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IBAT vs IYY

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

IBAT

iShares Energy Storage & Materials ETF

Annual cost

0.47%

Fund size

$65M

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • IYY costs 0.27% less per year.
  • IYY is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
  • IBAT covers global markets; IYY covers north america.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBATIYY
Annual cost (TER)0.47%0.20%
Fund size (AUM)$65M$2.9B
Since20242000
Dividend yield0.77%0.91%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+125.9%+30.4%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.4%
Sharpe 3YN/A1.21
Volatility 1Y26.23%12.15%
Max drawdown-28.26%-34.90%

Similar to IBAT and IYY