Screener
SPXE vs IYE
ProShares S&P 500 ex-Energy ETF vs iShares U.S. Energy ETF
Key differences
- SPXE costs 0.29% less per year.
- IYE is significantly larger than SPXE — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPXE has delivered higher annualized returns.
- IYE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPXE | IYE | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.38% |
| Fund size (AUM) | $80M | $1.8B |
| Since | 2015 | 2000 |
| Dividend yield | 0.96% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +48.3% |
| CAGR 3Y | +23.3% | +18.2% |
| CAGR 5Y | +13.7% | +20.2% |
| Sharpe 3Y | 1.23 | 0.73 |
| Volatility 1Y | 12.59% | 19.70% |
| Max drawdown | -32.27% | -68.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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