Screener
IYK vs IVE
iShares US Consumer Staples ETF vs iShares S&P 500 Value ETF
Key differences
Both IYK and IVE are equity ETFs. IYK 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 IYK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVE has delivered higher annualized returns.
Side-by-side comparison
| IYK | IVE | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.18% |
| Fund size (AUM) | $1.6B | $48.3B |
| Since | 2000 | 2000 |
| Dividend yield | 2.66% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.2% | +21.0% |
| CAGR 3Y | +6.8% | +15.7% |
| CAGR 5Y | +6.5% | +10.8% |
| Sharpe 3Y | 0.31 | 0.94 |
| Volatility 1Y | 12.59% | 9.95% |
| Max drawdown | -33.19% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.