IVV vs IVE

Both IVV and IVE are ETFs. IVV has a higher 5-year return than IVE (13.59% vs 8.17%). IVV has a lower expense ratio than IVE (0.04% vs 0.18%). Below is the comparison between IVV and IVE.

IVE IVV
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap
Issuer BlackRock BlackRock
Net Assets $14.43B $175.29B
Expense Ratio 0.18% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.74% 2.34%
Underlying Index S&P 500 Value Index S&P 500
YTD Return -8.34% 9.42%
1-Year Return 0.17% 18.62%
3-Year Return 4.91% 12.97%
5-Year Return 8.17% 13.59%
10-Year Return 10.33% 13.73%

IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 9.42%
1-Month Return 2.90%
3-Month Return 8.70%
1-Year Return 18.62%
3-Year Return 12.97%
5-Year Return 13.59%
10-Year Return 13.73%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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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 -8.34%
1-Month Return 1.21%
3-Month Return 4.91%
1-Year Return 0.17%
3-Year Return 4.91%
5-Year Return 8.17%
10-Year Return 10.33%
IVE expense ratio is 0.18%.

IVE holdings

Top 10 Holdings (21.14% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.32%
UnitedHealth Group Inc UNH 2.68%
Verizon Communications Inc VZ 2.18%
Johnson & Johnson JNJ 2.06%
AT&T Inc T 2.06%
Cisco Systems Inc CSCO 1.89%
Exxon Mobil Corp XOM 1.81%
Bank of America Corp BAC 1.78%
Pfizer Inc PFE 1.74%
Walmart Inc WMT 1.62%

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