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EFRA vs IYE

iShares Environmental Infrastructure and Industrials ETF vs iShares U.S. Energy ETF

EFRA

iShares Environmental Infrastructure and Industrials ETF

iShares

Annual cost

0.47%

Fund size

$6M

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • IYE costs 0.09% less per year.
  • IYE is significantly larger than EFRA — larger funds tend to be more liquid and less likely to close.
  • EFRA covers global markets; IYE covers north america.
  • Over the last 3 years, IYE has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFRAIYE
Annual cost (TER)0.47%0.38%
Fund size (AUM)$6M$1.8B
Since20222000
Dividend yield1.56%2.10%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.4%+48.3%
CAGR 3Y+11.4%+18.2%
CAGR 5YN/A+20.2%
Sharpe 3Y0.570.73
Volatility 1Y14.03%19.70%
Max drawdown-16.25%-68.59%

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

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