Screener
ANEW vs IVE
ProShares MSCI Transformational Changes ETF vs iShares S&P 500 Value ETF
Key differences
Both ANEW and IVE are equity ETFs. ANEW charges 0.45% a year and IVE 0.18%. The main difference: ANEW covers global markets; IVE covers North America.
- ANEW covers global markets; IVE covers North America.
- IVE costs 0.27% less per year.
- IVE is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVE has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ANEW | IVE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.18% |
| Fund size (AUM) | $8M | $48.3B |
| Since | 2020 | 2000 |
| Dividend yield | 0.61% | 1.52% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.6% | +21.0% |
| CAGR 3Y | +13.1% | +15.7% |
| CAGR 5Y | +3.3% | +10.8% |
| Sharpe 3Y | 0.64 | 0.94 |
| Volatility 1Y | 13.62% | 9.95% |
| Max drawdown | -39.87% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.