Screener
IVE vs ISVL
iShares S&P 500 Value ETF vs iShares International Developed Small Cap Value Factor ETF
Key differences
Both IVE and ISVL are equity ETFs. IVE charges 0.18% a year and ISVL 0.31%. The main difference: IVE covers North America; ISVL covers global markets excluding the US.
- IVE covers North America; ISVL covers global markets excluding the US.
- IVE costs 0.13% less per year.
- IVE is much larger than ISVL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ISVL has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | ISVL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.31% |
| Fund size (AUM) | $48.3B | $326M |
| Since | 2000 | 2021 |
| Dividend yield | 1.52% | 2.43% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.0% | +29.6% |
| CAGR 3Y | +15.7% | +22.1% |
| CAGR 5Y | +10.8% | +10.5% |
| Sharpe 3Y | 0.94 | 1.14 |
| Volatility 1Y | 9.95% | 14.80% |
| Max drawdown | -37.04% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.