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IBAT vs IYM

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

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

IYM

iShares U.S. Basic Materials ETF

iShares

Annual cost

0.38%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

IBATIYM
Annual cost (TER)0.47%0.38%
Fund size (AUM)$65M$1.5B
Since20242000
Dividend yield0.77%1.28%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+117.7%+38.5%
CAGR 3YN/A+14.7%
CAGR 5YN/A+7.0%
Sharpe 3YN/A0.65
Volatility 1Y25.82%18.63%
Max drawdown-28.26%-42.76%

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

Similar to IBAT and IYM