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SPYG vs IVE

State Street SPDR Portfolio S&P 500 Growth ETF vs iShares S&P 500 Value ETF

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$49.5B

IVE

iShares S&P 500 Value ETF

iShares

Annual cost

0.18%

Fund size

$49.4B

Key differences

  • SPYG costs 0.14% less per year.
  • Over the last 3 years, SPYG has delivered higher annualized returns.

Side-by-side comparison

SPYGIVE
Annual cost (TER)0.04%0.18%
Fund size (AUM)$49.5B$49.4B
Since20002000
Dividend yield0.50%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+23.3%
CAGR 3Y+28.8%+16.5%
CAGR 5Y+16.1%+10.9%
Sharpe 3Y1.241.00
Volatility 1Y16.15%9.97%
Max drawdown-32.67%-37.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPYG and IVE