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FENY vs IBAT
Fidelity MSCI Energy Index ETF vs iShares Energy Storage & Materials ETF
Key differences
- FENY costs 0.39% less per year.
- FENY is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
- FENY covers north america markets; IBAT covers global.
- FENY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FENY | IBAT | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.47% |
| Fund size (AUM) | $2.0B | $65M |
| Since | 2013 | 2024 |
| Dividend yield | 2.36% | 0.77% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +50.8% | +117.7% |
| CAGR 3Y | +19.4% | N/A |
| CAGR 5Y | +21.4% | N/A |
| Sharpe 3Y | 0.77 | N/A |
| Volatility 1Y | 20.09% | 25.82% |
| Max drawdown | -69.07% | -28.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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