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IYE vs SPXE

iShares U.S. Energy ETF vs ProShares S&P 500 ex-Energy ETF

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

SPXE

ProShares S&P 500 ex-Energy ETF

ProShares

Annual cost

0.09%

Fund size

$80M

Key differences

  • SPXE costs 0.29% less per year.
  • IYE is significantly larger than SPXE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPXE has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYESPXE
Annual cost (TER)0.38%0.09%
Fund size (AUM)$1.8B$80M
Since20002015
Dividend yield2.10%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.3%+28.6%
CAGR 3Y+18.2%+23.3%
CAGR 5Y+20.2%+13.7%
Sharpe 3Y0.731.23
Volatility 1Y19.70%12.59%
Max drawdown-68.59%-32.27%

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

Similar to IYE and SPXE