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IYY vs IUSB

iShares Dow Jones U.S. ETF vs iShares Core Universal USD Bond ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$39.8B

Key differences

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

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

IYYIUSB
Annual cost (TER)0.20%0.06%
Fund size (AUM)$3.0B$39.8B
Since20002014
Dividend yield0.87%4.24%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+4.6%
CAGR 3Y+22.2%+4.3%
CAGR 5Y+12.5%+0.4%
Sharpe 3Y1.170.16
Volatility 1Y12.31%3.60%
Max drawdown-34.90%-17.90%

Similar to IYY and IUSB