RWK vs IYC
Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF).
5-Year PerformanceRWK has outperformed IYC, delivering a return of +11.3% compared to +6.7%
RWK vs IYC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWK
$1.20B
IYC
$1.20B
Expense Ratio
RWK
0.39%
Winner
IYC
0.38%
Max Drawdown
RWK
56.86%
Winner
IYC
54.01%
Sharpe Ratio
Winner
RWK
1.39
IYC
0.13
5Y Beta
Winner
RWK
0.97
IYC
0.99
P/E Ratio
Winner
RWK
25.69
IYC
27.88
Forward P/E
Winner
RWK
13.43
IYC
22.67
PEG Ratio
RWK
N/A
IYC
0.65
5Y Dividends CAGR
Winner
RWK
18.52%
IYC
5.17%
5Y EPS CAGR
RWK
12.25%
Winner
IYC
14.99%
Debt to Equity
RWK
17.69%
Winner
IYC
-143.93%
P/S Ratio
Winner
RWK
0.49
IYC
1.88
P/B Ratio
Winner
RWK
2.25
IYC
5.93
RWK vs IYC - Holdings Comparison
RWK and IYC have 45 common holdings. Overlap is 3.90%
RWK's top 25 holdings weight is 34.51%. IYC's top 25 holdings weight is 70.56%.
| Rank | RWK | IYC |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 4.07% | AMAZON.COM INC (AMZN) - 14.15% |
| #2 | PERFORMANCE FOOD GROUP CO (PFGC) - 2.82% | TESLA INC (TSLA) - 8.08% |
| #3 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.72% | COSTCO WHOLESALE CORP (COST) - 4.34% |
| #4 | AMERICAN AIRLINES GROUP INC (AAL) - 2.63% | WALMART INC (WMT) - 4.17% |
| #5 | FLEX LTD (FLEX) - 2.35% | NETFLIX INC (NFLX) - 4.14% |
| #6 | ARROW ELECTRONICS INC (ARW) - 1.80% | THE HOME DEPOT INC (HD) - 3.91% |
| #7 | LITHIA MOTORS INC CLASS A (LAD) - 1.64% | MCDONALD'S CORP (MCD) - 3.39% |
| #8 | US FOODS HOLDING CORP (USFD) - 1.45% | THE WALT DISNEY CO (DIS) - 3.08% |
| #9 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.39% | TJX COMPANIES INC (TJX) - 2.98% |
| #10 | HF SINCLAIR CORP (DINO) - 1.25% | UBER TECHNOLOGIES INC (UBER) - 2.43% |
| #11 | AVNET INC (AVT) - 1.24% | BOOKING HOLDINGS INC (BKNG) - 2.20% |
| #12 | WESCO INTERNATIONAL INC (WCC) - 1.19% | LOWE'S COMPANIES INC (LOW) - 2.03% |
| #13 | MACY'S INC (M) - 1.09% | STARBUCKS CORP (SBUX) - 1.97% |
| #14 | AUTONATION INC (AN) - 1.07% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38% |
| #15 | PBF ENERGY INC CLASS A (PBF) - 1.06% | SPOTIFY TECHNOLOGY SA (SPOT) - 1.34% |
| #16 | LEAR CORP (LEA) - 1.06% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.30% |
| #17 | JONES LANG LASALLE INC (JLL) - 1.04% | ROSS STORES INC (ROST) - 1.26% |
| #18 | CLEVELAND-CLIFFS INC (CLF) - 0.96% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23% |
| #19 | ARAMARK (ARMK) - 0.96% | GENERAL MOTORS CO (GM) - 1.20% |
| #20 | MURPHY USA INC (MUSA) - 0.91% | ROYAL CARIBBEAN GROUP (RCL) - 1.09% |
| #21 | SPROUTS FARMERS MARKET INC (SFM) - 0.37% | n/a (WBD) - 1.06% |
| #22 | TAYLOR MORRISON HOME CORP (TMHC) - 0.37% | FORD MOTOR CO (F) - 0.98% |
| #23 | NOV INC (NOV) - 0.36% | TARGET CORP (TGT) - 0.96% |
| #24 | XPO INC (XPO) - 0.36% | AUTOZONE INC (AZO) - 0.96% |
| #25 | THOR INDUSTRIES INC (THO) - 0.35% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93% |
| Total Holdings | 361 | 170 |
RWK vs IYC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWK
+7.29%
IYC
+2.36%
3M
Winner
RWK
+15.56%
IYC
+3.71%
6M
Winner
RWK
+13.69%
IYC
-1.50%
1Y
Winner
RWK
+28.69%
IYC
+6.36%
5Y(CAGR)
Winner
RWK
+11.34%
IYC
+6.75%
10Y(CAGR)
Winner
RWK
+13.15%
IYC
+11.94%
Max(CAGR)
Winner
RWK
+11.50%
IYC
+8.52%
RWK vs IYC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RWK | IYC |
|---|---|---|
| 2026 | +14.24% | +0.10% |
| 2025 | +10.81% | +8.59% |
| 2024 | +12.34% | +28.89% |
| 2023 | +24.64% | +34.49% |
| 2022 | -8.33% | -32.81% |
| 2021 | +37.09% | +21.63% |
| 2020 | +10.96% | +23.36% |
| 2019 | +27.67% | +26.50% |
| 2018 | -15.60% | +0.42% |
| 2017 | +12.47% | +19.48% |
| 2016 | +22.86% | +7.50% |
| 2015 | -5.22% | +6.90% |
| 2014 | +10.62% | +14.72% |
| 2013 | +37.24% | +37.93% |
| 2012 | +14.53% | +22.52% |
| 2011 | -2.71% | +5.73% |
| 2010 | +21.37% | +22.30% |
| 2009 | +47.01% | +28.24% |
| 2008 | -34.94% | -29.20% |
| 2007 | N/A | -8.27% |
| 2006 | N/A | +13.25% |
| 2005 | N/A | -1.79% |
| 2004 | N/A | +11.53% |
| 2003 | N/A | +28.54% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | +2.65% |
| 2000 | N/A | -6.22% |
RWK vs IYC Drawdown Comparison
The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current RWK drawdown is -0.19%. The current IYC drawdown is -4.09%.
