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IYE vs FENY

iShares U.S. Energy ETF vs Fidelity MSCI Energy Index ETF

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

Key differences

  • FENY costs 0.30% less per year.
  • Over the last 3 years, FENY has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYEFENY
Annual cost (TER)0.38%0.08%
Fund size (AUM)$1.8B$2.0B
Since20002013
Dividend yield2.10%2.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.3%+50.8%
CAGR 3Y+18.2%+19.4%
CAGR 5Y+20.2%+21.4%
Sharpe 3Y0.730.77
Volatility 1Y19.70%20.09%
Max drawdown-68.59%-69.07%

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

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