IEF vs IVE
Comparison between ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceIVE has outperformed IEF, delivering a return of +10.8% compared to -1.2%
IEF vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEF
$48B
IVE
$48B
Expense Ratio
Winner
IEF
0.15%
IVE
0.18%
Max Drawdown
Winner
IEF
27.72%
IVE
62.98%
Sharpe Ratio
IEF
0.16
Winner
IVE
1.49
5Y Beta
Winner
IEF
0.00
IVE
0.69
P/E Ratio
IEF
N/A
IVE
25.58
Forward P/E
IEF
N/A
IVE
19.75
5Y Dividends CAGR
Winner
IEF
29.36%
IVE
6.75%
5Y EPS CAGR
IEF
N/A
IVE
12.88%
Debt to Equity
IEF
N/A
IVE
45.01%
P/S Ratio
IEF
N/A
IVE
2.12
P/B Ratio
IEF
N/A
IVE
3.82
IEF vs IVE - Historical Returns
Returns include dividend reinvestment.
1M
IEF
+0.19%
Winner
IVE
+1.76%
3M
IEF
-0.59%
Winner
IVE
+8.33%
6M
IEF
-0.17%
Winner
IVE
+7.96%
1Y
IEF
+3.39%
Winner
IVE
+20.62%
5Y(CAGR)
IEF
-1.24%
Winner
IVE
+10.84%
10Y(CAGR)
IEF
+0.58%
Winner
IVE
+11.93%
Max(CAGR)
IEF
+3.40%
Winner
IVE
+7.62%
IEF vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IEF | IVE |
|---|---|---|
| 2026 | -0.38% | +7.90% |
| 2025 | +7.97% | +13.56% |
| 2024 | -0.26% | +11.40% |
| 2023 | +2.84% | +21.54% |
| 2022 | -14.36% | -5.84% |
| 2021 | -3.35% | +26.39% |
| 2020 | +9.50% | +0.83% |
| 2019 | +7.80% | +31.09% |
| 2018 | +1.32% | -9.66% |
| 2017 | +2.60% | +14.31% |
| 2016 | +0.58% | +18.72% |
| 2015 | +1.00% | -3.25% |
| 2014 | +8.64% | +13.14% |
| 2013 | -5.66% | +28.54% |
| 2012 | +4.33% | +15.37% |
| 2011 | +16.00% | -1.91% |
| 2010 | +9.10% | +13.12% |
| 2009 | -5.23% | +18.11% |
| 2008 | +17.07% | -38.04% |
| 2007 | +10.05% | +1.44% |
| 2006 | +2.53% | +18.64% |
| 2005 | +2.44% | +6.29% |
| 2004 | +4.97% | +15.70% |
| 2003 | +3.73% | +27.52% |
| 2002 | +6.25% | -21.10% |
| 2001 | N/A | -10.41% |
| 2000 | N/A | +7.90% |
IEF vs IVE Drawdown Comparison
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current IEF drawdown is -11.18%. The current IVE drawdown is -0.19%.
| Rank | IEF | IVE |
|---|---|---|
| #1 | -23.92% Aug 4, 2020 - Oct 19, 2023 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -10.40% Dec 30, 2008 - Jun 28, 2010 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -9.07% May 1, 2013 - Oct 14, 2014 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -8.81% Jul 8, 2016 - May 28, 2019 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -8.53% Jun 13, 2003 - Mar 16, 2004 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -8.01% Oct 11, 2010 - Jul 13, 2011 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -7.21% Mar 16, 2004 - Sep 22, 2004 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -6.18% Mar 20, 2008 - Sep 15, 2008 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -5.37% Sep 17, 2008 - Nov 19, 2008 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -5.35% Jan 30, 2015 - Jan 28, 2016 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -4.91% Jun 1, 2005 - Sep 21, 2006 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -4.68% Mar 9, 2020 - Apr 1, 2020 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -4.40% Sep 22, 2011 - Dec 19, 2011 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -4.03% Oct 9, 2002 - Feb 13, 2003 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -3.91% Feb 9, 2005 - May 5, 2005 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between IEF and IVE is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2000 - 2026)
IEF vs IVE dividend yield comparison.
| Year | IEF | IVE |
|---|---|---|
| 2026 | 1.64% | 0.34% |
| 2025 | 3.77% | 1.61% |
| 2024 | 3.62% | 2.04% |
| 2023 | 2.91% | 1.65% |
| 2022 | 1.96% | 2.10% |
| 2021 | 0.83% | 1.81% |
| 2020 | 1.08% | 2.37% |
| 2019 | 2.08% | 2.11% |
| 2018 | 2.24% | 2.74% |
| 2017 | 1.82% | 2.12% |
| 2016 | 1.81% | 2.26% |
| 2015 | 1.90% | 2.44% |
| 2014 | 2.05% | 2.14% |
| 2013 | 1.77% | 2.04% |
| 2012 | 1.79% | 2.34% |
| 2011 | 2.55% | 2.29% |
| 2010 | 3.24% | 2.08% |
| 2009 | 3.96% | 2.56% |
| 2008 | 3.71% | 4.26% |
| 2007 | 4.29% | 2.32% |
| 2006 | 4.23% | 1.91% |
| 2005 | 3.87% | 2.02% |
| 2004 | 3.74% | 1.62% |
| 2003 | 3.80% | 1.60% |
| 2002 | 2.07% | 1.92% |
| 2001 | 0.00% | 1.50% |
| 2000 | 0.00% | 0.94% |
Select Stocks to Compare
Popular: IEF vs SPYIVE vs SPY
More Comparisons
Compare with similar stocks
Compare IEF with:
Compare IVE with:
Popular suggestions:
IVE vs IVW
ISHARES S&P 500 VALUE ETF vs ISHARES S&P 500 GROWTH ETF
IVE vs IVV
ISHARES S&P 500 VALUE ETF vs ISHARES CORE S&P 500 ETF
IVE vs QQQ
ISHARES S&P 500 VALUE ETF vs Invesco QQQ Trust Series 1
SPTI vs IEF
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF vs ISHARES 7-10 YEAR TREASURY BOND ETF
IEF vs SHY
ISHARES 7-10 YEAR TREASURY BOND ETF vs ISHARES 1-3 YEAR TREASURY BOND ETF
IEF vs LQD
ISHARES 7-10 YEAR TREASURY BOND ETF vs ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF