IVE vs BIL
Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF).
5-Year PerformanceIVE has outperformed BIL, delivering a return of +11.4% compared to +3.5%
IVE vs BIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVE
$48B
BIL
$47B
Expense Ratio
IVE
0.18%
Winner
BIL
0.14%
Max Drawdown
IVE
62.98%
Winner
BIL
1.36%
Sharpe Ratio
Winner
IVE
1.41
BIL
-0.27
5Y Beta
IVE
0.69
Winner
BIL
-0.00
P/E Ratio
IVE
26.28
BIL
N/A
Forward P/E
IVE
19.99
BIL
N/A
5Y Dividends CAGR
IVE
4.91%
Winner
BIL
309.40%
5Y EPS CAGR
IVE
12.42%
BIL
N/A
Debt to Equity
IVE
66.83%
BIL
N/A
P/S Ratio
IVE
2.12
BIL
N/A
P/B Ratio
IVE
3.90
BIL
N/A
IVE vs BIL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVE
+1.64%
BIL
+0.28%
3M
Winner
IVE
+5.33%
BIL
+0.87%
6M
Winner
IVE
+7.25%
BIL
+1.76%
1Y
Winner
IVE
+18.79%
BIL
+3.77%
5Y(CAGR)
Winner
IVE
+11.42%
BIL
+3.51%
10Y(CAGR)
Winner
IVE
+11.60%
BIL
+2.23%
Max(CAGR)
Winner
IVE
+7.64%
BIL
+1.37%
IVE vs BIL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVE | BIL |
|---|---|---|
| 2026 | +9.19% | +1.91% |
| 2025 | +13.56% | +4.13% |
| 2024 | +11.40% | +5.18% |
| 2023 | +21.54% | +4.93% |
| 2022 | -5.84% | +1.41% |
| 2021 | +26.39% | -0.10% |
| 2020 | +0.83% | +0.37% |
| 2019 | +31.09% | +2.04% |
| 2018 | -9.66% | +1.73% |
| 2017 | +14.31% | +0.64% |
| 2016 | +18.72% | +0.09% |
| 2015 | -3.25% | -0.11% |
| 2014 | +13.14% | -0.07% |
| 2013 | +28.54% | -0.09% |
| 2012 | +15.37% | -0.02% |
| 2011 | -1.91% | -0.06% |
| 2010 | +13.12% | +0.00% |
| 2009 | +18.11% | +0.25% |
| 2008 | -38.04% | +1.50% |
| 2007 | +1.44% | +2.50% |
| 2006 | +18.64% | N/A |
| 2005 | +6.29% | N/A |
| 2004 | +15.70% | N/A |
| 2003 | +27.52% | N/A |
| 2002 | -21.10% | N/A |
| 2001 | -10.41% | N/A |
| 2000 | +7.90% | N/A |
IVE vs BIL Drawdown Comparison
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The maximum drawdown for BIL was -0.78%, occurring on Dec 9, 2015. Recovery took 2321 trading sessions.
The current IVE drawdown is -0.77%.
| Rank | IVE | BIL |
|---|---|---|
| #1 | -61.33% Oct 9, 2007 - Mar 8, 2013 | -0.78% Sep 29, 2008 - Dec 15, 2017 |
| #2 | -44.22% Feb 1, 2001 - Dec 21, 2004 | -0.63% Sep 17, 2008 - Sep 29, 2008 |
| #3 | -37.04% Feb 12, 2020 - Jan 6, 2021 | -0.24% Aug 20, 2007 - Sep 7, 2007 |
| #4 | -19.24% Jan 26, 2018 - May 3, 2019 | -0.21% Mar 20, 2020 - Aug 2, 2022 |
| #5 | -18.03% Apr 20, 2022 - Feb 1, 2023 | -0.17% Mar 19, 2008 - Jun 2, 2008 |
| #6 | -17.58% Nov 29, 2024 - Aug 22, 2025 | -0.15% Jul 16, 2008 - Aug 5, 2008 |
| #7 | -15.03% May 21, 2015 - Jun 7, 2016 | -0.13% Jan 2, 2008 - Jan 14, 2008 |
| #8 | -10.98% Jul 31, 2023 - Dec 1, 2023 | -0.13% Sep 25, 2007 - Oct 4, 2007 |
| #9 | -10.18% Jul 13, 2007 - Oct 9, 2007 | -0.11% Oct 4, 2007 - Oct 8, 2007 |
| #10 | -9.57% Feb 2, 2023 - Jun 13, 2023 | -0.11% Sep 10, 2007 - Sep 12, 2007 |
| #11 | -7.86% Sep 11, 2000 - Oct 31, 2000 | -0.11% Jan 24, 2008 - Jan 29, 2008 |
| #12 | -7.84% May 9, 2006 - Sep 20, 2006 | -0.10% Jun 27, 2008 - Jul 10, 2008 |
| #13 | -7.64% May 3, 2019 - Jul 1, 2019 | -0.09% Jun 2, 2008 - Jun 10, 2008 |
| #14 | -7.51% Mar 7, 2005 - Jun 17, 2005 | -0.09% Jun 11, 2007 - Jun 14, 2007 |
| #15 | -7.29% Jan 12, 2022 - Apr 20, 2022 | -0.09% Sep 17, 2007 - Sep 24, 2007 |
Correlation
Correlation between IVE and BIL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IVE vs BIL dividend yield comparison.
| Year | IVE | BIL |
|---|---|---|
| 2026 | 0.73% | 1.73% |
| 2025 | 1.61% | 4.13% |
| 2024 | 2.04% | 5.03% |
| 2023 | 1.65% | 4.93% |
| 2022 | 2.10% | 1.35% |
| 2021 | 1.81% | 0.00% |
| 2020 | 2.37% | 0.30% |
| 2019 | 2.11% | 2.05% |
| 2018 | 2.74% | 1.66% |
| 2017 | 2.12% | 0.68% |
| 2016 | 2.26% | 0.07% |
| 2015 | 2.44% | 0.00% |
| 2014 | 2.14% | 0.00% |
| 2013 | 2.04% | 0.00% |
| 2012 | 2.34% | 0.00% |
| 2011 | 2.29% | 0.00% |
| 2010 | 2.08% | 0.00% |
| 2009 | 2.56% | 0.09% |
| 2008 | 4.26% | 1.58% |
| 2007 | 2.32% | 2.50% |
| 2006 | 1.91% | 0.00% |
| 2005 | 2.02% | 0.00% |
| 2004 | 1.62% | 0.00% |
| 2003 | 1.60% | 0.00% |
| 2002 | 1.92% | 0.00% |
| 2001 | 1.50% | 0.00% |
| 2000 | 0.94% | 0.00% |
Select Stocks to Compare
Popular: IVE vs SPYBIL vs SPY
More Comparisons
Compare with similar stocks
Compare IVE with:
Compare BIL 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
SHV vs BIL
ISHARES 0-1 YEAR TREASURY BOND ETF vs STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF
IVE vs QQQ
ISHARES S&P 500 VALUE ETF vs Invesco QQQ Trust Series 1
GSY vs BIL
INVESCO ULTRA SHORT DURATION ETF vs STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF
GBIL vs BIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF vs STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF