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IYK and XLP share 60.0% of their holdings.
| Side by side | IYK | XLY | XLP |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.37% | 0.08% | 0.08% |
| Cost per year on $10k | $37 | $8 | $8 |
| Trailing 12-mo yield | 2.44% | 0.80% | 2.49% |
| Income per year on $10k | $244 | $80 | $249 |
| YTD | +17.2% | −2.1% | +15.7% |
| 1 year | +15.4% | −2.8% | +15.5% |
| 3 years · per year | +11.0% | +15.8% | +12.2% |
| 5 years · per year | +7.4% | +4.6% | +7.3% |
| Worst drop · 1Y | −10.7% | −15.0% | −9.7% |
| Volatility · 1Y | 14.6% | 19.3% | 15.2% |
| Holdings | 53 | 47 | 35 |
| Assets | $1.4B | $22.5B | $14.8B |
| Leverage | None | None | None |
| Since | 2000 | 1998 | 1998 |
Highlighted = best in the row. Returns include dividends.