Skip to content
Beacon
Screener

XCHG vs IYY

Ab US Equity ETF vs iShares Dow Jones U.S. ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • IYY costs 0.30% less per year.
  • IYY is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • XCHG follows a active selection strategy; IYY uses index tracking.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGIYY
Annual cost (TER)0.50%0.20%
Fund size (AUM)$685M$2.9B
Since20252000
Dividend yield0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.8%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.0%
Sharpe 3YN/A1.21
Volatility 1Y12.15%
Max drawdown-9.67%-34.90%

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

Similar to XCHG and IYY