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IUSV vs CHRI

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

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

CHRI

Global X S&P 500 Christian Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$5M

Key differences

  • IUSV costs 0.25% less per year.
  • IUSV is significantly larger than CHRI — larger funds tend to be more liquid and less likely to close.
  • IUSV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSVCHRI
Annual cost (TER)0.04%0.29%
Fund size (AUM)$25.6B$5M
Since20002025
Dividend yield1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%N/A
CAGR 3Y+16.4%N/A
CAGR 5Y+11.1%N/A
Sharpe 3Y0.98N/A
Volatility 1Y10.12%
Max drawdown-37.54%-9.36%

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

Similar to IUSV and CHRI