IYK vs. ITA
Compare and contrast key facts about iShares U.S. Consumer Goods ETF (IYK) and iShares U.S. Aerospace & Defense ETF (ITA).
IYK and ITA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYK is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Consumer Goods Index. It was launched on Jun 12, 2000. ITA is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Aerospace & Defense Index. It was launched on May 5, 2006. Both IYK and ITA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IYK vs. ITA - Performance Comparison
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IYK vs. ITA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYK iShares U.S. Consumer Goods ETF | 4.44% | 4.78% | 5.27% | -2.84% | 3.57% | 17.32% | 32.65% | 28.12% | -13.84% | 16.53% |
ITA iShares U.S. Aerospace & Defense ETF | 4.24% | 48.64% | 15.81% | 14.33% | 9.96% | 9.39% | -13.57% | 30.51% | -7.22% | 35.24% |
Returns By Period
The year-to-date returns for both stocks are quite close, with IYK having a 4.44% return and ITA slightly lower at 4.24%. Over the past 10 years, IYK has underperformed ITA with an annualized return of 8.73%, while ITA has yielded a comparatively higher 15.49% annualized return.
IYK
- 1D
- -0.66%
- 1M
- -8.96%
- YTD
- 4.44%
- 6M
- 3.25%
- 1Y
- -0.23%
- 3Y*
- 4.29%
- 5Y*
- 5.88%
- 10Y*
- 8.73%
ITA
- 1D
- 2.24%
- 1M
- -10.69%
- YTD
- 4.24%
- 6M
- 6.95%
- 1Y
- 45.80%
- 3Y*
- 25.76%
- 5Y*
- 17.41%
- 10Y*
- 15.49%
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IYK vs. ITA - Expense Ratio Comparison
Both IYK and ITA have an expense ratio of 0.42%.
Return for Risk
IYK vs. ITA — Risk / Return Rank
IYK
ITA
IYK vs. ITA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Goods ETF (IYK) and iShares U.S. Aerospace & Defense ETF (ITA). 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 | ITA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 1.97 | -1.99 |
Sortino ratioReturn per unit of downside risk | 0.07 | 2.60 | -2.53 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.37 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.96 | -2.97 |
Martin ratioReturn relative to average drawdown | -0.03 | 11.32 | -11.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYK | ITA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.97 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.89 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.51 | +0.05 |
Correlation
The correlation between IYK and ITA is 0.61, 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.
Dividends
IYK vs. ITA - Dividend Comparison
IYK's dividend yield for the trailing twelve months is around 2.71%, more than ITA's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYK iShares U.S. Consumer Goods ETF | 2.71% | 2.75% | 2.63% | 2.74% | 2.16% | 1.49% | 1.42% | 2.21% | 2.81% | 1.74% | 2.63% | 2.11% |
ITA iShares U.S. Aerospace & Defense ETF | 0.48% | 0.55% | 0.85% | 0.93% | 0.95% | 0.82% | 1.07% | 1.54% | 1.13% | 0.91% | 1.07% | 1.04% |
Drawdowns
IYK vs. ITA - Drawdown Comparison
The maximum IYK drawdown since its inception was -42.64%, smaller than the maximum ITA drawdown of -59.72%. Use the drawdown chart below to compare losses from any high point for IYK and ITA.
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Drawdown Indicators
| IYK | ITA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.64% | -59.72% | +17.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -15.82% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | -18.72% | +3.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.19% | -51.00% | +17.81% |
Current DrawdownCurrent decline from peak | -9.98% | -10.69% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -9.45% | +4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.14% | +0.10% |
Volatility
IYK vs. ITA - Volatility Comparison
The current volatility for iShares U.S. Consumer Goods ETF (IYK) is 3.92%, while iShares U.S. Aerospace & Defense ETF (ITA) has a volatility of 8.22%. This indicates that IYK experiences smaller price fluctuations and is considered to be less risky than ITA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYK | ITA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 8.22% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 16.06% | -7.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.53% | 23.37% | -9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 19.70% | -6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.46% | 22.95% | -7.49% |