Screener
IVE vs IWN
iShares S&P 500 Value ETF vs iShares Russell 2000 Value ETF
Key differences
Both IVE and IWN are equity ETFs. IVE charges 0.18% a year and IWN 0.24%. The main difference: IVE costs 0.06% less per year.
- IVE costs 0.06% less per year.
- IVE is much larger than IWN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWN has delivered higher annualized returns.
Side-by-side comparison
| IVE | IWN | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.24% |
| Fund size (AUM) | $48.3B | $14.0B |
| Since | 2000 | 2000 |
| Dividend yield | 1.52% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.1% | +37.7% |
| CAGR 3Y | +15.3% | +18.1% |
| CAGR 5Y | +10.4% | +6.4% |
| Sharpe 3Y | 0.91 | 0.74 |
| Volatility 1Y | 9.90% | 17.96% |
| Max drawdown | -37.04% | -46.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.