Screener
FMCE vs IVE
FM Compounders Equity ETF vs iShares S&P 500 Value ETF
Key differences
Both FMCE and IVE are equity ETFs. FMCE charges 0.72% a year and IVE 0.18%. The main difference: FMCE follows a active selection strategy; IVE uses index tracking.
- FMCE follows a active selection strategy; IVE uses index tracking.
- IVE costs 0.54% less per year.
- IVE is much larger than FMCE. Larger funds are usually 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
| FMCE | IVE | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.18% |
| Fund size (AUM) | $68M | $48.3B |
| Since | 2024 | 2000 |
| Dividend yield | 0.77% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +21.0% |
| CAGR 3Y | N/A | +15.7% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | 12.61% | 9.95% |
| Max drawdown | -11.69% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.