| Rank | RWK | IYC |
|---|---|---|
| #1 | -56.48% Jun 5, 2008 - Mar 23, 2010 | -53.10% Jun 4, 2007 - Feb 4, 2011 |
| #2 | -46.19% Jan 16, 2020 - Nov 16, 2020 | -41.37% May 22, 2001 - Oct 4, 2006 |
| #3 | -28.25% Apr 28, 2011 - Feb 23, 2012 | -35.89% Nov 5, 2021 - Sep 17, 2024 |
| #4 | -25.24% Aug 29, 2018 - Dec 12, 2019 | -33.31% Feb 19, 2020 - Aug 4, 2020 |
| #5 | -24.59% Nov 25, 2024 - Aug 27, 2025 | -21.62% Feb 6, 2025 - Jul 14, 2025 |
| #6 | -22.05% Nov 16, 2021 - Jan 31, 2023 | -20.49% Sep 27, 2018 - Apr 12, 2019 |
| #7 | -22.00% Jun 23, 2015 - Aug 15, 2016 | -18.96% Jul 14, 2000 - May 21, 2001 |
| #8 | -20.17% Apr 23, 2010 - Dec 2, 2010 | -17.91% Jul 7, 2011 - Jan 19, 2012 |
| #9 | -13.54% Mar 15, 2012 - Dec 18, 2012 | -14.99% Aug 4, 2015 - Jul 12, 2016 |
| #10 | -13.24% Feb 2, 2023 - Jul 11, 2023 | -11.97% Jan 13, 2026 - Mar 27, 2026 |
| #11 | -13.10% Aug 1, 2023 - Dec 13, 2023 | -10.26% Jan 29, 2018 - Jun 14, 2018 |
| #12 | -12.51% Sep 2, 2014 - Nov 24, 2014 | -8.25% Sep 16, 2025 - Jan 8, 2026 |
| #13 | -11.14% Feb 6, 2026 - Apr 17, 2026 | -7.72% Sep 5, 2014 - Nov 6, 2014 |
| #14 | -10.83% Feb 26, 2008 - Apr 30, 2008 | -7.62% Jul 15, 2019 - Nov 27, 2019 |
| #15 | -10.68% Jan 22, 2018 - Aug 6, 2018 | -7.40% Oct 13, 2020 - Nov 9, 2020 |
Correlation
Correlation between RWK and IYC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
RWK vs IYC dividend yield comparison.
| Year | RWK | IYC |
|---|---|---|
| 2026 | 0.28% | 0.26% |
| 2025 | 1.25% | 0.51% |
| 2024 | 1.11% | 0.47% |
| 2023 | 1.05% | 0.68% |
| 2022 | 1.18% | 0.68% |
| 2021 | 0.85% | 0.39% |
| 2020 | 0.96% | 0.65% |
| 2019 | 1.09% | 0.89% |
| 2018 | 1.22% | 0.90% |
| 2017 | 0.99% | 0.92% |
| 2016 | 1.30% | 1.10% |
| 2015 | 0.92% | 1.03% |
| 2014 | 1.04% | 0.79% |
| 2013 | 1.29% | 0.79% |
| 2012 | 1.32% | 1.52% |
| 2011 | 3.10% | 1.10% |
| 2010 | 0.57% | 0.99% |
| 2009 | 0.63% | 1.06% |
| 2008 | 1.07% | 1.61% |
| 2007 | 0.00% | 0.70% |
| 2006 | 0.00% | 0.60% |
| 2005 | 0.00% | 0.25% |
| 2004 | 0.00% | 0.23% |
| 2003 | 0.00% | 0.21% |
| 2002 | 0.00% | 0.08% |
| 2001 | 0.00% | 0.12% |
| 2000 | 0.00% | 0.47% |
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