Screener
IVE vs FTCS
iShares S&P 500 Value ETF vs First Trust Capital Strength ETF
Key differences
Both IVE and FTCS are equity ETFs. IVE charges 0.18% a year and FTCS 0.53%. The main difference: IVE costs 0.35% less per year.
- IVE costs 0.35% less per year.
- IVE is much larger than FTCS. Larger funds are usually more liquid and less likely to close.
- Over the last three 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 | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.53% |
| Fund size (AUM) | $48.3B | $7.7B |
| Since | 2000 | 2006 |
| Dividend yield | 1.52% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.1% | +4.3% |
| CAGR 3Y | +15.3% | +10.0% |
| CAGR 5Y | +10.4% | +5.8% |
| Sharpe 3Y | 0.91 | 0.59 |
| Volatility 1Y | 9.90% | 9.96% |
| Max drawdown | -37.04% | -31.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.