Skip to content

IEDIiShares U.S. Consumer Focused ETF

Grow my money8y track recordRanked #1,401 of 2,998 in this goal

Seeks access to U.S. companies with discretionary spending exposure.

By iShares · Launched 2018

Annual Cost

0.18%

#763 of 5,861 · low cost

Fund Size

$27M

#4,237 of 5,861 · small

Return (1Y)Goal

+2.2%

Track Record

8 years

#1,688 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,277+2.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 58.7% of fundmoderately concentrated

Walmart, Inc.
11.1%
Home Depot, Inc. (The)
9.2%
Amazon.com, Inc.
8.5%
Costco Wholesale Corp.
8.3%
TJX Cos., Inc. (The)
6.3%
Lowe's Cos., Inc.
5.1%
Ross Stores, Inc.
3.4%
O'Reilly Automotive, Inc.
3.2%
Starbucks Corp.
1.9%
Chipotle Mexican Grill, Inc.
1.6%

Asset allocation

Stocks
99.1%
Cash
0.9%

By sector

Consumer Cyclical
65.0%
Consumer Defensive
23.4%
Industrials
3.7%
Technology
3.0%
Communication
2.1%
Financial Services
2.1%
Real Estate
0.5%
Healthcare
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.3%Moderate

Year-on-year price swings

Max drawdown
-32.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.57Decent risk-adjusted returns
Sortino (3Y)
0.85Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks access to U.S. companies with discretionary spending exposure.
Strategy
Actively manages a portfolio of U.S. listed common stock of large-, mid-, and small-capitalization consumer discretionary spending companies, targeting those with higher consumer spending revenues. The Fund does not seek to replicate a specified index and may have a higher degree of portfolio turnover.
Inception date
March 21, 2018
Fund family
iShares

What's next?

You've looked at IEDI. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04