Screener
ITOT vs IEDI
iShares Core S&P Total U.S. Stock Market ETF vs iShares U.S. Consumer Focused ETF
Key differences
Both ITOT and IEDI are equity ETFs. ITOT charges 0.03% a year and IEDI 0.18%. The main difference: ITOT follows a index tracking strategy; IEDI uses active selection.
- ITOT follows a index tracking strategy; IEDI uses active selection.
- ITOT costs 0.15% less per year.
- ITOT is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITOT | IEDI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.18% |
| Fund size (AUM) | $93.4B | $27M |
| Since | 2004 | 2018 |
| Dividend yield | 0.98% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.3% | +0.6% |
| CAGR 3Y | +22.2% | +14.2% |
| CAGR 5Y | +12.3% | +6.0% |
| Sharpe 3Y | 1.16 | 0.72 |
| Volatility 1Y | 12.51% | 13.44% |
| Max drawdown | -35.00% | -30.60% |
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