IVE vs VTV

Both IVE and VTV are ETFs. IVE has a lower 5-year return than VTV (9.39% vs 9.93%). IVE has a higher expense ratio than VTV (0.18% vs 0.04%). Below is the comparison between IVE and VTV.

IVE VTV
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Value
Issuer BlackRock Vanguard
Net Assets $14.43B $44.94B
Expense Ratio 0.18% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.74% 3.07%
Underlying Index S&P 500 Value Index CRSP US Large Cap Value Index
YTD Return -1.09% -0.13%
1-Year Return 1.55% 2.19%
3-Year Return 7.45% 7.51%
5-Year Return 9.39% 9.93%
10-Year Return 11.15% 11.74%

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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VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -0.13%
1-Month Return 11.62%
3-Month Return 9.33%
1-Year Return 2.19%
3-Year Return 7.51%
5-Year Return 9.93%
10-Year Return 11.74%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.17% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.16%
Johnson & Johnson JNJ 2.94%
Procter & Gamble Co PG 2.78%
JPMorgan Chase & Co JPM 2.44%
UnitedHealth Group Inc UNH 2.36%
Verizon Communications Inc VZ 1.92%
The Walt Disney Co DIS 1.79%
Pfizer Inc PFE 1.61%
Walmart Inc WMT 1.60%
Comcast Corp Class A CMCSA 1.57%

Other relevant VTV comparisons

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