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.

IVE IWD
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Value
Issuer BlackRock BlackRock
Net Assets $14.43B $31.34B
Expense Ratio 0.18% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.74% 3.15%
Underlying Index S&P 500 Value Index Russell 1000 Value Index
YTD Return -8.34% -7.85%
1-Year Return 0.17% -0.71%
3-Year Return 4.91% 3.58%
5-Year Return 8.17% 7.05%
10-Year Return 10.33% 9.95%

IWD description

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

YTD Return -7.85%
1-Month Return 1.63%
3-Month Return 6.17%
1-Year Return -0.71%
3-Year Return 3.58%
5-Year Return 7.05%
10-Year Return 9.95%
IWD expense ratio is 0.19%.

IWD holdings

Top 10 Holdings (17.12% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 2.46%
Johnson & Johnson JNJ 2.27%
JPMorgan Chase & Co JPM 2.01%
Intel Corp INTC 1.79%
Verizon Communications Inc VZ 1.61%
AT&T Inc T 1.52%
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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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%
AT&T Inc T 2.06%
Johnson & Johnson JNJ 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%

Other relevant IVE comparisons

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