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FENY vs IYE

Fidelity MSCI Energy Index ETF vs iShares U.S. Energy ETF

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • FENY costs 0.30% less per year.
  • Over the last 3 years, FENY has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FENYIYE
Annual cost (TER)0.08%0.38%
Fund size (AUM)$2.0B$1.8B
Since20132000
Dividend yield2.36%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+50.8%+48.3%
CAGR 3Y+19.4%+18.2%
CAGR 5Y+21.4%+20.2%
Sharpe 3Y0.770.73
Volatility 1Y20.09%19.70%
Max drawdown-69.07%-68.59%

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

Similar to FENY and IYE