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IYK delivered 8.3% returns over one year with a 2.5% dividend yield, while maintaining broader sector diversification across household products and tobacco alongside food and beverage stocks.
Compare sector focus, portfolio concentration, and diversification strategies to see how these funds stack up for defensive investors.
iShares U.S. Consumer Staples ETF provides exposure to a broader array of 54 holdings compared to the more concentrated 30 positions found in First Trust Nasdaq Food & Beverage ETF The iShares fund carries a lower expense ratio of 0.38% and has significantly larger assets under management at $1.3 billion compared to the $22.9 million held by the First Trust fund First Trust Nasdaq Food & Beverage ETF offers a higher dividend yield of 2.80% but has experienced a steeper maximum drawdown of 21.7% over the last five years
iShares U.S. Consumer Staples ETF offers a slightly lower expense ratio and has generated higher total returns over the past five years compared to Invesco S&P 500 Equal Weight Consumer Staples ETF. Invesco's ETF uses an equal-weight methodology that reduces concentration risk relative to the market-cap-weighted iShares fund.
Designed to provide broad exposure to the Consumer Staples - Broad segment of the equity market, the iShares U.S. Consumer Staples ETF (IYK) is a passively managed exchange traded fund launched on June 12, 2000.
iShares U.S. Consumer Staples ETF offers a lower expense ratio and higher assets under management (AUM) than First Trust Nasdaq Food & Beverage ETF. First Trust Nasdaq Food & Beverage ETF focuses specifically on the food and beverage industry, while iShares U.S. Consumer Staples ETF provides broader exposure to the consumer staples sector.
The recent rotation out of AI-linked stocks highlights the risks of a narrow market rally. As concentration risk rises, defensive ETFs could help investors build more resilient portfolios.
Consumer pessimism and market volatility may push investors toward defensive ETFs, strengthening the appeal of consumer staple funds.