Screener
IUSV vs IEDI
iShares Core S&P U.S. Value ETF vs iShares U.S. Consumer Focused ETF
Key differences
Both IUSV and IEDI are equity ETFs. IUSV charges 0.04% a year and IEDI 0.18%. The main difference: IUSV follows a index tracking strategy; IEDI uses active selection.
- IUSV follows a index tracking strategy; IEDI uses active selection.
- IUSV costs 0.14% less per year.
- IUSV is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IUSV has delivered higher annualized returns.
- IUSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSV | IEDI | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.18% |
| Fund size (AUM) | $26.1B | $27M |
| Since | 2000 | 2018 |
| Dividend yield | 1.67% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.3% | +0.6% |
| CAGR 3Y | +16.6% | +14.2% |
| CAGR 5Y | +10.6% | +6.0% |
| Sharpe 3Y | 0.99 | 0.72 |
| Volatility 1Y | 10.07% | 13.44% |
| Max drawdown | -37.54% | -30.60% |
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