iShares Evolved U.S. Discretionary Spending ETF (IEDI)

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The chart shows the growth of an initial investment of $10,000 in iShares Evolved U.S. Discretionary Spending ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares Evolved U.S. Discretionary Spending ETF (IEDI) has returned -1.55% so far this year and 6.91% over the past 12 months.

Based on dividend-adjusted daily data since Mar 23, 2018, IEDI's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, your investment would double in approximately 5.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +15.8%, while the worst month was Mar 2020 at -12.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, IEDI closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +8.2%, while the worst single day was Mar 16, 2020 at -11.9%.

iShares Evolved U.S. Discretionary Spending ETF has an annualized alpha of 1.40%, beta of 0.88, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since March 26, 2018.

• With beta of 0.88 and R² of 0.78, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IEDI has an expense ratio of 0.18%, which is considered low.

IEDI ranks 26 for risk / return — below 26% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for iShares Evolved U.S. Discretionary Spending ETF (IEDI) and compare them to a chosen benchmark (S&P 500 Index).

iShares Evolved U.S. Discretionary Spending ETF provided a 0.98% dividend yield over the last twelve months, with an annual payout of $0.53 per share.

The table displays the monthly dividend distributions for iShares Evolved U.S. Discretionary Spending ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares Evolved U.S. Discretionary Spending ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Evolved U.S. Discretionary Spending ETF was 30.60%, occurring on Mar 20, 2020. Recovery took 73 trading sessions.

The current iShares Evolved U.S. Discretionary Spending ETF drawdown is 7.31%.

The chart below shows the rolling one-month volatility.