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IYK vs. TRFK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IYK vs. TRFK

Last updated Jun 23, 2026

IYK (iShares U.S. Consumer Goods ETF) and TRFK (Pacer Data and Digital Revolution ETF) are both exchange-traded funds - IYK is a Consumer Staples Equities fund tracking the Dow Jones U.S. Consumer Goods Index, while TRFK is a Technology Equities fund tracking the Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net. Both are passively managed. Over the past 3 years, IYK returned 5.03%/yr vs 54.57%/yr for TRFK. At a 0.01 correlation, their price movements are largely independent. IYK charges 0.42%/yr vs 0.60%/yr for TRFK.

Performance

IYK vs. TRFK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Consumer Goods ETF (IYK) and Pacer Data and Digital Revolution ETF (TRFK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IYK achieves a 7.31% return, which is significantly lower than TRFK's 73.54% return.

IYK

1D
-0.68%
1M
-1.92%
YTD
7.31%
6M
7.00%
1Y
4.22%
3Y*
5.03%
5Y*
6.13%
10Y*
9.22%

TRFK

1D
1.73%
1M
17.60%
YTD
73.54%
6M
71.63%
1Y
102.07%
3Y*
54.57%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYK vs. TRFK - Yearly Performance Comparison

2026 (YTD)2025202420232022
IYK
iShares U.S. Consumer Goods ETF		7.31%4.78%5.27%-2.84%3.74%
TRFK
Pacer Data and Digital Revolution ETF		73.54%26.81%38.30%66.63%-10.61%

Correlation

The correlation between IYK and TRFK is -0.31, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.31

Correlation (3Y)
Calculated over the trailing 3-year period

-0.14

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2022

0.01

The correlation between IYK and TRFK shifts across timeframes, from -0.31 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.

IYK vs. TRFK - Sectors Allocation Comparison

Sectors
IYK
TRFK

Consumer Defensive

85.2%

-

Healthcare

10.7%

-

Basic Materials

2.6%

-

Consumer Cyclical

1.4%

-

Industrials

0.1%
12.0%

Communication Services

-

0.6%

Energy

-

-

Financial Services

-

-

Real Estate

-

0.0%

Technology

-

87.5%

Utilities

-

-

Consumer Defensive

IYK
85.2%
TRFK

-

Healthcare

IYK
10.7%
TRFK

-

Basic Materials

IYK
2.6%
TRFK

-

Consumer Cyclical

IYK
1.4%
TRFK

-

Industrials

IYK
0.1%
TRFK
12.0%

Communication Services

IYK

-

TRFK
0.6%

Energy

IYK

-

TRFK

-

Financial Services

IYK

-

TRFK

-

Real Estate

IYK

-

TRFK
0.0%

Technology

IYK

-

TRFK
87.5%

Utilities

IYK

-

TRFK

-

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 Goods ETF

Pacer Data and Digital Revolution ETF

Often compared with IYK:
IYK vs. XLPIYK vs. VDCIYK vs. KXIIYK vs. IEDIIYK vs. PBJIYK vs. PSCCIYK vs. RTH
Often compared with TRFK:
TRFK vs. FDTXTRFK vs. DTCRTRFK vs. IDGTTRFK vs. FRATRFK vs. PRNTRFK vs. SPYGTRFK vs. VRGWX

Return for Risk

IYK vs. TRFK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IYK
IYK Risk / Return Rank: 1212
Overall Rank
IYK Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
IYK Sortino Ratio Rank: 1212
Sortino Ratio Rank
IYK Omega Ratio Rank: 1212
Omega Ratio Rank
IYK Calmar Ratio Rank: 1313
Calmar Ratio Rank
IYK Martin Ratio Rank: 1212
Martin Ratio Rank
TRFK
TRFK Risk / Return Rank: 8585
Overall Rank
TRFK Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
TRFK Sortino Ratio Rank: 8787
Sortino Ratio Rank
TRFK Omega Ratio Rank: 8585
Omega Ratio Rank
TRFK Calmar Ratio Rank: 9090
Calmar Ratio Rank
TRFK Martin Ratio Rank: 6969
Martin Ratio Rank
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. TRFK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Goods ETF (IYK) and Pacer Data and Digital Revolution ETF (TRFK). 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.

