IYC vs. IOO
Compare and contrast key facts about iShares US Consumer Services ETF (IYC) and iShares Global 100 ETF (IOO).
IYC and IOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYC is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Consumer Services Index. It was launched on Jun 28, 2000. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both IYC and IOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYC or IOO.
Correlation
The correlation between IYC and IOO is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IYC vs. IOO - Performance Comparison
Key characteristics
IYC:
2.20
IOO:
2.00
IYC:
2.92
IOO:
2.64
IYC:
1.38
IOO:
1.36
IYC:
2.54
IOO:
2.57
IYC:
11.38
IOO:
10.27
IYC:
2.93%
IOO:
2.78%
IYC:
15.17%
IOO:
14.22%
IYC:
-53.10%
IOO:
-55.85%
IYC:
-3.19%
IOO:
-1.63%
Returns By Period
In the year-to-date period, IYC achieves a 1.89% return, which is significantly higher than IOO's 0.98% return. Over the past 10 years, IYC has underperformed IOO with an annualized return of 11.99%, while IOO has yielded a comparatively higher 12.63% annualized return.
IYC
1.89%
0.02%
18.52%
31.28%
11.79%
11.99%
IOO
0.98%
0.37%
4.51%
25.40%
14.75%
12.63%
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IYC vs. IOO - Expense Ratio Comparison
IYC has a 0.42% expense ratio, which is higher than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
IYC vs. IOO — Risk-Adjusted Performance Rank
IYC
IOO
IYC vs. IOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Consumer Services ETF (IYC) and iShares Global 100 ETF (IOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IYC vs. IOO - Dividend Comparison
IYC's dividend yield for the trailing twelve months is around 0.46%, less than IOO's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYC iShares US Consumer Services ETF | 0.46% | 0.47% | 0.68% | 0.68% | 0.39% | 0.65% | 0.89% | 0.90% | 0.92% | 1.10% | 1.03% | 0.78% |
IOO iShares Global 100 ETF | 1.07% | 1.08% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% |
Drawdowns
IYC vs. IOO - Drawdown Comparison
The maximum IYC drawdown since its inception was -53.10%, roughly equal to the maximum IOO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for IYC and IOO. For additional features, visit the drawdowns tool.
Volatility
IYC vs. IOO - Volatility Comparison
iShares US Consumer Services ETF (IYC) has a higher volatility of 5.67% compared to iShares Global 100 ETF (IOO) at 5.09%. This indicates that IYC's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.