Skip to content
Beacon
Screener

VALQ vs IUSV

American Century U.S. Quality Value ETF vs iShares Core S&P U.S. Value ETF

VALQ

American Century U.S. Quality Value ETF

American Century Investments

Annual cost

0.29%

Fund size

$306M

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV costs 0.25% less per year.
  • IUSV is significantly larger than VALQ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IUSV has delivered higher annualized returns.
  • IUSV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VALQIUSV
Annual cost (TER)0.29%0.04%
Fund size (AUM)$306M$25.6B
Since20182000
Dividend yield1.80%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.3%+23.4%
CAGR 3Y+15.4%+16.5%
CAGR 5Y+8.7%+10.8%
Sharpe 3Y0.920.99
Volatility 1Y11.27%10.14%
Max drawdown-38.19%-37.54%

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

Similar to VALQ and IUSV