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XLY and VCR share 75.6% of their holdings.
| Side by side | XLY | IYC | VCR |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.08% | 0.37% | 0.09% |
| Cost per year on $10k | $8 | $37 | $9 |
| Trailing 12-mo yield | 0.79% | 0.51% | 0.76% |
| Income per year on $10k | $79 | $51 | $76 |
| YTD | −0.4% | −0.1% | +0.7% |
| 1 year | +1.9% | +1.5% | +3.2% |
| 3 years · per year | +17.9% | +18.3% | +17.7% |
| 5 years · per year | +4.5% | +4.9% | +4.2% |
| Worst drop · 1Y | −15.0% | −12.0% | −15.6% |
| Volatility · 1Y | 19.3% | 15.6% | 19.2% |
| Holdings | 47 | 156 | 293 |
| Assets | $22.5B | $1.3B | $6.2B |
| Leverage | None | None | None |
| Since | 1998 | 2000 | 2004 |
Highlighted = best in the row. Returns include dividends.