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IEDI vs IYC

iShares U.S. Consumer Focused ETF vs iShares US Consumer Discretionary ETF

IEDI

iShares U.S. Consumer Focused ETF

iShares

Annual cost

0.18%

Fund size

$28M

IYC

iShares US Consumer Discretionary ETF

iShares

Annual cost

0.38%

Fund size

$1.2B

Key differences

  • IEDI costs 0.20% less per year.
  • IYC is significantly larger than IEDI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYC has delivered higher annualized returns.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEDIIYC
Annual cost (TER)0.18%0.38%
Fund size (AUM)$28M$1.2B
Since20182000
Dividend yield0.94%0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.0%+7.1%
CAGR 3Y+13.6%+17.1%
CAGR 5Y+6.3%+6.8%
Sharpe 3Y0.690.79
Volatility 1Y13.47%14.40%
Max drawdown-30.60%-35.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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