Skip to content
Beacon
Screener

MXI vs IYE

iShares Global Materials ETF vs iShares U.S. Energy ETF

MXI

iShares Global Materials ETF

iShares

Annual cost

0.39%

Fund size

$325M

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • IYE is significantly larger than MXI — larger funds tend to be more liquid and less likely to close.
  • MXI covers global markets; IYE covers north america.
  • Over the last 3 years, IYE has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MXIIYE
Annual cost (TER)0.39%0.38%
Fund size (AUM)$325M$1.8B
Since20062000
Dividend yield1.78%2.10%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+48.3%
CAGR 3Y+13.3%+18.2%
CAGR 5Y+5.8%+20.2%
Sharpe 3Y0.580.73
Volatility 1Y19.38%19.70%
Max drawdown-39.52%-68.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MXI and IYE