Screener
MXI vs IVV
iShares Global Materials ETF vs iShares Core S&P 500 ETF
Key differences
Both MXI and IVV are equity ETFs. MXI charges 0.39% a year and IVV 0.03%. The main difference: MXI covers global markets; IVV covers North America.
- MXI covers global markets; IVV covers North America.
- IVV costs 0.36% less per year.
- IVV is much larger than MXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MXI | IVV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.03% |
| Fund size (AUM) | $362M | $854.9B |
| Since | 2006 | 2000 |
| Dividend yield | 1.73% | 1.06% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +24.8% |
| CAGR 3Y | +13.9% | +21.9% |
| CAGR 5Y | +6.3% | +13.5% |
| Sharpe 3Y | 0.60 | 1.17 |
| Volatility 1Y | 20.46% | 12.28% |
| Max drawdown | -39.52% | -33.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.