IYK vs. GXPS

Last updated Jun 5, 2026

IYK (iShares U.S. Consumer Goods ETF) and GXPS (Global X PureCap MSCI Consumer Staples ETF) are both Consumer Staples Equities funds - IYK tracks the Dow Jones U.S. Consumer Goods Index while GXPS tracks the MSCI USA Consumer Staples Index. Both are passively managed. Their correlation of 0.86 suggests significant overlap in exposure. IYK charges 0.42%/yr vs 0.25%/yr for GXPS.

Performance

IYK vs. GXPS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Consumer Goods ETF (IYK) and Global X PureCap MSCI Consumer Staples ETF (GXPS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IYK achieves a 5.46% return, which is significantly lower than GXPS's 6.95% return.

IYK

• 1D: -0.20%
• 1M: -1.64%
• YTD: 5.46%
• 6M: 5.91%
• 1Y: 1.90%
• 3Y*: 4.78%
• 5Y*: 5.51%
• 10Y*: 8.83%

GXPS

• 1D: -0.18%
• 1M: -3.77%
• YTD: 6.95%
• 6M: 6.56%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IYK vs. GXPS - Yearly Performance Comparison

	2026 (YTD)	2025
IYK iShares U.S. Consumer Goods ETF	5.46%	-3.49%
GXPS Global X PureCap MSCI Consumer Staples ETF	6.95%	-1.72%

Correlation

The correlation between IYK and GXPS is 0.86, 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 Jul 24, 2025	0.86

Return for Risk

IYK vs. GXPS — Risk / Return Rank

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

IYK

IYK Risk / Return Rank: 11
IYK Sharpe Ratio Rank: 12
IYK Sortino Ratio Rank: 11
IYK Omega Ratio Rank: 11
IYK Calmar Ratio Rank: 11
IYK Martin Ratio Rank: 11

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.

IYK vs. GXPS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Goods ETF (IYK) and Global X PureCap MSCI Consumer Staples ETF (GXPS). 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.

	IYK	GXPS	Difference
Sharpe ratio: Return per unit of total volatility	0.16	—	—
Sortino ratio: Return per unit of downside risk	0.30	—	—
Omega ratio: Gain probability vs. loss probability	1.04	—	—
Calmar ratio: Return relative to maximum drawdown	0.18	—	—
Martin ratio: Return relative to average drawdown	0.38	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	IYK	GXPS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.16	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.43	+0.14

Drawdowns

IYK vs. GXPS - Drawdown Comparison

The maximum IYK drawdown since its inception was -42.64%, which is greater than GXPS's maximum drawdown of -9.20%. Use the drawdown chart below to compare losses from any high point for IYK and GXPS.

Drawdown Indicators

	IYK	GXPS	Difference
Max Drawdown Largest peak-to-trough decline	-42.64%	-9.20%	-33.44%
Max Drawdown (1Y) Largest decline over 1 year	-10.68%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.14%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-15.05%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.19%	—	—
Current Drawdown Current decline from peak	-9.10%	-8.14%	-0.96%
Average Drawdown Average peak-to-trough decline	-5.07%	-3.89%	-1.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.05%	—	—

Volatility

Volatility by Period

	IYK	GXPS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.51%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.29%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.15%	13.94%	-1.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.98%	13.94%	-0.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.50%	13.94%	+1.56%

IYK vs. GXPS - Expense Ratio Comparison

IYK has a 0.42% expense ratio, which is higher than GXPS's 0.25% expense ratio.

Dividends

IYK vs. GXPS - Dividend Comparison

IYK's dividend yield for the trailing twelve months is around 2.69%, more than GXPS's 0.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GXPS Global X PureCap MSCI Consumer Staples ETF	0.56%	0.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IYK iShares U.S. Consumer Goods ETF	2.69%	2.75%	2.63%	2.74%	2.16%	1.49%	1.42%	2.21%	2.81%	1.74%	2.63%	2.11%

Frequently Asked Questions

Can I hold both IYK and GXPS in my portfolio?

IYK and GXPS have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IYK or GXPS?

On fees, GXPS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IYK or GXPS?

GXPS is cheaper with a 0.25% expense ratio, compared with 0.42% for IYK.

Which ETF pays a higher dividend yield, IYK or GXPS?

IYK has the higher dividend yield at 2.69%, compared with 0.56% for GXPS.

What is the main difference between IYK and GXPS?

IYK tracks Dow Jones U.S. Consumer Goods Index, while GXPS tracks MSCI USA Consumer Staples Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.42% for IYK and 0.25% for GXPS.