Screener
IVE vs XVV
iShares S&P 500 Value ETF vs iShares ESG Select Screened S&P 500 ETF
Key differences
- XVV costs 0.10% less per year.
- IVE is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XVV has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | XVV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.08% |
| Fund size (AUM) | $49.4B | $636M |
| Since | 2000 | 2020 |
| Dividend yield | 1.54% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.4% | +29.8% |
| CAGR 3Y | +16.3% | +23.1% |
| CAGR 5Y | +11.2% | +14.1% |
| Sharpe 3Y | 0.98 | 1.17 |
| Volatility 1Y | 9.94% | 12.83% |
| Max drawdown | -37.04% | -27.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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