Screener
SVAL vs IVE
iShares US Small Cap Value Factor ETF vs iShares S&P 500 Value ETF
Key differences
Both SVAL and IVE are equity ETFs. SVAL charges 0.20% a year and IVE 0.18%. The main difference: IVE is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- IVE is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | IVE | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $187M | $48.3B |
| Since | 2020 | 2000 |
| Dividend yield | 2.26% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +21.0% |
| CAGR 3Y | +17.2% | +15.7% |
| CAGR 5Y | +7.3% | +10.8% |
| Sharpe 3Y | 0.68 | 0.94 |
| Volatility 1Y | 17.84% | 9.95% |
| Max drawdown | -27.44% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.