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IYM vs XLB

iShares U.S. Basic Materials ETF vs State Street Materials Select Sector SPDR ETF

IYM

iShares U.S. Basic Materials ETF

iShares

Annual cost

0.38%

Fund size

$1.5B

XLB

State Street Materials Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$7.3B

Key differences

  • XLB costs 0.30% less per year.
  • XLB is significantly larger than IYM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYM has delivered higher annualized returns.

Side-by-side comparison

IYMXLB
Annual cost (TER)0.38%0.08%
Fund size (AUM)$1.5B$7.3B
Since20001998
Dividend yield1.28%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+19.3%
CAGR 3Y+14.7%+11.0%
CAGR 5Y+7.0%+4.6%
Sharpe 3Y0.650.49
Volatility 1Y18.63%16.83%
Max drawdown-42.76%-37.27%

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

Similar to IYM and XLB