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IYM vs EXI

iShares U.S. Basic Materials ETF vs iShares Global Industrials ETF

IYM

iShares U.S. Basic Materials ETF

Annual cost

0.38%

Fund size

$1.4B

EXI

iShares Global Industrials ETF

Annual cost

0.39%

Fund size

$1.4B

Key differences

Both IYM and EXI are equity ETFs. IYM charges 0.38% a year and EXI 0.39%. The main difference: IYM covers North America; EXI covers global markets.

  • IYM covers North America; EXI covers global markets.
  • Over the last three years, EXI has delivered higher annualized returns.
  • IYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYMEXI
Annual cost (TER)0.38%0.39%
Fund size (AUM)$1.4B$1.4B
Since20002006
Dividend yield1.26%1.18%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+20.7%
CAGR 3Y+15.7%+21.3%
CAGR 5Y+6.8%+11.0%
Sharpe 3Y0.691.08
Volatility 1Y18.95%16.02%
Max drawdown-42.76%-39.56%

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

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