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IYE vs IJH

iShares U.S. Energy ETF vs iShares Core S&P Mid-Cap ETF

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.33% less per year.
  • IJH is significantly larger than IYE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYE has delivered higher annualized returns.

Side-by-side comparison

IYEIJH
Annual cost (TER)0.38%0.05%
Fund size (AUM)$1.8B$115.7B
Since20002000
Dividend yield2.10%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.3%+24.7%
CAGR 3Y+18.2%+16.0%
CAGR 5Y+20.2%+7.8%
Sharpe 3Y0.730.72
Volatility 1Y19.70%15.66%
Max drawdown-68.59%-42.18%

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

Similar to IYE and IJH