IYK vs VTEI
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTEI, ETF).
IYK vs VTEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.30B
VTEI
$1.30B
Expense Ratio
IYK
0.38%
Winner
VTEI
0.08%
Max Drawdown
IYK
44.10%
Winner
VTEI
4.79%
Sharpe Ratio
IYK
0.07
Winner
VTEI
0.92
5Y Beta
IYK
0.14
Winner
VTEI
0.02
P/E Ratio
IYK
25.89
VTEI
N/A
Forward P/E
IYK
17.51
VTEI
N/A
PEG Ratio
IYK
0.79
VTEI
N/A
5Y Dividends CAGR
IYK
21.53%
VTEI
N/A
5Y EPS CAGR
IYK
7.04%
VTEI
N/A
Debt to Equity
IYK
121.14%
VTEI
N/A
P/S Ratio
IYK
0.95
VTEI
N/A
P/B Ratio
IYK
4.55
VTEI
N/A
IYK vs VTEI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
+0.92%
VTEI
+0.39%
3M
IYK
-3.94%
Winner
VTEI
-0.54%
6M
Winner
IYK
+7.45%
VTEI
+1.40%
1Y
IYK
+4.23%
Winner
VTEI
+6.00%
5Y(CAGR)
IYK
+5.61%
VTEI
N/A
10Y(CAGR)
IYK
+9.07%
VTEI
N/A
Max(CAGR)
Winner
IYK
+8.75%
VTEI
+3.05%
IYK vs VTEI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | VTEI |
|---|---|---|
| 2026 | +7.41% | +0.75% |
| 2025 | +5.25% | +4.48% |
| 2024 | +3.60% | +1.55% |
| 2023 | -2.33% | N/A |
| 2022 | +3.53% | N/A |
| 2021 | +18.27% | N/A |
| 2020 | +32.97% | N/A |
| 2019 | +28.40% | N/A |
| 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 VTEI Drawdown Comparison
The maximum drawdown for IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 722 trading sessions.
The maximum drawdown for VTEI was -3.64%, occurring on Apr 10, 2025. Recovery took 128 trading sessions.
The current IYK drawdown is -7.71%. The current VTEI drawdown is -1.16%.
| Rank | IYK | VTEI |
|---|---|---|
| #1 | -42.63% Dec 10, 2007 - Oct 22, 2010 | -3.64% Mar 3, 2025 - Sep 4, 2025 |
| #2 | -33.19% Feb 20, 2020 - Jul 27, 2020 | -2.61% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -24.53% May 2, 2002 - Dec 22, 2003 | -2.06% Feb 1, 2024 - Jul 12, 2024 |
| #4 | -19.69% Jan 24, 2018 - Jul 29, 2019 | -1.87% Oct 2, 2024 - Dec 4, 2024 |
| #5 | -15.04% Apr 21, 2022 - May 10, 2024 | -1.80% Dec 4, 2024 - Feb 25, 2025 |
| #6 | -13.22% Jul 7, 2011 - Jan 25, 2012 | -0.69% Aug 5, 2024 - Aug 23, 2024 |
| #7 | -12.81% Feb 12, 2001 - Dec 19, 2001 | -0.36% Nov 11, 2025 - Nov 28, 2025 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -0.35% Sep 23, 2025 - Oct 10, 2025 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -0.26% Aug 23, 2024 - Sep 5, 2024 |
| #10 | -10.21% Jun 23, 2004 - Dec 9, 2004 | -0.21% Nov 28, 2025 - Dec 22, 2025 |
| #11 | -10.04% Aug 5, 2015 - Oct 19, 2015 | -0.20% Jan 15, 2026 - Jan 27, 2026 |
| #12 | -9.05% Feb 8, 2021 - Apr 12, 2021 | -0.19% Jul 12, 2024 - Jul 30, 2024 |
| #13 | -8.47% Oct 22, 2015 - Mar 4, 2016 | -0.18% Oct 22, 2025 - Nov 11, 2025 |
| #14 | -8.13% Jul 20, 2000 - Nov 1, 2000 | -0.14% Sep 17, 2024 - Sep 27, 2024 |
| #15 | -7.87% Apr 3, 2025 - Jan 30, 2026 | -0.12% Feb 26, 2025 - Feb 28, 2025 |
Correlation
Correlation between IYK and VTEI is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2000 - 2026)
IYK vs VTEI dividend yield comparison.
| Year | IYK | VTEI |
|---|---|---|
| 2026 | 0.47% | 1.03% |
| 2025 | 2.75% | 3.00% |
| 2024 | 2.63% | 2.65% |
| 2023 | 2.74% | 0.00% |
| 2022 | 2.16% | 0.00% |
| 2021 | 1.49% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 2.21% | 0.00% |
| 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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