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USPX vs ITOT

Franklin U.S. Equity Index ETF vs iShares Core S&P Total U.S. Stock Market ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

ITOT

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

iShares

Annual cost

0.03%

Fund size

$88.9B

Key differences

  • ITOT is significantly larger than USPX — 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

USPXITOT
Annual cost (TER)0.03%0.03%
Fund size (AUM)$1.8B$88.9B
Since20162004
Dividend yield1.09%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+29.5%
CAGR 3Y+23.3%+22.8%
CAGR 5Y+12.6%+12.9%
Sharpe 3Y1.221.20
Volatility 1Y12.24%12.36%
Max drawdown-31.21%-35.00%

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

Similar to USPX and ITOT