Skip to content
Beacon
Screener

IVE vs CHRI

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

IVE

iShares S&P 500 Value ETF

iShares

Annual cost

0.18%

Fund size

$49.4B

CHRI

Global X S&P 500 Christian Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$5M

Key differences

  • IVE costs 0.11% less per year.
  • IVE is significantly larger than CHRI — larger funds tend to be more liquid and less likely to close.
  • IVE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVECHRI
Annual cost (TER)0.18%0.29%
Fund size (AUM)$49.4B$5M
Since20002025
Dividend yield1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.4%N/A
CAGR 3Y+16.3%N/A
CAGR 5Y+11.2%N/A
Sharpe 3Y0.98N/A
Volatility 1Y9.94%
Max drawdown-37.04%-9.36%

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

Similar to IVE and CHRI