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TOPT vs ITOT

iShares Top 20 U.S. Stocks ETF vs iShares Core S&P Total U.S. Stock Market ETF

TOPT

iShares Top 20 U.S. Stocks ETF

Annual cost

0.20%

Fund size

$582M

ITOT

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

Annual cost

0.03%

Fund size

$88.9B

Key differences

  • ITOT costs 0.17% less per year.
  • ITOT is significantly larger than TOPT — larger funds tend to be more liquid and less likely to close.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TOPTITOT
Annual cost (TER)0.20%0.03%
Fund size (AUM)$582M$88.9B
Since20242004
Dividend yield0.38%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.7%+31.1%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.20
Volatility 1Y13.83%12.35%
Max drawdown-21.21%-35.00%

Similar to TOPT and ITOT