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IWB vs IYF

iShares Russell 1000 ETF vs iShares U.S. Financials ETF

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

Key differences

  • IWB costs 0.23% less per year.
  • IWB is significantly larger than IYF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWB has delivered higher annualized returns.

Side-by-side comparison

IWBIYF
Annual cost (TER)0.15%0.38%
Fund size (AUM)$46.2B$3.4B
Since20002000
Dividend yield0.96%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.9%+8.8%
CAGR 3Y+22.7%+21.4%
CAGR 5Y+13.5%+10.5%
Sharpe 3Y1.211.03
Volatility 1Y12.07%14.41%
Max drawdown-34.60%-42.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWB and IYF