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IBAT vs GII

iShares Energy Storage & Materials ETF vs State Street SPDR S&P Global Infrastructure ETF

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

GII

State Street SPDR S&P Global Infrastructure ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$989M

Key differences

  • GII costs 0.07% less per year.
  • GII is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
  • GII has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBATGII
Annual cost (TER)0.47%0.40%
Fund size (AUM)$65M$989M
Since20242007
Dividend yield0.77%2.85%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+125.9%+17.8%
CAGR 3YN/A+16.6%
CAGR 5YN/A+11.6%
Sharpe 3YN/A0.98
Volatility 1Y26.23%10.56%
Max drawdown-28.26%-42.84%

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

Similar to IBAT and GII