Screener
IVE vs IWD
iShares S&P 500 Value ETF vs iShares Russell 1000 Value ETF
Key differences
Both IVE and IWD are equity ETFs. IVE charges 0.18% a year and IWD 0.18%. The main difference: Over the last three years, IWD has delivered higher annualized returns.
- Over the last three years, IWD has delivered higher annualized returns.
Side-by-side comparison
| IVE | IWD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $48.3B | $75.6B |
| Since | 2000 | 2000 |
| Dividend yield | 1.52% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.1% | +25.4% |
| CAGR 3Y | +15.3% | +17.9% |
| CAGR 5Y | +10.4% | +9.9% |
| Sharpe 3Y | 0.91 | 1.05 |
| Volatility 1Y | 9.90% | 11.00% |
| Max drawdown | -37.04% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.