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IYY vs URTH

iShares Dow Jones U.S. ETF vs iShares MSCI World ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$2.9B

URTH

iShares MSCI World ETF

Annual cost

0.24%

Fund size

$9.2B

Key differences

  • URTH is significantly larger than IYY — larger funds tend to be more liquid and less likely to close.
  • IYY covers north america markets; URTH covers global.
  • Over the last 3 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

IYYURTH
Annual cost (TER)0.20%0.24%
Fund size (AUM)$2.9B$9.2B
Since20002012
Dividend yield0.91%1.40%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+30.4%+28.7%
CAGR 3Y+22.8%+21.1%
CAGR 5Y+13.4%+12.5%
Sharpe 3Y1.211.17
Volatility 1Y12.15%12.17%
Max drawdown-34.90%-34.01%

Similar to IYY and URTH