VCR vs. IEDI
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and iShares Evolved U.S. Discretionary Spending ETF (IEDI).
VCR and IEDI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. IEDI is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Performance
VCR vs. IEDI - Performance Comparison
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VCR vs. IEDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | -7.95% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 27.45% | -3.14% |
IEDI iShares Evolved U.S. Discretionary Spending ETF | -1.22% | 4.05% | 22.11% | 24.32% | -23.17% | 21.19% | 29.83% | 31.07% | 0.71% |
Returns By Period
In the year-to-date period, VCR achieves a -7.95% return, which is significantly lower than IEDI's -1.22% return.
VCR
- 1D
- 0.80%
- 1M
- -4.51%
- YTD
- -7.95%
- 6M
- -8.86%
- 1Y
- 10.82%
- 3Y*
- 13.67%
- 5Y*
- 4.88%
- 10Y*
- 12.56%
IEDI
- 1D
- 0.34%
- 1M
- -4.97%
- YTD
- -1.22%
- 6M
- -2.61%
- 1Y
- 6.72%
- 3Y*
- 14.01%
- 5Y*
- 6.76%
- 10Y*
- —
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VCR vs. IEDI - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is lower than IEDI's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VCR vs. IEDI — Risk / Return Rank
VCR
IEDI
VCR vs. IEDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) and iShares Evolved U.S. Discretionary Spending ETF (IEDI). 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.
| VCR | IEDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.40 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.74 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.69 | +0.08 |
Martin ratioReturn relative to average drawdown | 2.51 | 2.02 | +0.49 |
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
| VCR | IEDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.40 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.37 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.62 | -0.13 |
Correlation
The correlation between VCR and IEDI is 0.87, 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.
Dividends
VCR vs. IEDI - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.79%, less than IEDI's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.79% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
IEDI iShares Evolved U.S. Discretionary Spending ETF | 0.98% | 0.95% | 0.90% | 1.13% | 3.38% | 0.70% | 0.83% | 2.07% | 1.57% | 0.00% | 0.00% | 0.00% |
Drawdowns
VCR vs. IEDI - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, which is greater than IEDI's maximum drawdown of -30.60%. Use the drawdown chart below to compare losses from any high point for VCR and IEDI.
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Drawdown Indicators
| VCR | IEDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.54% | -30.60% | -30.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -10.57% | -5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -39.20% | -29.79% | -9.41% |
Max Drawdown (10Y)Largest decline over 10 years | -39.20% | — | — |
Current DrawdownCurrent decline from peak | -12.14% | -6.99% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -6.98% | -2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 3.59% | +1.19% |
Volatility
VCR vs. IEDI - Volatility Comparison
Vanguard Consumer Discretionary ETF (VCR) has a higher volatility of 7.41% compared to iShares Evolved U.S. Discretionary Spending ETF (IEDI) at 4.88%. This indicates that VCR's price experiences larger fluctuations and is considered to be riskier than IEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCR | IEDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.41% | 4.88% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 9.84% | +4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.28% | 17.01% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.94% | 18.14% | +5.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 19.51% | +2.82% |