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CHRI vs IVE

Global X S&P 500 Christian Values ETF vs iShares S&P 500 Value ETF

CHRI

Global X S&P 500 Christian Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$5M

IVE

iShares S&P 500 Value ETF

iShares

Annual cost

0.18%

Fund size

$49.4B

Key differences

  • IVE costs 0.11% less per year.
  • IVE is significantly larger than CHRI — larger funds tend to be more liquid and less likely to close.
  • IVE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CHRIIVE
Annual cost (TER)0.29%0.18%
Fund size (AUM)$5M$49.4B
Since20252000
Dividend yield1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+24.4%
CAGR 3YN/A+16.3%
CAGR 5YN/A+11.2%
Sharpe 3YN/A0.98
Volatility 1Y9.94%
Max drawdown-9.36%-37.04%

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

Similar to CHRI and IVE