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ANEW vs IVV

ProShares MSCI Transformational Changes ETF vs iShares Core S&P 500 ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

Key differences

Both ANEW and IVV are equity ETFs. ANEW charges 0.45% a year and IVV 0.03%. The main difference: ANEW covers global markets; IVV covers North America.

  • ANEW covers global markets; IVV covers North America.
  • IVV costs 0.42% less per year.
  • IVV is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVV has delivered higher annualized returns.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ANEWIVV
Annual cost (TER)0.45%0.03%
Fund size (AUM)$8M$854.9B
Since20202000
Dividend yield0.61%1.06%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.6%+24.8%
CAGR 3Y+13.1%+21.9%
CAGR 5Y+3.3%+13.5%
Sharpe 3Y0.641.17
Volatility 1Y13.62%12.28%
Max drawdown-39.87%-33.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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