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ILDR vs IYW

First Trust Innovation Leaders ETF vs iShares U.S. Technology ETF

ILDR

First Trust Innovation Leaders ETF

First Trust

Annual cost

0.75%

Fund size

$243M

IYW

iShares U.S. Technology ETF

iShares

Annual cost

0.38%

Fund size

$21.5B

Key differences

  • IYW costs 0.37% less per year.
  • IYW is significantly larger than ILDR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYW has delivered higher annualized returns.
  • IYW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ILDRIYW
Annual cost (TER)0.75%0.38%
Fund size (AUM)$243M$21.5B
Since20212000
Dividend yield0.00%0.12%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.7%+59.0%
CAGR 3Y+31.7%+36.1%
CAGR 5YN/A+23.0%
Sharpe 3Y1.161.28
Volatility 1Y21.02%20.06%
Max drawdown-44.61%-39.44%

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

Similar to ILDR and IYW