Screener
IVE vs SVAL
iShares S&P 500 Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both IVE and SVAL are equity ETFs. IVE charges 0.18% a year and SVAL 0.20%. The main difference: IVE is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- IVE is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.20% |
| Fund size (AUM) | $48.3B | $187M |
| Since | 2000 | 2020 |
| Dividend yield | 1.52% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.0% | +38.5% |
| CAGR 3Y | +15.7% | +17.2% |
| CAGR 5Y | +10.8% | +7.3% |
| Sharpe 3Y | 0.94 | 0.68 |
| Volatility 1Y | 9.95% | 17.84% |
| Max drawdown | -37.04% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.