% | +20.78% |
| 2016 | +6.45% | +13.59% |
| 2015 | +6.36% | +1.31% |
| 2014 | +12.80% | +14.56% |
| 2013 | +26.87% | +29.00% |
| 2012 | +11.79% | +14.17% |
| 2011 | +7.95% | +0.85% |
| 2010 | +17.66% | +13.14% |
| 2009 | +20.43% | +22.67% |
| 2008 | -25.05% | -36.25% |
| 2007 | +9.01% | +5.32% |
| 2006 | +13.48% | +13.85% |
| 2005 | +2.38% | +5.32% |
| 2004 | +11.76% | +10.75% |
| 2003 | +18.08% | +24.18% |
| 2002 | -5.87% | -22.42% |
| 2001 | +3.41% | -10.13% |
| 2000 | +5.63% | -8.84% |
| 1999 | N/A | +8.61% |
IYK vs SPY Drawdown Comparison
The maximum drawdown for IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 722 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IYK drawdown is -7.71%.
| Rank | IYK | SPY |
|---|---|---|
| #1 | -42.63% Dec 10, 2007 - Oct 22, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -33.19% Feb 20, 2020 - Jul 27, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.53% May 2, 2002 - Dec 22, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.69% Jan 24, 2018 - Jul 29, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.04% Apr 21, 2022 - May 10, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.22% Jul 7, 2011 - Jan 25, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.81% Feb 12, 2001 - Dec 19, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.21% Jun 23, 2004 - Dec 9, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.04% Aug 5, 2015 - Oct 19, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.05% Feb 8, 2021 - Apr 12, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.47% Oct 22, 2015 - Mar 4, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.13% Jul 20, 2000 - Nov 1, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.87% Apr 3, 2025 - Jan 30, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYK and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
IYK vs SPY dividend yield comparison.
| Year | IYK | SPY |
|---|---|---|
| 2026 | 0.47% | 0.24% |
| 2025 | 2.75% | 1.07% |
| 2024 | 2.63% | 1.21% |
| 2023 | 2.74% | 1.40% |
| 2022 | 2.16% | 1.65% |
| 2021 | 1.49% | 1.20% |
| 2020 | 1.42% | 1.52% |
| 2019 | 2.21% | 1.75% |
| 2018 | 2.81% | 2.04% |
| 2017 | 1.74% | 1.80% |
| 2016 | 2.63% | 2.03% |
| 2015 | 2.11% | 2.06% |
| 2014 | 1.82% | 1.87% |
| 2013 | 1.84% | 1.81% |
| 2012 | 2.24% | 2.18% |
| 2011 | 2.11% | 2.05% |
| 2010 | 2.15% | 1.80% |
| 2009 | 2.41% | 1.95% |
| 2008 | 2.50% | 3.02% |
| 2007 | 1.86% | 1.85% |
| 2006 | 1.89% | 1.73% |
| 2005 | 1.62% | 1.73% |
| 2004 | 1.36% | 1.82% |
| 2003 | 1.39% | 1.47% |
| 2002 | 1.49% | 1.70% |
| 2001 | 1.20% | 1.25% |
| 2000 | 0.58% | 1.15% |
| 1999 | 0.00% | 0.24% |
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