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IUSG vs DVY

iShares Core S&P U.S. Growth ETF vs iShares Select Dividend ETF

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • IUSG costs 0.34% less per year.
  • Over the last 3 years, IUSG has delivered higher annualized returns.

Side-by-side comparison

IUSGDVY
Annual cost (TER)0.04%0.38%
Fund size (AUM)$30.1B$22.9B
Since20002003
Dividend yield0.51%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.8%+23.7%
CAGR 3Y+28.2%+16.0%
CAGR 5Y+16.1%+9.0%
Sharpe 3Y1.240.89
Volatility 1Y15.83%11.23%
Max drawdown-32.35%-41.59%

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

Similar to IUSG and DVY