IYC vs. MSFT
Compare and contrast key facts about iShares US Consumer Services ETF (IYC) and Microsoft Corporation (MSFT).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYC or MSFT.
Key characteristics
| IYC | MSFT | |
|---|---|---|
| YTD Return | 5.74% | 12.15% |
| 1Y Return | 22.45% | 32.96% |
| 3Y Return (Ann) | 2.63% | 21.17% |
| 5Y Return (Ann) | 9.37% | 28.06% |
| 10Y Return (Ann) | 11.41% | 28.72% |
| Sharpe Ratio | 1.65 | 1.65 |
| Daily Std Dev | 14.80% | 21.11% |
| Max Drawdown | -53.10% | -69.41% |
| Current Drawdown | -6.58% | -1.96% |
Correlation
The correlation between IYC and MSFT is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IYC vs. MSFT - Performance Comparison
In the year-to-date period, IYC achieves a 5.74% return, which is significantly lower than MSFT's 12.15% return. Over the past 10 years, IYC has underperformed MSFT with an annualized return of 11.41%, while MSFT has yielded a comparatively higher 28.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IYC vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Consumer Services ETF (IYC) and Microsoft Corporation (MSFT). 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. MSFT - Dividend Comparison
IYC's dividend yield for the trailing twelve months is around 0.62%, less than MSFT's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYC iShares US Consumer Services ETF | 0.62% | 0.68% | 0.68% | 0.39% | 0.65% | 0.89% | 0.90% | 0.92% | 1.10% | 1.03% | 0.79% | 0.79% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
Drawdowns
IYC vs. MSFT - Drawdown Comparison
The maximum IYC drawdown since its inception was -53.10%, smaller than the maximum MSFT drawdown of -69.41%. Use the drawdown chart below to compare losses from any high point for IYC and MSFT. For additional features, visit the drawdowns tool.
Volatility
IYC vs. MSFT - Volatility Comparison
The current volatility for iShares US Consumer Services ETF (IYC) is 3.92%, while Microsoft Corporation (MSFT) has a volatility of 6.53%. This indicates that IYC experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.