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