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