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IYY vs TSPA

iShares Dow Jones U.S. ETF vs T. Rowe Price US Equity Research ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

Key differences

Both IYY and TSPA are equity ETFs. IYY charges 0.20% a year and TSPA 0.34%. The main difference: IYY costs 0.14% less per year.

  • IYY costs 0.14% less per year.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYYTSPA
Annual cost (TER)0.20%0.34%
Fund size (AUM)$3.0B$3.4B
Since20002021
Dividend yield0.87%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+24.7%
CAGR 3Y+22.2%+23.0%
CAGR 5Y+12.5%N/A
Sharpe 3Y1.171.22
Volatility 1Y12.31%12.59%
Max drawdown-34.90%-24.72%

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

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