Screener
IVV vs IYG
iShares Core S&P 500 ETF vs iShares U.S. Financial Services ETF
Key differences
- IVV costs 0.35% less per year.
- IVV is significantly larger than IYG — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVV has delivered higher annualized returns.
Side-by-side comparison
| IVV | IYG | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.38% |
| Fund size (AUM) | $797.5B | $2.0B |
| Since | 2000 | 2000 |
| Dividend yield | 1.12% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.2% | +9.3% |
| CAGR 3Y | +23.2% | +21.7% |
| CAGR 5Y | +14.4% | +8.9% |
| Sharpe 3Y | 1.24 | 1.00 |
| Volatility 1Y | 11.95% | 15.46% |
| Max drawdown | -33.90% | -44.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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