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IYY vs USIG

iShares Dow Jones U.S. ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$17.4B

Key differences

IYY is an equity ETF, while USIG is a fixed income ETF. IYY charges 0.20% a year and USIG 0.04%.

  • IYY is an equity fund, while USIG is a fixed income fund. They carry different risk/return profiles.
  • IYY covers North America; USIG covers global markets.
  • USIG costs 0.16% less per year.
  • USIG 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

IYYUSIG
Annual cost (TER)0.20%0.04%
Fund size (AUM)$3.0B$17.4B
Since20002007
Dividend yield0.87%4.69%
Asset classequityfixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+5.0%
CAGR 3Y+22.2%+5.3%
CAGR 5Y+12.5%+0.7%
Sharpe 3Y1.170.32
Volatility 1Y12.31%4.12%
Max drawdown-34.90%-21.45%

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