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IYE vs IBAT

iShares U.S. Energy ETF vs iShares Energy Storage & Materials ETF

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

Key differences

  • IYE costs 0.09% less per year.
  • IYE is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
  • IYE covers north america markets; IBAT covers global.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYEIBAT
Annual cost (TER)0.38%0.47%
Fund size (AUM)$1.8B$65M
Since20002024
Dividend yield2.10%0.77%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+48.3%+117.7%
CAGR 3Y+18.2%N/A
CAGR 5Y+20.2%N/A
Sharpe 3Y0.73N/A
Volatility 1Y19.70%25.82%
Max drawdown-68.59%-28.26%

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

Similar to IYE and IBAT