Loading…
Loading…
The iShares U.S. Consumer Staples ETF endeavors to replicate the investment performance of a benchmark index, which consists of American equities from the consumer staples sector.
Is IYK's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Launched on June 12, 2000, the iShares U.S. Consumer Staples ETF (IYK) is a passively managed exchange traded fund designed to provide a broad exposure to the Consumer Staples - Broad segment of the equity market.
iShares U.S. Consumer Staples ETF has a lower expense ratio and much larger assets under management than Invesco S&P 500 Equal Weight Consumer Staples ETF. Invesco S&P 500 Equal Weight Consumer Staples ETF provides a higher dividend yield but has significantly underperformed on a total-return basis over the last year.
State Street Consumer Staples Select Sector SPDR ETF offers a significantly lower expense ratio of 0.08% compared to 0.37% for iShares U.S. Consumer Staples ETF. While iShares U.S. Consumer Staples ETF includes exposure to healthcare and materials, the State Street fund is almost exclusively focused on consumer defensive stocks.
Weak consumer sentiment and rising economic risks could strengthen the case for consumer staples ETFs. Here are the funds worth considering now.
The iShares U.S. Consumer Staples ETF offers significantly higher assets under management (AUM) and a lower expense ratio than the First Trust Nasdaq Food & Beverage ETF. The First Trust Nasdaq Food & Beverage ETF focuses narrowly on the food industry, whereas the iShares U.S. Consumer Staples ETF provides broader exposure to household products and healthcare.