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IYY vs CLIX

iShares Dow Jones U.S. ETF vs ProShares Long Online/Short Stores ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

CLIX

ProShares Long Online/Short Stores ETF

Annual cost

0.65%

Fund size

$7M

Key differences

Both IYY and CLIX are equity ETFs. IYY charges 0.20% a year and CLIX 0.65%. The main difference: IYY follows a index tracking strategy; CLIX uses inverse.

  • IYY follows a index tracking strategy; CLIX uses inverse.
  • IYY costs 0.45% less per year.
  • IYY is much larger than CLIX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYYCLIX
Annual cost (TER)0.20%0.65%
Fund size (AUM)$3.0B$7M
Since20002017
Dividend yield0.87%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+25.7%+7.5%
CAGR 3Y+21.9%+18.3%
CAGR 5Y+12.6%-6.8%
Sharpe 3Y1.160.74
Volatility 1Y12.29%21.01%
Max drawdown-34.90%-73.21%

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

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