IYC vs. TRUD

Last updated Jun 24, 2026

IYC (iShares U.S. Consumer Discretionary ETF) and TRUD (VanEck Consumer Discretionary TruSector ETF) are both Consumer Discretionary Equities funds. IYC is passively managed, while TRUD is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. IYC charges 0.38%/yr vs 0.16%/yr for TRUD.

Performance

IYC vs. TRUD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Consumer Discretionary ETF (IYC) and VanEck Consumer Discretionary TruSector ETF (TRUD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IYC achieves a -3.42% return, which is significantly higher than TRUD's -3.87% return.

IYC

• 1D: -0.27%
• 1M: -2.64%
• YTD: -3.42%
• 6M: -4.50%
• 1Y: 2.57%
• 3Y*: 13.50%
• 5Y*: 5.77%
• 10Y*: 11.80%

TRUD

• 1D: -0.80%
• 1M: -6.30%
• YTD: -3.87%
• 6M: -5.99%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IYC vs. TRUD - Yearly Performance Comparison

	2026 (YTD)	2025
IYC iShares U.S. Consumer Discretionary ETF	-3.42%	0.96%
TRUD VanEck Consumer Discretionary TruSector ETF	-3.87%	6.58%

Correlation

The correlation between IYC and TRUD is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 21, 2025	0.90

IYC vs. TRUD - Sectors Allocation Comparison

Sectors	IYC	TRUD
Consumer Cyclical	67.8%	47.6%
Communication Services	13.4%	0.3%
Consumer Defensive	11.2%	-
Technology	3.8%	0.2%
Industrials	3.6%	0.0%
Energy	0.1%	-
Basic Materials	-	-
Financial Services	-	52.0%
Healthcare	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

IYC vs. TRUD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IYC

IYC Risk / Return Rank: 11
IYC Sharpe Ratio Rank: 11
IYC Sortino Ratio Rank: 10
IYC Omega Ratio Rank: 10
IYC Calmar Ratio Rank: 11
IYC Martin Ratio Rank: 11

TRUD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IYC vs. TRUD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Discretionary ETF (IYC) and VanEck Consumer Discretionary TruSector ETF (TRUD). 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.

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	TRUD	Difference
Sharpe ratio: Return per unit of total volatility	0.18	—	—
Sortino ratio: Return per unit of downside risk	0.36	—	—
Omega ratio: Gain probability vs. loss probability	1.04	—	—
Calmar ratio: Return relative to maximum drawdown	0.22	—	—
Martin ratio: Return relative to average drawdown	0.62	—	—

Drawdowns

IYC vs. TRUD - Drawdown Comparison

The maximum IYC drawdown since its inception was -53.10%, which is greater than TRUD's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for IYC and TRUD.

Drawdown Indicators

	IYC	TRUD	Difference
Max Drawdown Largest peak-to-trough decline	-53.10%	-15.96%	-37.14%
Max Drawdown (1Y) Largest decline over 1 year	-11.97%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-21.62%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-35.90%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.90%	—	—
Current Drawdown Current decline from peak	-7.07%	-8.61%	+1.54%
Average Drawdown Average peak-to-trough decline	-9.94%	-4.44%	-5.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.17%	—	—

Volatility

Volatility by Period

	IYC	TRUD	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.93%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.18%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.65%	21.04%	-6.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.80%	21.04%	-0.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.91%	21.04%	-1.13%

IYC vs. TRUD - Expense Ratio Comparison

IYC has a 0.38% expense ratio, which is higher than TRUD's 0.16% expense ratio.

Dividends

IYC vs. TRUD - Dividend Comparison

IYC's dividend yield for the trailing twelve months is around 0.52%, more than TRUD's 0.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IYC iShares U.S. Consumer Discretionary ETF	0.52%	0.51%	0.47%	0.68%	0.68%	0.39%	0.65%	0.89%	0.90%	0.92%	1.10%	1.03%
TRUD VanEck Consumer Discretionary TruSector ETF	0.35%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IYC and TRUD in my portfolio?

With a correlation of 0.90, IYC and TRUD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, IYC or TRUD?

On fees, TRUD is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IYC or TRUD?

TRUD is cheaper with a 0.16% expense ratio, compared with 0.38% for IYC.

Which ETF pays a higher dividend yield, IYC or TRUD?

IYC has the higher dividend yield at 0.52%, compared with 0.35% for TRUD.

What is the main difference between IYC and TRUD?

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.38% for IYC and 0.16% for TRUD.