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IYY vs ISTB

iShares Dow Jones U.S. ETF vs iShares Core 1-5 Year USD Bond ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

IYY is an equity ETF, while ISTB is a fixed income ETF. IYY charges 0.20% a year and ISTB 0.06%.

  • IYY is an equity fund, while ISTB is a fixed income fund. They carry different risk/return profiles.
  • ISTB costs 0.14% less per year.
  • 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

IYYISTB
Annual cost (TER)0.20%0.06%
Fund size (AUM)$3.0B$4.7B
Since20002012
Dividend yield0.87%4.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+3.8%
CAGR 3Y+22.2%+4.8%
CAGR 5Y+12.5%+1.8%
Sharpe 3Y1.170.50
Volatility 1Y12.31%1.78%
Max drawdown-34.90%-9.34%

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