Screener
IEDI vs IVE
iShares U.S. Consumer Focused ETF vs iShares S&P 500 Value ETF
Key differences
Both IEDI and IVE are equity ETFs. IEDI charges 0.18% a year and IVE 0.18%. The main difference: IEDI follows a active selection strategy; IVE uses index tracking.
- IEDI follows a active selection strategy; IVE uses index tracking.
- IVE is much larger than IEDI. 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
| IEDI | IVE | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $27M | $48.3B |
| Since | 2018 | 2000 |
| Dividend yield | 0.97% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.3% | +21.0% |
| CAGR 3Y | +14.4% | +15.7% |
| CAGR 5Y | +6.8% | +10.8% |
| Sharpe 3Y | 0.73 | 0.94 |
| Volatility 1Y | 13.51% | 9.95% |
| Max drawdown | -30.60% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.