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IVW vs IVE
Both IVW and IVE are ETFs. IVW has a higher 5-year return than IVE (11.78% vs 3.86%). IVW and IVE have the same expense ratio (0.18%). Below is the comparison between IVW and IVE.
|Segment||Equity: U.S. - Large Cap Value||Equity: U.S. - Large Cap Growth|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||S&P 500 Value Index||S&P 500 Growth Index|
The Fund seeks investment results corresponding generally to price and yield performance, before fees and expenses, of the S&P 500/BARRA Growth Index. Uses a replication strategy to track the Index. The Index is a subset of the S&P 500 Index and consists of firms with the highest price-to-book ratios in the Index.
IVW performance & returns
Top 10 Holdings (41.31% of Total Assets)
|Facebook Inc A||FB||3.32%|
|Alphabet Inc A||GOOGL||2.88%|
|Alphabet Inc Class C||GOOG||2.88%|
|Visa Inc Class A||V||2.28%|
|Mastercard Inc A||MA||1.78%|
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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
Top 10 Holdings (22.26% of Total Assets)
|Berkshire Hathaway Inc B||BRK.B||3.85%|
|UnitedHealth Group Inc||UNH||2.54%|
|Verizon Communications Inc||VZ||2.39%|
|Johnson & Johnson||JNJ||2.15%|
|Bank of America Corp||BAC||1.85%|
|Cisco Systems Inc||CSCO||1.79%|
|Exxon Mobil Corp||XOM||1.73%|
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