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DVY vs IUSG

iShares Select Dividend ETF vs iShares Core S&P U.S. Growth ETF

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

Key differences

  • IUSG costs 0.34% less per year.
  • Over the last 3 years, IUSG has delivered higher annualized returns.

Side-by-side comparison

DVYIUSG
Annual cost (TER)0.38%0.04%
Fund size (AUM)$22.9B$30.1B
Since20032000
Dividend yield3.38%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+36.8%
CAGR 3Y+16.0%+28.2%
CAGR 5Y+9.0%+16.1%
Sharpe 3Y0.891.24
Volatility 1Y11.23%15.83%
Max drawdown-41.59%-32.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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