IYKTRFKDifference
Sharpe ratioReturn per unit of total volatility
0.33
3.29

-2.96

Sortino ratioReturn per unit of downside risk
0.56
3.74

-3.17

Omega ratioGain probability vs. loss probability

1.06

1.49

-0.42

Calmar ratioReturn relative to maximum drawdown

0.40

5.25

-4.85

Martin ratioReturn relative to average drawdown

0.81

12.34

-11.52

IYK vs. TRFK - Sharpe Ratio Comparison

The current IYK Sharpe Ratio is 0.33, which is lower than the TRFK Sharpe Ratio of 3.29. The chart below compares the historical Sharpe Ratios of IYK and TRFK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IYK vs. TRFK - Drawdown Comparison

The maximum IYK drawdown since its inception was -42.64%, which is greater than TRFK's maximum drawdown of -29.06%. Use the drawdown chart below to compare losses from any high point for IYK and TRFK.

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Drawdown Indicators

IYKTRFKDifference

Max Drawdown

Largest peak-to-trough decline

-42.64%

-29.06%

-13.58%

Max Drawdown (1Y)

Largest decline over 1 year

-10.68%

-19.56%

+8.88%

Max Drawdown (3Y)

Largest decline over 3 years

-12.14%

-29.06%

+16.92%

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

-7.50%

0.00%

-7.50%

Average Drawdown

Average peak-to-trough decline

-5.07%

-6.04%

+0.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.20%

8.30%

-3.10%

Volatility

IYK vs. TRFK - Volatility Comparison

The current volatility for iShares U.S. Consumer Goods ETF (IYK) is 5.09%, while Pacer Data and Digital Revolution ETF (TRFK) has a volatility of 16.55%. This indicates that IYK experiences smaller price fluctuations and is considered to be less risky than TRFK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IYKTRFKDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.09%

16.55%

-11.46%

Volatility (6M)

Calculated over the trailing 6-month period

9.91%

25.37%

-15.46%

Volatility (1Y)

Calculated over the trailing 1-year period

12.69%

31.24%

-18.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.07%

29.64%

-16.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.55%

29.64%

-14.09%

IYK vs. TRFK - Expense Ratio Comparison

IYK has a 0.42% expense ratio, which is lower than TRFK's 0.60% expense ratio.

Dividends

IYK vs. TRFK - Dividend Comparison

IYK's dividend yield for the trailing twelve months is around 2.67%, more than TRFK's 0.01% yield.

PositionTTM20252024202320222021202020192018201720162015
IYK
iShares U.S. Consumer Goods ETF		2.67%2.75%2.63%2.74%2.16%1.49%1.42%2.21%2.81%1.74%2.63%2.11%
TRFK
Pacer Data and Digital Revolution ETF		0.01%0.01%0.40%0.20%0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IYK and TRFK have a correlation of -0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TRFK has higher volatility (16.55%) compared to IYK (5.09%). In terms of maximum drawdown, IYK dropped -42.64% vs TRFK's -29.06%.

On 3-year performance, TRFK leads with 54.57% vs 5.03% for IYK. On fees, IYK is cheaper at 0.42% per year. On volatility, IYK has been the lower-risk option at 5.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TRFK has performed better with a 54.57% return vs 5.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IYK is cheaper with a 0.42% expense ratio, compared with 0.60% for TRFK.

IYK has the higher dividend yield at 2.67%, compared with 0.01% for TRFK.

IYK is categorized as Consumer Staples Equities, while TRFK is Technology Equities. IYK tracks Dow Jones U.S. Consumer Goods Index, while TRFK tracks Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net. They also come from different issuers: iShares and Pacer. Their fees differ too: 0.42% for IYK and 0.60% for TRFK.

TRFK currently has the higher Sharpe Ratio (3.29 vs 0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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