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XLY and IYC share 61.4% of their holdings.
| Side by side | XLY | QUAL | IYC |
|---|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Factor | Sectors · Consumer |
| Expense ratio | 0.08% | 0.15% | 0.37% |
| Cost per year on $10k | $8 | $15 | $37 |
| Trailing 12-mo yield | 0.80% | 0.84% | 0.52% |
| Income per year on $10k | $80 | $84 | $52 |
| YTD | −2.1% | +13.8% | −2.1% |
| 1 year | −2.8% | +13.9% | −2.9% |
| 3 years · per year | +15.8% | +20.5% | +16.2% |
| 5 years · per year | +4.6% | +11.2% | +4.7% |
| Worst drop · 1Y | −15.0% | −9.0% | −12.0% |
| Volatility · 1Y | 19.3% | 11.9% | 15.5% |
| Holdings | 47 | 118 | 156 |
| Assets | $22.5B | $48.6B | $1.2B |
| Leverage | None | None | None |
| Since | 1998 | 2013 | 2000 |
Highlighted = best in the row. Returns include dividends.