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IYM vs PYZ
iShares U.S. Basic Materials ETF vs Invesco DWA Basic Materials Momentum ETF
Key differences
- IYM costs 0.22% less per year.
- IYM is significantly larger than PYZ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PYZ has delivered higher annualized returns.
- IYM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYM | PYZ | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.60% |
| Fund size (AUM) | $1.5B | $103M |
| Since | 2000 | 2006 |
| Dividend yield | 1.28% | 0.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +46.0% |
| CAGR 3Y | +14.7% | +17.7% |
| CAGR 5Y | +7.0% | +7.3% |
| Sharpe 3Y | 0.65 | 0.67 |
| Volatility 1Y | 18.63% | 25.50% |
| Max drawdown | -42.76% | -52.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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