IUSV vs IVE

Both IUSV and IVE are ETFs. IUSV has a higher 5-year return than IVE (9.47% vs 9.39%). IUSV has a lower expense ratio than IVE (0.04% vs 0.18%). Below is the comparison between IUSV and IVE.

IUSV IVE
Segment Equity: U.S. - Total Market Value Equity: U.S. - Large Cap Value
Issuer BlackRock BlackRock
Net Assets $5.54B $14.43B
Expense Ratio 0.04% 0.18%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.86% 2.74%
Underlying Index S&P 900 Value Index S&P 500 Value Index
YTD Return -0.85% -1.09%
1-Year Return 1.84% 1.55%
3-Year Return 7.43% 7.45%
5-Year Return 9.47% 9.39%
10-Year Return 11.19% 11.15%

IUSV description

The Fund seeks to track the investment results of S&P 900 Value Index. Under normal market conditions, the Fund generally invests at least 90% of its net assets in securities of the Underlying Index, designed to measure the performance of the large- and mid-capitalization value sector of the US equity market.

IUSV performance & returns

YTD Return -0.85%
1-Month Return 11.74%
3-Month Return 9.74%
1-Year Return 1.84%
3-Year Return 7.43%
5-Year Return 9.47%
10-Year Return 11.19%
IUSV expense ratio is 0.04%.

IUSV holdings

Top 10 Holdings (19.36% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.51%
UnitedHealth Group Inc UNH 2.55%
Verizon Communications Inc VZ 2.07%
Johnson & Johnson JNJ 1.84%
Pfizer Inc PFE 1.73%
Walmart Inc WMT 1.69%
AT&T Inc T 1.69%
Bank of America Corp BAC 1.59%
JPMorgan Chase & Co JPM 1.36%
Cisco Systems Inc CSCO 1.33%

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IVE description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500/BARRA Value Index. The Index measures the performance of the large capitalization value sector of the US equity market. Uses a replication strategy.

IVE performance & returns

YTD Return -1.09%
1-Month Return 11.23%
3-Month Return 9.05%
1-Year Return 1.55%
3-Year Return 7.45%
5-Year Return 9.39%
10-Year Return 11.15%
IVE expense ratio is 0.18%.

IVE holdings

Top 10 Holdings (20.72% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.76%
UnitedHealth Group Inc UNH 2.72%
Verizon Communications Inc VZ 2.21%
Johnson & Johnson JNJ 1.97%
Pfizer Inc PFE 1.85%
Walmart Inc WMT 1.81%
AT&T Inc T 1.81%
Bank of America Corp BAC 1.70%
JPMorgan Chase & Co JPM 1.46%
Cisco Systems Inc CSCO 1.43%

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