IYK vs. KXI
Compare and contrast key facts about iShares U.S. Consumer Goods ETF (IYK) and iShares Global Consumer Staples ETF (KXI).
IYK and KXI 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. KXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Staples Index. It was launched on Sep 21, 2006. Both IYK and KXI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYK or KXI.
Key characteristics
| IYK | KXI | |
|---|---|---|
| YTD Return | 8.90% | 7.25% |
| 1Y Return | 12.76% | 12.77% |
| 3Y Return (Ann) | 5.25% | 2.33% |
| 5Y Return (Ann) | 12.51% | 5.48% |
| 10Y Return (Ann) | 9.50% | 5.89% |
| Sharpe Ratio | 1.29 | 1.39 |
| Sortino Ratio | 1.90 | 2.04 |
| Omega Ratio | 1.22 | 1.24 |
| Calmar Ratio | 1.32 | 1.28 |
| Martin Ratio | 6.71 | 7.67 |
| Ulcer Index | 1.94% | 1.74% |
| Daily Std Dev | 10.15% | 9.60% |
| Max Drawdown | -42.64% | -42.27% |
| Current Drawdown | -4.50% | -4.93% |
Correlation
The correlation between IYK and KXI is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IYK vs. KXI - Performance Comparison
In the year-to-date period, IYK achieves a 8.90% return, which is significantly higher than KXI's 7.25% return. Over the past 10 years, IYK has outperformed KXI with an annualized return of 9.50%, while KXI has yielded a comparatively lower 5.89% 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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IYK vs. KXI - Expense Ratio Comparison
IYK has a 0.42% expense ratio, which is lower than KXI's 0.46% expense ratio.
Risk-Adjusted Performance
IYK vs. KXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Goods ETF (IYK) and iShares Global Consumer Staples ETF (KXI). 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
IYK vs. KXI - Dividend Comparison
IYK's dividend yield for the trailing twelve months is around 2.55%, less than KXI's 2.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYK iShares U.S. Consumer Goods ETF | 2.55% | 2.74% | 2.16% | 1.49% | 1.42% | 2.21% | 2.81% | 1.74% | 2.63% | 2.11% | 1.82% | 1.84% |
KXI iShares Global Consumer Staples ETF | 2.89% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% | 2.35% | 2.03% |
Drawdowns
IYK vs. KXI - Drawdown Comparison
The maximum IYK drawdown since its inception was -42.64%, roughly equal to the maximum KXI drawdown of -42.27%. Use the drawdown chart below to compare losses from any high point for IYK and KXI. For additional features, visit the drawdowns tool.
Volatility
IYK vs. KXI - Volatility Comparison
The current volatility for iShares U.S. Consumer Goods ETF (IYK) is 2.28%, while iShares Global Consumer Staples ETF (KXI) has a volatility of 2.44%. This indicates that IYK experiences smaller price fluctuations and is considered to be less risky than KXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.