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IJS vs IVE

iShares S&P Small-Cap 600 Value ETF vs iShares S&P 500 Value ETF

IJS

iShares S&P Small-Cap 600 Value ETF

iShares

Annual cost

0.18%

Fund size

$7.9B

IVE

iShares S&P 500 Value ETF

iShares

Annual cost

0.18%

Fund size

$49.4B

Key differences

  • IVE is significantly larger than IJS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IVE has delivered higher annualized returns.

Side-by-side comparison

IJSIVE
Annual cost (TER)0.18%0.18%
Fund size (AUM)$7.9B$49.4B
Since20002000
Dividend yield1.31%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+23.3%
CAGR 3Y+14.8%+16.5%
CAGR 5Y+5.8%+10.9%
Sharpe 3Y0.591.00
Volatility 1Y18.46%9.97%
Max drawdown-47.68%-37.04%

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

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