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IYK vs ITOT

iShares US Consumer Staples ETF vs iShares Core S&P Total U.S. Stock Market ETF

IYK

iShares US Consumer Staples ETF

Annual cost

0.38%

Fund size

$1.6B

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Annual cost

0.03%

Fund size

$93.4B

Key differences

Both IYK and ITOT are equity ETFs. IYK charges 0.38% a year and ITOT 0.03%. The main difference: ITOT costs 0.35% less per year.

  • ITOT costs 0.35% less per year.
  • ITOT is much larger than IYK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ITOT has delivered higher annualized returns.

Side-by-side comparison

IYKITOT
Annual cost (TER)0.38%0.03%
Fund size (AUM)$1.6B$93.4B
Since20002004
Dividend yield2.66%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+25.2%
CAGR 3Y+6.8%+21.5%
CAGR 5Y+6.5%+12.3%
Sharpe 3Y0.311.12
Volatility 1Y12.59%12.69%
Max drawdown-33.19%-35.00%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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