Screener
IVV vs IYK
iShares Core S&P 500 ETF vs iShares US Consumer Staples ETF
Key differences
Both IVV and IYK are equity ETFs. IVV charges 0.03% a year and IYK 0.38%. The main difference: IVV costs 0.35% less per year.
- IVV costs 0.35% less per year.
- IVV is much larger than IYK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
Side-by-side comparison
| IVV | IYK | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.38% |
| Fund size (AUM) | $854.9B | $1.6B |
| Since | 2000 | 2000 |
| Dividend yield | 1.06% | 2.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.8% | +7.2% |
| CAGR 3Y | +21.9% | +6.8% |
| CAGR 5Y | +13.5% | +6.5% |
| Sharpe 3Y | 1.17 | 0.31 |
| Volatility 1Y | 12.28% | 12.59% |
| Max drawdown | -33.90% | -33.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.