IVV vs IYK
iShares Core S&P 500 ETF vs iShares US Consumer Staples ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | IYK | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.38% | |
| AUM | $865.2B | $1.4B | |
| Dividend Yield | 1.09% | 2.61% | |
| Holdings | 508 | 57 | |
| YTD Return | +14.50% | +12.73% | |
| 1Y Return | +22.02% | +8.64% | |
| 3Y Return (annualized) | +21.80% | +6.30% | |
| 5Y Return (annualized) | +13.37% | +6.02% | |
| Volatility (annualized) | 15.1% | 13.1% | |
| Max Drawdown | -56.5% | -44.1% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 12, 2000 |
IVV vs IYK Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares US Consumer Staples ETF (IYK) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +22.02% while IYK returned +8.64%. Year to date, IVV is up 14.50% versus a gain of 12.73% for IYK.
Over three years, IVV compounded at +21.80% per year against +6.30% for IYK; over five years the annualized figures are +13.37% and +6.02% respectively. Across the full 26-year window we track, IYK has the edge at +7.18% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.1% for IYK. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -44.1% for IYK. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while IYK charges 0.38%. On a $10,000 position that is $3 vs $38 annually, a gap of $35 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.61% for IYK.
Holdings Overlap
IVV and IYK share 34 holdings out of 525 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or IYK?
IVV has an expense ratio of 0.03% while IYK charges 0.38%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IVV or IYK?
Over the past year IVV returned +22.02% vs +8.64% for IYK, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.07% vs +7.18% for IYK. Past performance does not guarantee future results.
Which is riskier, IVV or IYK?
IVV has been the more volatile fund at 15.1% annualized versus 13.1% for IYK. Worst drawdown: IVV -56.5% vs IYK -44.1%.
Should I hold both IVV and IYK?
IVV and IYK have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and IYK?
IVV and IYK share 34 common holdings with a 3.7% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, IVV or IYK?
IVV yields 1.09% while IYK yields 2.61%, so IYK currently pays the higher dividend yield.
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