Screener
IVE vs KXI
iShares S&P 500 Value ETF vs iShares Global Consumer Staples ETF
Key differences
Both IVE and KXI are equity ETFs. IVE charges 0.18% a year and KXI 0.39%. The main difference: IVE covers North America; KXI covers global markets.
- IVE covers North America; KXI covers global markets.
- IVE costs 0.21% less per year.
- IVE is much larger than KXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVE has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | KXI | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.39% |
| Fund size (AUM) | $48.3B | $1.0B |
| Since | 2000 | 2006 |
| Dividend yield | 1.52% | 2.20% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.0% | +6.9% |
| CAGR 3Y | +15.7% | +7.6% |
| CAGR 5Y | +10.8% | +4.6% |
| Sharpe 3Y | 0.94 | 0.38 |
| Volatility 1Y | 9.95% | 11.94% |
| Max drawdown | -37.04% | -24.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.