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IBAT vs IYE

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

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • IYE costs 0.09% less per year.
  • IYE is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
  • IBAT covers global markets; IYE covers north america.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBATIYE
Annual cost (TER)0.47%0.38%
Fund size (AUM)$65M$1.8B
Since20242000
Dividend yield0.77%2.10%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+117.7%+48.3%
CAGR 3YN/A+18.2%
CAGR 5YN/A+20.2%
Sharpe 3YN/A0.73
Volatility 1Y25.82%19.70%
Max drawdown-28.26%-68.59%

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

Similar to IBAT and IYE