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IBAT vs ILCB

iShares Energy Storage & Materials ETF vs iShares Morningstar U.S. Equity ETF

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

ILCB

iShares Morningstar U.S. Equity ETF

iShares

Annual cost

0.03%

Fund size

$1.2B

Key differences

  • ILCB costs 0.44% less per year.
  • ILCB is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
  • IBAT covers global markets; ILCB covers north america.
  • ILCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBATILCB
Annual cost (TER)0.47%0.03%
Fund size (AUM)$65M$1.2B
Since20242004
Dividend yield0.77%1.02%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+125.9%+29.9%
CAGR 3YN/A+23.3%
CAGR 5YN/A+13.9%
Sharpe 3YN/A1.24
Volatility 1Y26.23%12.16%
Max drawdown-28.26%-35.30%

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

Similar to IBAT and ILCB