Screener
IVV vs IEDI
iShares Core S&P 500 ETF vs iShares U.S. Consumer Focused ETF
Key differences
Both IVV and IEDI are equity ETFs. IVV charges 0.03% a year and IEDI 0.18%. The main difference: IVV follows a index tracking strategy; IEDI uses active selection.
- IVV follows a index tracking strategy; IEDI uses active selection.
- IVV costs 0.15% less per year.
- IVV is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVV | IEDI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.18% |
| Fund size (AUM) | $854.9B | $27M |
| Since | 2000 | 2018 |
| Dividend yield | 1.06% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.3% | +0.6% |
| CAGR 3Y | +22.5% | +14.2% |
| CAGR 5Y | +13.5% | +6.0% |
| Sharpe 3Y | 1.20 | 0.72 |
| Volatility 1Y | 12.10% | 13.44% |
| Max drawdown | -33.90% | -30.60% |
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