IWD vs IVE
Both IWD and IVE are ETFs. IWD has a lower 5-year return than IVE (7.05% vs 8.17%). IWD has a higher expense ratio than IVE (0.19% vs 0.18%). Below is the comparison between IWD and IVE.
|Segment||Equity: U.S. - Large Cap Value||Equity: U.S. - Large Cap Value|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||S&P 500 Value Index||Russell 1000 Value Index|
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Value Index. Uses a replication strategy. The Index measures the performance of those Russell 1000 Index firms with lower price-to-book ratios and lower forecasted growth.
IWD performance & returns
Top 10 Holdings (17.12% of Total Assets)
|Berkshire Hathaway Inc Class B||BRK.B||2.46%|
|Johnson & Johnson||JNJ||2.27%|
|JPMorgan Chase & Co||JPM||2.01%|
|Verizon Communications Inc||VZ||1.61%|
|The Walt Disney Co||DIS||1.42%|
|Cisco Systems Inc||CSCO||1.40%|
|Exxon Mobil Corp||XOM||1.34%|
|Bank of America Corp||BAC||1.30%|
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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 (21.14% of Total 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%|
|Cisco Systems Inc||CSCO||1.89%|
|Exxon Mobil Corp||XOM||1.81%|
|Bank of America Corp||BAC||1.78%|
Other relevant IVE comparisons
You may also want to check out the following IVE comparisons that investors often look for on Finny
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