Screener
IUSV vs IYY
iShares Core S&P U.S. Value ETF vs iShares Dow Jones U.S. ETF
Key differences
Both IUSV and IYY are equity ETFs. IUSV charges 0.04% a year and IYY 0.20%. The main difference: IUSV costs 0.16% less per year.
- IUSV costs 0.16% less per year.
- IUSV is much larger than IYY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IYY has delivered higher annualized returns.
Side-by-side comparison
| IUSV | IYY | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.20% |
| Fund size (AUM) | $26.1B | $3.0B |
| Since | 2000 | 2000 |
| Dividend yield | 1.67% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.3% | +24.6% |
| CAGR 3Y | +16.6% | +22.2% |
| CAGR 5Y | +10.6% | +12.5% |
| Sharpe 3Y | 0.99 | 1.17 |
| Volatility 1Y | 10.07% | 12.31% |
| Max drawdown | -37.54% | -34.90% |
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