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IYM vs SMN

iShares U.S. Basic Materials ETF vs ProShares UltraShort Materials

IYM

iShares U.S. Basic Materials ETF

iShares

Annual cost

0.38%

Fund size

$1.5B

SMN

ProShares UltraShort Materials

ProShares

Annual cost

0.95%

Fund size

$3M

Key differences

  • IYM costs 0.57% less per year.
  • IYM is significantly larger than SMN — larger funds tend to be more liquid and less likely to close.
  • IYM follows a index tracking strategy; SMN uses inverse.
  • Over the last 3 years, IYM has delivered higher annualized returns.
  • IYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYMSMN
Annual cost (TER)0.38%0.95%
Fund size (AUM)$1.5B$3M
Since20002007
Dividend yield1.28%4.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+40.5%-31.2%
CAGR 3Y+15.1%-16.8%
CAGR 5Y+8.0%-14.9%
Sharpe 3Y0.67-0.46
Volatility 1Y18.73%34.14%
Max drawdown-42.76%-95.39%

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

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