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IYY vs SLQD

iShares Dow Jones U.S. ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.06%

Fund size

$2.3B

Key differences

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

  • IYY is an equity fund, while SLQD is a fixed income fund. They carry different risk/return profiles.
  • SLQD 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

IYYSLQD
Annual cost (TER)0.20%0.06%
Fund size (AUM)$3.0B$2.3B
Since20002013
Dividend yield0.87%4.28%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+4.1%
CAGR 3Y+22.2%+5.3%
CAGR 5Y+12.5%+2.5%
Sharpe 3Y1.170.80
Volatility 1Y12.31%1.50%
Max drawdown-34.90%-12.69%

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