- ISIN
- US4642875805
- CUSIP
- 464287580
- Issuer
- iShares
- Inception Date
- Jun 28, 2000
- Region
- North America (U.S.)
- Category
- Consumer Discretionary Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Dow Jones U.S. Consumer Services Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $1B
Share Price Chart
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Performance
IYC Performance Chart
iShares U.S. Consumer Discretionary ETF (IYC) is down 3.2% since the beginning of the year. IYC is currently trading at $100 per share. Investors who bought $1,000 worth of IYC shares 5 years ago would now be looking at an investment worth $1,333.
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Returns By Period
iShares U.S. Consumer Discretionary ETF (IYC) has returned -3.16% so far this year and 4.43% over the past 12 months. Over the last ten years, IYC has returned 11.83% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares U.S. Consumer Discretionary ETF
- 1D
- -1.71%
- 1M
- -2.38%
- YTD
- -3.16%
- 6M
- -4.48%
- 1Y
- 4.43%
- 3Y*
- 13.60%
- 5Y*
- 5.92%
- 10Y*
- 11.83%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IYC Monthly Returns History
Based on dividend-adjusted daily data since Jun 28, 2000, IYC's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +15.6%, while the worst month was Oct 2008 at -16.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IYC closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -11.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.68% | -0.64% | -5.94% | 6.15% | -0.14% | -2.91% | -3.16% | ||||||
| 2025 | 4.61% | -4.17% | -8.21% | 1.40% | 7.95% | 3.21% | 0.34% | 3.47% | 1.44% | -1.53% | -0.52% | 0.56% | 7.85% |
| 2024 | -1.29% | 8.18% | 1.46% | -5.20% | 2.03% | 2.64% | 1.05% | 1.92% | 5.21% | -0.81% | 11.99% | -1.49% | 27.54% |
| 2023 | 14.19% | -2.66% | 2.41% | -0.45% | 0.25% | 10.39% | 2.63% | -2.85% | -5.47% | -3.47% | 10.27% | 6.54% | 34.03% |
| 2022 | -9.69% | -3.02% | 2.12% | -11.17% | -4.59% | -10.65% | 15.46% | -2.87% | -8.37% | 5.33% | 3.20% | -9.82% | -31.78% |
| 2021 | -2.21% | 4.82% | 3.68% | 4.24% | -1.68% | 1.32% | 0.64% | 2.05% | -2.87% | 8.54% | -1.19% | 1.37% | 19.65% |
Benchmark Metrics
iShares U.S. Consumer Discretionary ETF has an annualized alpha of 2.40%, beta of 0.95, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since June 28, 2000.
- This ETF captured 108.93% of S&P 500 Index gains but only 99.94% of its losses - a favorable profile for investors.
- This ETF generated an annualized alpha of 2.40% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.95 and R2 of 0.81, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.40%
- Beta
- 0.95
- R²
- 0.81
- Upside Capture
- 108.93%
- Downside Capture
- 99.94%
Expense Ratio
IYC has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IYC ranks 12 for risk / return — in the bottom 12% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares U.S. Consumer Discretionary ETF (IYC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IYC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -2.22 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.37 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 2.78 | -2.41 |
| Martin ratioReturn relative to average drawdown | 1.07 | 12.44 | -11.37 |
Dividends
Dividend History
iShares U.S. Consumer Discretionary ETF provided a 0.51% dividend yield over the last twelve months, with an annual payout of $0.51 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.51 | $0.53 | $0.45 | $0.52 | $0.39 | $0.32 | $0.46 | $0.51 | $0.41 | $0.41 | $0.41 | $0.37 |
Dividend yield | 0.51% | 0.51% | 0.47% | 0.68% | 0.68% | 0.39% | 0.65% | 0.89% | 0.90% | 0.92% | 1.10% | 1.03% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Consumer Discretionary ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.27 | ||||||
| 2025 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.11 | $0.53 |
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.10 | $0.45 |
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.52 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.39 |
| 2021 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.04 | $0.32 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Consumer Discretionary 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 U.S. Consumer Discretionary ETF was 53.10%, occurring on Mar 9, 2009. Recovery took 483 trading sessions.
The current iShares U.S. Consumer Discretionary ETF drawdown is 6.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.10%Mar 2009 | 1y 9mo | 1y 11mo | 3y 8moJun 2007 - Feb 2011 |
2003 bear market2003 | -41.37%Mar 2003 | 1y 9mo | 3y 6mo | 5y 4moMay 2001 - Oct 2006 |
Bear market2022 | -35.90%Jun 2022 | 7mo 10d | 2y 3mo | 2y 10moNov 2021 - Sep 2024 |
COVID crash2020 | -33.31%Mar 2020 | 1mo 2d | 4mo 14d | 5mo 16dFeb 2020 - Aug 2020 |
2025 selloff2025 | -21.62%Apr 2025 | 2mo | 3mo 7d | 5mo 7dFeb 2025 - Jul 2025 |
Drawdown Indicators
| IYC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -56.78% | +3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.97% | -9.10% | -2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -21.62% | -18.90% | -2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -35.90% | -25.43% | -10.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.90% | -33.92% | -1.98% |
Current DrawdownCurrent decline from peak | -6.81% | -1.80% | -5.01% |
Average DrawdownAverage peak-to-trough decline | -9.94% | -10.71% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.03% | +2.12% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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