- ISIN
- US4642878122
- CUSIP
- 464287812
- Issuer
- iShares
- Inception Date
- Jun 12, 2000
- Region
- North America (U.S.)
- Category
- Consumer Staples Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Dow Jones U.S. Consumer Goods Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $1B
Share Price Chart
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Performance
IYK Performance Chart
iShares U.S. Consumer Goods ETF (IYK) is up 7.3% since the beginning of the year. IYK is currently trading at $71 per share. Investors who bought $1,000 worth of IYK shares 5 years ago would now be looking at an investment worth $1,346.
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Returns By Period
iShares U.S. Consumer Goods ETF (IYK) has returned 7.31% so far this year and 4.22% over the past 12 months. Over the last ten years, IYK has returned 9.22% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares U.S. Consumer Goods ETF
- 1D
- -0.68%
- 1M
- -1.92%
- YTD
- 7.31%
- 6M
- 7.00%
- 1Y
- 4.22%
- 3Y*
- 5.03%
- 5Y*
- 6.13%
- 10Y*
- 9.22%
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%
IYK Monthly Returns History
Based on dividend-adjusted daily data since Jun 16, 2000, IYK's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.8%, while the worst month was Oct 2008 at -15.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IYK closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +8.9%, while the worst single day was Mar 12, 2020 at -10.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.80% | 8.63% | -9.38% | 2.48% | -0.92% | 0.53% | 7.31% | ||||||
| 2025 | 1.17% | 6.63% | 1.56% | -0.68% | 0.84% | -1.10% | -2.84% | 2.72% | -2.13% | -2.32% | 3.91% | -2.60% | 4.78% |
| 2024 | 0.88% | 1.20% | 4.11% | -1.11% | -0.01% | -1.08% | 3.27% | 4.26% | 0.42% | -3.19% | 3.81% | -6.80% | 5.27% |
| 2023 | -2.27% | -2.54% | 3.61% | 3.96% | -5.87% | 3.27% | 1.99% | -3.82% | -4.18% | -1.59% | 3.76% | 1.51% | -2.84% |
| 2022 | 0.81% | -1.14% | 0.83% | 2.98% | -1.77% | -3.43% | 2.00% | -0.96% | -8.05% | 9.81% | 5.47% | -1.94% | 3.57% |
| 2021 | -0.70% | -2.38% | 5.60% | 2.79% | -0.12% | 1.48% | 1.36% | 0.09% | -3.32% | 2.87% | -2.12% | 11.39% | 17.32% |
Benchmark Metrics
iShares U.S. Consumer Goods ETF has an annualized alpha of 4.56%, beta of 0.62, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since June 16, 2000.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (68.83%) than losses (56.84%) - typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 4.56% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.62 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 4.56%
- Beta
- 0.62
- R²
- 0.59
- Upside Capture
- 68.83%
- Downside Capture
- 56.84%
Expense Ratio
IYK has an expense ratio of 0.42%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IYK 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 Goods ETF (IYK) 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.
| IYK | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.37 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.78 | -2.39 |
| Martin ratioReturn relative to average drawdown | 0.81 | 12.44 | -11.63 |
Dividends
Dividend History
iShares U.S. Consumer Goods ETF provided a 2.67% dividend yield over the last twelve months, with an annual payout of $1.90 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.90 | $1.84 | $1.72 | $1.75 | $1.46 | $0.99 | $0.82 | $0.98 | $1.00 | $0.73 | $0.97 | $0.76 |
Dividend yield | 2.67% | 2.75% | 2.63% | 2.74% | 2.16% | 1.49% | 1.42% | 2.21% | 2.81% | 1.74% | 2.63% | 2.11% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Consumer Goods 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 | $0.34 | $0.00 | $0.00 | $0.42 | $0.75 | ||||||
| 2025 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.70 | $1.84 |
| 2024 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $1.72 |
| 2023 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.53 | $1.75 |
| 2022 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.49 | $1.46 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.39 | $0.99 |
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 Goods 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 Goods ETF was 42.64%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.
The current iShares U.S. Consumer Goods ETF drawdown is 7.50%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -42.64%Mar 2009 | 1y 2mo | 1y 7mo | 2y 10moDec 2007 - Oct 2010 |
COVID crash2020 | -33.19%Mar 2020 | 1mo 1d | 4mo 1d | 5mo 2dFeb 2020 - Jul 2020 |
2003 bear market2003 | -24.52%Mar 2003 | 10mo 11d | 9mo 17d | 1y 7moMay 2002 - Dec 2003 |
Rate-hike selloffLate 2018 | -19.70%Dec 2018 | 11mo 3d | 7mo 7d | 1y 6moJan 2018 - Jul 2019 |
Bear market2022 | -15.05%Oct 2022 | 5mo 18d | 1y 7mo | 2y 19dApr 2022 - May 2024 |
Drawdown Indicators
| IYK | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.64% | -56.78% | +14.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -9.10% | -1.58% |
Max Drawdown (3Y)Largest decline over 3 years | -12.14% | -18.90% | +6.76% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | -25.43% | +10.38% |
Max Drawdown (10Y)Largest decline over 10 years | -33.19% | -33.92% | +0.73% |
Current DrawdownCurrent decline from peak | -7.50% | -1.80% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -10.71% | +5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 2.03% | +3.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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