IYK vs. XLP
Compare and contrast key facts about iShares U.S. Consumer Goods ETF (IYK) and Consumer Staples Select Sector SPDR Fund (XLP).
IYK and XLP 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. XLP is a passively managed fund by State Street that tracks the performance of the Consumer Staples Select Sector Index. It was launched on Dec 16, 1998. Both IYK and XLP 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 XLP.
Correlation
The correlation between IYK and XLP is 0.84, 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. XLP - Performance Comparison
Key characteristics
IYK:
0.37
XLP:
0.99
IYK:
0.59
XLP:
1.46
IYK:
1.07
XLP:
1.17
IYK:
0.35
XLP:
1.17
IYK:
1.17
XLP:
3.89
IYK:
3.31%
XLP:
2.51%
IYK:
10.42%
XLP:
9.89%
IYK:
-42.64%
XLP:
-35.89%
IYK:
-8.62%
XLP:
-7.14%
Returns By Period
In the year-to-date period, IYK achieves a -1.02% return, which is significantly higher than XLP's -1.74% return. Over the past 10 years, IYK has outperformed XLP with an annualized return of 8.76%, while XLP has yielded a comparatively lower 7.39% annualized return.
IYK
-1.02%
-1.25%
-1.98%
4.70%
9.76%
8.76%
XLP
-1.74%
-3.00%
0.19%
9.90%
6.69%
7.39%
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IYK vs. XLP - Expense Ratio Comparison
IYK has a 0.42% expense ratio, which is higher than XLP's 0.13% expense ratio.
Risk-Adjusted Performance
IYK vs. XLP — Risk-Adjusted Performance Rank
IYK
XLP
IYK vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Goods ETF (IYK) and Consumer Staples Select Sector SPDR Fund (XLP). 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. XLP - Dividend Comparison
IYK's dividend yield for the trailing twelve months is around 2.65%, less than XLP's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYK iShares U.S. Consumer Goods ETF | 2.65% | 2.63% | 2.74% | 2.16% | 1.49% | 1.42% | 2.21% | 2.81% | 1.74% | 2.63% | 2.11% | 1.82% |
XLP Consumer Staples Select Sector SPDR Fund | 2.82% | 2.77% | 2.63% | 2.47% | 2.28% | 2.50% | 2.57% | 3.04% | 2.62% | 2.53% | 2.53% | 2.40% |
Drawdowns
IYK vs. XLP - Drawdown Comparison
The maximum IYK drawdown since its inception was -42.64%, which is greater than XLP's maximum drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for IYK and XLP. For additional features, visit the drawdowns tool.
Volatility
IYK vs. XLP - Volatility Comparison
iShares U.S. Consumer Goods ETF (IYK) has a higher volatility of 3.64% compared to Consumer Staples Select Sector SPDR Fund (XLP) at 3.02%. This indicates that IYK's price experiences larger fluctuations and is considered to be riskier than XLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.