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IBAT vs ITOT

iShares Energy Storage & Materials ETF vs iShares Core S&P Total U.S. Stock Market ETF

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

Key differences

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

Side-by-side comparison

IBATITOT
Annual cost (TER)0.47%0.03%
Fund size (AUM)$65M$88.9B
Since20242004
Dividend yield0.77%1.03%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+125.9%+31.1%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.20
Volatility 1Y26.23%12.35%
Max drawdown-28.26%-35.00%

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

Similar to IBAT and ITOT