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IVE vs CEFA
iShares S&P 500 Value ETF vs Global X S&P Catholic Values Developed ex-U.S. ETF
Key differences
- IVE costs 0.17% less per year.
- IVE is significantly larger than CEFA — larger funds tend to be more liquid and less likely to close.
- IVE covers north america markets; CEFA covers global.
- Over the last 3 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
| IVE | CEFA | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.35% |
| Fund size (AUM) | $49.4B | $46M |
| Since | 2000 | 2020 |
| Dividend yield | 1.54% | 2.71% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.4% | +21.4% |
| CAGR 3Y | +16.3% | +14.8% |
| CAGR 5Y | +11.2% | +7.5% |
| Sharpe 3Y | 0.98 | 0.71 |
| Volatility 1Y | 9.94% | 15.41% |
| Max drawdown | -37.04% | -31.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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