PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IYC vs. TRUD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IYC vs. TRUD

Last updated Aug 2, 2026
Documentation

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 0.89 means they have usually moved in the same direction. 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.

Loading charts...

Returns By Period

In the year-to-date period, IYC achieves a -1.67% return, which is significantly lower than TRUD's 0.20% return.

IYC

1D
1.51%
1M
-0.91%
6M
-2.33%
YTD
-1.67%
1Y
3.59%
3Y*
12.46%
5Y*
5.91%
10Y*
11.41%
ALL TIME*
8.42%

TRUD

1D
6.17%
1M
0.84%
6M
-1.50%
YTD
0.20%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

IYC

iShares U.S. Consumer Discretionary ETF
$10.52M$10.35M$12.04M

TRUD

VanEck Consumer Discretionary TruSector ETF
$4.45M$2.54M$1.74M

IYC vs. TRUD - Yearly Performance Comparison

2026 (YTD)2025
IYC
iShares U.S. Consumer Discretionary ETF		-1.67%0.96%
TRUD
VanEck Consumer Discretionary TruSector ETF		0.20%6.58%

Correlation

The correlation between IYC and TRUD is 0.89, meaning they have usually moved in the same direction, including during past declines.

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

0.89

IYC vs. TRUD - Sectors Allocation Comparison

Sectors
IYC
TRUD

Consumer Cyclical

66.8%
37.9%

Consumer Defensive

11.5%

-

Communication Services

10.6%
0.1%

Technology

7.0%
0.1%

Industrials

3.9%
0.0%

Energy

0.1%

-

Basic Materials

-

-

Financial Services

-

61.9%

Healthcare

-

-

Real Estate

-

-

Utilities

-

-

Consumer Cyclical

IYC
66.8%
TRUD
37.9%

Consumer Defensive

IYC
11.5%
TRUD

-

Communication Services

IYC
10.6%
TRUD
0.1%

Technology

IYC
7.0%
TRUD
0.1%

Industrials

IYC
3.9%
TRUD
0.0%

Energy

IYC
0.1%
TRUD

-

Basic Materials

IYC

-

TRUD

-

Financial Services

IYC

-

TRUD
61.9%

Healthcare

IYC

-

TRUD

-

Real Estate

IYC

-

TRUD

-

Utilities

IYC

-

TRUD

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares U.S. Consumer Discretionary ETF

VanEck Consumer Discretionary TruSector ETF

Often compared with IYC:
IYC vs. XLYIYC vs. FDISIYC vs. VDCIYC vs. ONLNIYC vs. IOOIYC vs. SCHDIYC vs. IEDI
Often compared with TRUD:
TRUD vs. GXPDTRUD vs. TMHTRUD vs. XLYTRUD vs. MOATTRUD vs. RKNGTRUD vs. DVXYTRUD vs. ISHP

Return for Risk

IYC vs. TRUD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
IYC
IYC Risk / Return Rank: 1313
Overall Rank
IYC Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
IYC Sortino Ratio Rank: 1313
Sortino Ratio Rank
IYC Omega Ratio Rank: 1212
Omega Ratio Rank
IYC Calmar Ratio Rank: 1313
Calmar Ratio Rank
IYC Martin Ratio Rank: 1414
Martin Ratio Rank
TRUD

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

IYCTRUDDifference
Sharpe ratioReturn per unit of total volatility
0.11

—

—

Sortino ratioReturn per unit of downside risk
0.26

—

—

Omega ratioGain probability vs. loss probability

1.03

—

—

Calmar ratioReturn relative to maximum drawdown

0.14

—

—

Martin ratioReturn relative to average drawdown

0.36

—

—

IYC vs. TRUD - Sharpe Ratio Comparison

Loading charts...

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.

Loading charts...

Drawdown Indicators

IYCTRUDDifference

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

-5.38%

-4.73%

-0.65%

Average Drawdown

Average peak-to-trough decline

-9.93%

-4.76%

-5.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.64%

—

—

Volatility

IYC vs. TRUD - Volatility Comparison

Loading charts...

Volatility by Period

IYCTRUDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.93%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

15.28%

22.23%

-6.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.88%

22.23%

-1.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.95%

22.23%

-2.28%

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 0.51%, more than TRUD's 0.48% yield.

PositionTTM20252024202320222021202020192018201720162015
IYC
iShares U.S. Consumer Discretionary ETF		0.51%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		0.48%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

IYC and TRUD have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

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

IYC has the higher dividend yield at 0.51%, compared with 0.48% for TRUD.

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

Portfolio Optimizer

Find the right allocation for IYC and TRUD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer