Screener
KXI vs IVE
iShares Global Consumer Staples ETF vs iShares S&P 500 Value ETF
Key differences
Both KXI and IVE are equity ETFs. KXI charges 0.39% a year and IVE 0.18%. The main difference: KXI covers global markets; IVE covers North America.
- KXI covers global markets; IVE covers North America.
- 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
| KXI | IVE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.18% |
| Fund size (AUM) | $1.0B | $48.3B |
| Since | 2006 | 2000 |
| Dividend yield | 2.20% | 1.52% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +21.0% |
| CAGR 3Y | +7.6% | +15.7% |
| CAGR 5Y | +4.6% | +10.8% |
| Sharpe 3Y | 0.38 | 0.94 |
| Volatility 1Y | 11.94% | 9.95% |
| Max drawdown | -24.59% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.