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ABEQ vs IVOV
Absolute Select Value ETF vs Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Key differences
- IVOV costs 0.75% less per year.
- IVOV is significantly larger than ABEQ — larger funds tend to be more liquid and less likely to close.
- ABEQ follows a active selection strategy; IVOV uses index tracking.
- Over the last 3 years, IVOV has delivered higher annualized returns.
- IVOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ABEQ | IVOV | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.10% |
| Fund size (AUM) | $142M | $1.4B |
| Since | 2020 | 2010 |
| Dividend yield | 1.19% | 1.68% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.9% | +20.8% |
| CAGR 3Y | +11.7% | +14.2% |
| CAGR 5Y | +7.2% | +7.2% |
| Sharpe 3Y | 0.82 | 0.63 |
| Volatility 1Y | 8.93% | 15.44% |
| Max drawdown | -27.82% | -45.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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