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IYC vs IEDI

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

IYC

iShares US Consumer Discretionary ETF

iShares

Annual cost

0.38%

Fund size

$1.2B

IEDI

iShares U.S. Consumer Focused ETF

iShares

Annual cost

0.18%

Fund size

$28M

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

IYCIEDI
Annual cost (TER)0.38%0.18%
Fund size (AUM)$1.2B$28M
Since20002018
Dividend yield0.50%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.1%+4.0%
CAGR 3Y+17.1%+13.6%
CAGR 5Y+6.8%+6.3%
Sharpe 3Y0.790.69
Volatility 1Y14.40%13.47%
Max drawdown-35.90%-30.60%

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

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