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MXI vs ITOT

iShares Global Materials ETF vs iShares Core S&P Total U.S. Stock Market ETF

MXI

iShares Global Materials ETF

Annual cost

0.39%

Fund size

$362M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Annual cost

0.03%

Fund size

$93.4B

Key differences

Both MXI and ITOT are equity ETFs. MXI charges 0.39% a year and ITOT 0.03%. The main difference: MXI covers global markets; ITOT covers North America.

  • MXI covers global markets; ITOT covers North America.
  • ITOT costs 0.36% less per year.
  • ITOT is much larger than MXI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ITOT has delivered higher annualized returns.

Side-by-side comparison

MXIITOT
Annual cost (TER)0.39%0.03%
Fund size (AUM)$362M$93.4B
Since20062004
Dividend yield1.73%0.98%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+25.2%
CAGR 3Y+13.9%+21.5%
CAGR 5Y+6.3%+12.3%
Sharpe 3Y0.601.12
Volatility 1Y20.46%12.69%
Max drawdown-39.52%-35.00%

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

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