BIL vs IVE
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceIVE has outperformed BIL, delivering a return of +11.5% compared to +3.5%
BIL vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BIL
$47B
Winner
IVE
$48B
Expense Ratio
Winner
BIL
0.14%
IVE
0.18%
Max Drawdown
Winner
BIL
1.36%
IVE
62.98%
Sharpe Ratio
BIL
-0.35
Winner
IVE
1.66
5Y Beta
Winner
BIL
-0.00
IVE
0.69
P/E Ratio
BIL
N/A
IVE
23.86
Forward P/E
BIL
N/A
IVE
19.43
PEG Ratio
BIL
N/A
IVE
0.44
5Y Dividends CAGR
Winner
BIL
301.49%
IVE
4.91%
5Y EPS CAGR
BIL
N/A
IVE
13.07%
Debt to Equity
BIL
N/A
IVE
69.22%
P/S Ratio
BIL
N/A
IVE
2.26
P/B Ratio
BIL
N/A
IVE
3.81
BIL vs IVE - Historical Returns
Returns include dividend reinvestment.
1M
BIL
+0.32%
Winner
IVE
+1.61%
3M
BIL
+0.92%
Winner
IVE
+4.79%
6M
BIL
+1.76%
Winner
IVE
+6.46%
1Y
BIL
+3.76%
Winner
IVE
+21.33%
5Y(CAGR)
BIL
+3.54%
Winner
IVE
+11.46%
10Y(CAGR)
BIL
+2.25%
Winner
IVE
+11.76%
Max(CAGR)
BIL
+1.37%
Winner
IVE
+7.70%
BIL vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BIL | IVE |
|---|---|---|
| 2026 | +2.09% | +11.11% |
| 2025 | +4.13% | +13.56% |
| 2024 | +5.18% | +11.40% |
| 2023 | +4.93% | +21.54% |
| 2022 | +1.41% | -5.84% |
| 2021 | -0.10% | +26.39% |
| 2020 | +0.37% | +0.83% |
| 2019 | +2.04% | +31.09% |
| 2018 | +1.73% | -9.66% |
| 2017 | +0.64% | +14.31% |
| 2016 | +0.09% | +18.72% |
| 2015 | -0.11% | -3.25% |
| 2014 | -0.07% | +13.14% |
| 2013 | -0.09% | +28.54% |
| 2012 | -0.02% | +15.37% |
| 2011 | -0.06% | -1.91% |
| 2010 | +0.00% | +13.12% |
| 2009 | +0.25% | +18.11% |
| 2008 | +1.50% | -38.04% |
| 2007 | +2.50% | +1.44% |
| 2006 | N/A | +18.64% |
| 2005 | N/A | +6.29% |
| 2004 | N/A | +15.70% |
| 2003 | N/A | +27.52% |
| 2002 | N/A | -21.10% |
| 2001 | N/A | -10.41% |
| 2000 | N/A | +7.90% |
BIL vs IVE Drawdown Comparison
The maximum drawdown for BIL was -0.78%, occurring on Dec 9, 2015. Recovery took 2321 trading sessions.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current IVE drawdown is -0.45%.
| Rank | BIL | IVE |
|---|---|---|
| #1 | -0.78% Sep 29, 2008 - Dec 15, 2017 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -0.63% Sep 17, 2008 - Sep 29, 2008 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -0.24% Aug 20, 2007 - Sep 7, 2007 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -0.21% Mar 20, 2020 - Aug 2, 2022 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -0.17% Mar 19, 2008 - Jun 2, 2008 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -0.15% Jul 16, 2008 - Aug 5, 2008 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -0.13% Jan 2, 2008 - Jan 14, 2008 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -0.13% Sep 25, 2007 - Oct 4, 2007 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -0.11% Oct 4, 2007 - Oct 8, 2007 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -0.11% Sep 10, 2007 - Sep 12, 2007 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -0.11% Jan 24, 2008 - Jan 29, 2008 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -0.10% Jun 27, 2008 - Jul 10, 2008 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -0.09% Jun 2, 2008 - Jun 10, 2008 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -0.09% Jun 11, 2007 - Jun 14, 2007 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -0.09% Sep 17, 2007 - Sep 24, 2007 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between BIL and IVE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
BIL vs IVE dividend yield comparison.
| Year | BIL | IVE |
|---|---|---|
| 2026 | 2.03% | 0.72% |
| 2025 | 4.13% | 1.61% |
| 2024 | 5.03% | 2.04% |
| 2023 | 4.93% | 1.65% |
| 2022 | 1.35% | 2.10% |
| 2021 | 0.00% | 1.81% |
| 2020 | 0.30% | 2.37% |
| 2019 | 2.05% | 2.11% |
| 2018 | 1.66% | 2.74% |
| 2017 | 0.68% | 2.12% |
| 2016 | 0.07% | 2.26% |
| 2015 | 0.00% | 2.44% |
| 2014 | 0.00% | 2.14% |
| 2013 | 0.00% | 2.04% |
| 2012 | 0.00% | 2.34% |
| 2011 | 0.00% | 2.29% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.09% | 2.56% |
| 2008 | 1.58% | 4.26% |
| 2007 | 2.50% | 2.32% |
| 2006 | 0.00% | 1.91% |
| 2005 | 0.00% | 2.02% |
| 2004 | 0.00% | 1.62% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.50% |
| 2000 | 0.00% | 0.94% |
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