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ITOT vs TSPA

iShares Core S&P Total U.S. Stock Market ETF vs T. Rowe Price US Equity Research ETF

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Annual cost

0.03%

Fund size

$93.4B

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

Key differences

Both ITOT and TSPA are equity ETFs. ITOT charges 0.03% a year and TSPA 0.34%. The main difference: ITOT costs 0.31% less per year.

  • ITOT costs 0.31% less per year.
  • ITOT is much larger than TSPA. Larger funds are usually more liquid and less likely to close.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ITOTTSPA
Annual cost (TER)0.03%0.34%
Fund size (AUM)$93.4B$3.4B
Since20042021
Dividend yield0.98%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.3%+24.7%
CAGR 3Y+22.2%+23.0%
CAGR 5Y+12.3%N/A
Sharpe 3Y1.161.22
Volatility 1Y12.51%12.59%
Max drawdown-35.00%-24.72%

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