Screener
IVE vs IYC
iShares S&P 500 Value ETF vs iShares US Consumer Discretionary ETF
Key differences
Both IVE and IYC are equity ETFs. IVE charges 0.18% a year and IYC 0.38%. The main difference: IVE costs 0.20% less per year.
- IVE costs 0.20% less per year.
- IVE is much larger than IYC. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IVE | IYC | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.38% |
| Fund size (AUM) | $48.3B | $1.2B |
| Since | 2000 | 2000 |
| Dividend yield | 1.52% | 0.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.0% | +4.7% |
| CAGR 3Y | +15.7% | +15.7% |
| CAGR 5Y | +10.8% | +6.6% |
| Sharpe 3Y | 0.94 | 0.72 |
| Volatility 1Y | 9.95% | 14.44% |
| Max drawdown | -37.04% | -35.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.