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 +13.2% compared to +9.1%
IYK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.60B
Winner
SPY
$784B
Expense Ratio
IYK
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYK
44.10%
SPY
56.47%
Sharpe Ratio
IYK
0.24
Winner
SPY
1.54
5Y Beta
Winner
IYK
0.11
SPY
1.00
P/E Ratio
Winner
IYK
25.39
SPY
27.62
Forward P/E
Winner
IYK
17.64
SPY
21.11
PEG Ratio
IYK
0.65
SPY
N/A
5Y Dividends CAGR
Winner
IYK
19.15%
SPY
6.00%
5Y EPS CAGR
IYK
8.24%
Winner
SPY
25.30%
Debt to Equity
IYK
135.41%
Winner
SPY
31.11%
P/S Ratio
Winner
IYK
0.96
SPY
3.49
P/B Ratio
Winner
IYK
4.51
SPY
5.30
IYK vs SPY - Holdings Comparison
IYK and SPY have 35 common holdings. Overlap is 3.23%
IYK's top 25 holdings weight is 90.94%. SPY's top 25 holdings weight is 51.24%.
| Rank | IYK | SPY |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.81% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | COCA-COLA CO (KO) - 12.22% | APPLE INC (AAPL) - 6.81% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 11.07% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | PEPSICO INC (PEP) - 7.75% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | CVS HEALTH CORP (CVS) - 5.07% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALTRIA GROUP INC (MO) - 4.56% | BROADCOM INC (AVGO) - 2.77% |
| #7 | MCKESSON CORP (MCK) - 3.76% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.48% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.21% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MONSTER BEVERAGE CORP (MNST) - 3.07% | TESLA INC (TSLA) - 1.76% |
| #11 | CORTEVA INC (CTVA) - 2.52% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | CENCORA INC (COR) - 2.32% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | KEURIG DR PEPPER INC (KDP) - 1.92% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | SYSCO CORP (SYY) - 1.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.76% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | THE KROGER CO (KR) - 1.72% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | KENVUE INC (KVUE) - 1.64% | VISA INC CLASS A (V) - 0.87% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.62% | INTEL CORP (INTC) - 0.85% |
| #19 | CASEY'S GENERAL STORES INC (CASY) - 1.51% | WALMART INC (WMT) - 0.82% |
| #20 | THE HERSHEY CO (HSY) - 1.23% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | CHURCH & DWIGHT CO INC (CHD) - 1.12% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | US FOODS HOLDING CORP (USFD) - 1.01% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CONSTELLATION BRANDS INC CLASS A (STZ) - 0.95% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | THE KRAFT HEINZ CO (KHC) - 0.95% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | GENERAL MILLS INC (GIS) - 0.85% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 57 | 505 |
IYK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
-0.06%
SPY
-1.37%
3M
IYK
+4.90%
Winner
SPY
+12.22%
6M
Winner
IYK
+9.24%
SPY
+7.20%
1Y
IYK
+5.43%
Winner
SPY
+23.58%
5Y(CAGR)
IYK
+9.11%
Winner
SPY
+13.19%
10Y(CAGR)
IYK
+12.74%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IYK
+12.77%
SPY
+8.44%
IYK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYK | SPY |
|---|---|---|
| 2026 | +9.69% | +7.95% |
| 2025 | +5.25% | +18.00% |
| 2024 | +3.60% | +25.59% |
| 2023 | +3.15% | +26.72% |
| 2022 | +8.20% | -18.64% |
| 2021 | +22.12% | +30.52% |
| 2020 | +37.94% | +17.28% |
| 2019 | +34.57% | +31.09% |
| 2018 | -9.20% | -5.24% |
| 2017 | +20.14% | +20.78% |
| 2016 | +12.04% | +13.59% |
| 2015 | +11.00% | +1.31% |
| 2014 | +17.14% | +14.56% |
| 2013 | +31.92% | +29.00% |
| 2012 | +16.91% | +14.17% |
| 2011 | +12.71% | +0.85% |
| 2010 | +23.19% | +13.14% |
| 2009 | +27.13% | +22.67% |
| 2008 | -21.79% | -36.25% |
| 2007 | +13.19% | +5.32% |
| 2006 | +18.07% | +13.85% |
| 2005 | +5.73% | +5.32% |
| 2004 | +15.00% | +10.75% |
| 2003 | +21.68% | +24.18% |
| 2002 | -3.22% | -22.42% |
| 2001 | +6.00% | -10.13% |
| 2000 | +6.94% | -8.84% |
| 1999 | N/A | +8.61% |
IYK vs SPY Drawdown Comparison
The maximum drawdown for IYK was -39.61%, occurring on Mar 9, 2009. Recovery took 522 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 -5.76%. The current SPY drawdown is -3.18%.
| Rank | IYK | SPY |
|---|---|---|
| #1 | -39.61% Dec 10, 2007 - Jan 6, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -33.19% Feb 20, 2020 - Jul 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.37% May 2, 2002 - Nov 3, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.50% Jan 24, 2018 - Mar 29, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.22% Jul 7, 2011 - Dec 23, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.13% Apr 21, 2022 - Nov 30, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.57% Feb 12, 2001 - Aug 24, 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 | -10.49% Jul 28, 2023 - Jan 2, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.04% Aug 5, 2015 - Oct 16, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.82% Apr 22, 2010 - Sep 15, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.21% Jun 30, 2004 - Dec 2, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.05% Feb 8, 2021 - Apr 6, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.02% Sep 5, 2001 - Nov 6, 2001 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYK and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
IYK vs SPY dividend yield comparison.
| Year | IYK | SPY |
|---|---|---|
| 2026 | 1.04% | 0.50% |
| 2025 | 2.75% | 1.07% |
| 2024 | 2.63% | 1.21% |
| 2023 | 8.23% | 1.40% |
| 2022 | 6.49% | 1.65% |
| 2021 | 4.46% | 1.20% |
| 2020 | 4.26% | 1.52% |
| 2019 | 6.63% | 1.75% |
| 2018 | 8.43% | 2.04% |
| 2017 | 5.21% | 1.80% |
| 2016 | 7.88% | 2.03% |
| 2015 | 6.34% | 2.06% |
| 2014 | 5.47% | 1.87% |
| 2013 | 5.52% | 1.81% |
| 2012 | 6.71% | 2.18% |
| 2011 | 6.32% | 2.05% |
| 2010 | 6.45% | 1.80% |
| 2009 | 7.24% | 1.95% |
| 2008 | 7.49% | 3.02% |
| 2007 | 5.58% | 1.85% |
| 2006 | 5.65% | 1.73% |
| 2005 | 4.85% | 1.73% |
| 2004 | 4.09% | 1.82% |
| 2003 | 4.16% | 1.47% |
| 2002 | 4.46% | 1.70% |
| 2001 | 3.60% | 1.25% |
| 2000 | 1.73% | 1.15% |
| 1999 | 0.00% | 0.24% |
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