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IYM vs IVV

iShares U.S. Basic Materials ETF vs iShares Core S&P 500 ETF

IYM

iShares U.S. Basic Materials ETF

iShares

Annual cost

0.38%

Fund size

$1.5B

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV costs 0.35% less per year.
  • IVV is significantly larger than IYM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IVV has delivered higher annualized returns.

Side-by-side comparison

IYMIVV
Annual cost (TER)0.38%0.03%
Fund size (AUM)$1.5B$797.5B
Since20002000
Dividend yield1.28%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+29.5%
CAGR 3Y+14.7%+23.2%
CAGR 5Y+7.0%+14.0%
Sharpe 3Y0.651.25
Volatility 1Y18.63%11.96%
Max drawdown-42.76%-33.90%

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

Similar to IYM and IVV