Screener
IVE vs IWB
iShares S&P 500 Value ETF vs iShares Russell 1000 ETF
Key differences
Both IVE and IWB are equity ETFs. IVE charges 0.18% a year and IWB 0.15%. The main difference: Over the last three years, IWB has delivered higher annualized returns.
- Over the last three years, IWB has delivered higher annualized returns.
Side-by-side comparison
| IVE | IWB | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $48.3B | $48.9B |
| Since | 2000 | 2000 |
| Dividend yield | 1.52% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.1% | +21.6% |
| CAGR 3Y | +15.3% | +20.6% |
| CAGR 5Y | +10.4% | +12.4% |
| Sharpe 3Y | 0.91 | 1.09 |
| Volatility 1Y | 9.90% | 12.29% |
| Max drawdown | -37.04% | -34.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.