Screener
IUSV vs IYK
iShares Core S&P U.S. Value ETF vs iShares US Consumer Staples ETF
Key differences
Both IUSV and IYK are equity ETFs. IUSV charges 0.04% a year and IYK 0.38%. The main difference: IUSV costs 0.34% less per year.
- IUSV costs 0.34% less per year.
- IUSV is much larger than IYK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IUSV has delivered higher annualized returns.
Side-by-side comparison
| IUSV | IYK | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.38% |
| Fund size (AUM) | $26.1B | $1.6B |
| Since | 2000 | 2000 |
| Dividend yield | 1.67% | 2.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.3% | +7.2% |
| CAGR 3Y | +15.7% | +6.8% |
| CAGR 5Y | +10.7% | +6.5% |
| Sharpe 3Y | 0.93 | 0.31 |
| Volatility 1Y | 10.11% | 12.59% |
| Max drawdown | -37.54% | -33.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.