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IYK vs IVV

iShares US Consumer Staples ETF vs iShares Core S&P 500 ETF

IYK

iShares US Consumer Staples ETF

Annual cost

0.38%

Fund size

$1.6B

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

Key differences

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

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

Side-by-side comparison

IYKIVV
Annual cost (TER)0.38%0.03%
Fund size (AUM)$1.6B$854.9B
Since20002000
Dividend yield2.66%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+24.8%
CAGR 3Y+6.8%+21.9%
CAGR 5Y+6.5%+13.5%
Sharpe 3Y0.311.17
Volatility 1Y12.59%12.28%
Max drawdown-33.19%-33.90%

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

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