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IYY vs IGSB

iShares Dow Jones U.S. ETF vs iShares 1-5 Year Investment Grade Corporate Bond ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$22.0B

Key differences

IYY is an equity ETF, while IGSB is a fixed income ETF. IYY charges 0.20% a year and IGSB 0.04%.

  • IYY is an equity fund, while IGSB is a fixed income fund. They carry different risk/return profiles.
  • IGSB costs 0.16% less per year.
  • IGSB is much larger than IYY. 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

IYYIGSB
Annual cost (TER)0.20%0.04%
Fund size (AUM)$3.0B$22.0B
Since20002007
Dividend yield0.87%4.54%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+4.2%
CAGR 3Y+22.2%+5.6%
CAGR 5Y+12.5%+2.4%
Sharpe 3Y1.170.76
Volatility 1Y12.31%1.94%
Max drawdown-34.90%-13.38%

Similar to IYY and IGSB