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.

IVE IVW
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Growth
Issuer BlackRock BlackRock
Net Assets $14.43B $25.3B
Expense Ratio 0.18% 0.18%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.74% 1.62%
Underlying Index S&P 500 Value Index S&P 500 Growth Index
YTD Return -20.96% -1.63%
1-Year Return -7.57% 10.72%
3-Year Return 1.77% 13.37%
5-Year Return 3.86% 11.78%
10-Year Return 8.87% 14.32%

IVW description

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

YTD Return -1.63%
1-Month Return 5.74%
3-Month Return -9.10%
1-Year Return 10.72%
3-Year Return 13.37%
5-Year Return 11.78%
10-Year Return 14.32%
IVW expense ratio is 0.18%.

IVW holdings

Top 10 Holdings (41.31% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.96%
Apple Inc AAPL 8.79%
Amazon.com Inc AMZN 6.72%
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%
Netflix Inc NFLX 1.36%
NVIDIA Corp NVDA 1.34%

Other relevant IVW comparisons

You may also want to check out the following IVW comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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 -20.96%
1-Month Return -0.48%
3-Month Return -21.76%
1-Year Return -7.57%
3-Year Return 1.77%
5-Year Return 3.86%
10-Year Return 8.87%
IVE expense ratio is 0.18%.

IVE holdings

Top 10 Holdings (22.26% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc B BRK.B 3.85%
UnitedHealth Group Inc UNH 2.54%
Verizon Communications Inc VZ 2.39%
AT&T Inc T 2.29%
Johnson & Johnson JNJ 2.15%
Pfizer Inc PFE 1.94%
Bank of America Corp BAC 1.85%
Cisco Systems Inc CSCO 1.79%
Exxon Mobil Corp XOM 1.73%
Walmart Inc WMT 1.73%

Other relevant IVE comparisons

You may also want to check out the following IVE comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us