Skip to content
Beacon
Screener

IYE vs EIPX

iShares U.S. Energy ETF vs FT Energy Income Partners Strategy ETF

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

EIPX

FT Energy Income Partners Strategy ETF

First Trust

Annual cost

0.95%

Fund size

$532M

Key differences

  • IYE costs 0.57% less per year.
  • IYE is significantly larger than EIPX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EIPX has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYEEIPX
Annual cost (TER)0.38%0.95%
Fund size (AUM)$1.8B$532M
Since20002022
Dividend yield2.10%2.61%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.5%+32.6%
CAGR 3Y+16.1%+21.0%
CAGR 5Y+20.4%N/A
Sharpe 3Y0.641.16
Volatility 1Y19.95%11.12%
Max drawdown-68.59%-15.43%

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

Similar to IYE and EIPX