Screener
IBAT vs OEF
iShares Energy Storage & Materials ETF vs iShares S&P 100 ETF
Key differences
- OEF costs 0.27% less per year.
- OEF is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
- IBAT covers global markets; OEF covers north america.
- OEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IBAT | OEF | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.20% |
| Fund size (AUM) | $65M | $19.6B |
| Since | 2024 | 2000 |
| Dividend yield | 0.77% | 0.88% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +125.9% | +33.6% |
| CAGR 3Y | N/A | +25.8% |
| CAGR 5Y | N/A | +16.3% |
| Sharpe 3Y | N/A | 1.30 |
| Volatility 1Y | 26.23% | 12.86% |
| Max drawdown | -28.26% | -31.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IBAT and OEF
Explore further