Screener
IBAT vs ILCV
iShares Energy Storage & Materials ETF vs iShares Morningstar Value ETF
Key differences
- ILCV costs 0.43% less per year.
- ILCV is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
- IBAT covers global markets; ILCV covers north america.
- ILCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IBAT | ILCV | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.04% |
| Fund size (AUM) | $65M | $1.2B |
| Since | 2024 | 2004 |
| Dividend yield | 0.77% | 1.66% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +125.9% | +30.0% |
| CAGR 3Y | N/A | +19.1% |
| CAGR 5Y | N/A | +12.1% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 26.23% | 9.92% |
| Max drawdown | -28.26% | -35.53% |
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