Screener
IVE vs BLCV
iShares S&P 500 Value ETF vs iShares Large Cap Value Active ETF
Key differences
Both IVE and BLCV are equity ETFs. IVE charges 0.18% a year and BLCV 0.46%. The main difference: IVE follows a index tracking strategy; BLCV uses active selection.
- IVE follows a index tracking strategy; BLCV uses active selection.
- IVE costs 0.28% less per year.
- IVE is much larger than BLCV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BLCV has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | BLCV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.46% |
| Fund size (AUM) | $48.3B | $325M |
| Since | 2000 | 2023 |
| Dividend yield | 1.52% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.0% | +22.0% |
| CAGR 3Y | +15.7% | +18.9% |
| CAGR 5Y | +10.8% | N/A |
| Sharpe 3Y | 0.94 | 1.14 |
| Volatility 1Y | 9.95% | 11.89% |
| Max drawdown | -37.04% | -13.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.