IVE vs IEF

Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF).

5-Year PerformanceIVE has outperformed IEF, delivering a return of +10.8% compared to -1.0%

IVE vs IEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVE(ETF)	IEF(ETF)
Net Assets	$49B	$49B
Expense Ratio	0.18%	0.15%
Max Drawdown	62.98%	27.72%
Sharpe Ratio	1.71	0.06
5Y Beta	0.70	-0.00
P/E Ratio	24.44	N/A
Forward P/E	18.89	N/A
5Y Dividends CAGR	6.75%	29.93%
5Y EPS CAGR	12.71%	N/A
Debt to Equity	34.26%	N/A
P/S Ratio	2.19	N/A
P/B Ratio	3.69	N/A

Net Assets

Winner

IVE

$49B

IEF

$49B

Expense Ratio

IVE

0.18%

Winner

IEF

0.15%

Max Drawdown

IVE

62.98%

Winner

IEF

27.72%

Sharpe Ratio

Winner

IVE

1.71

IEF

0.06

5Y Beta

IVE

0.70

Winner

IEF

-0.00

P/E Ratio

IVE

24.44

IEF

N/A

Forward P/E

IVE

18.89

IEF

N/A

5Y Dividends CAGR

IVE

6.75%

Winner

IEF

29.93%

5Y EPS CAGR

IVE

12.71%

IEF

N/A

Debt to Equity

IVE

34.26%

IEF

N/A

P/S Ratio

IVE

2.19

IEF

N/A

P/B Ratio

IVE

3.69

IEF

N/A

IVE vs IEF - Historical Returns

Returns include dividend reinvestment.

Period	IVE	IEF
1 month	+3.47%	-0.89%
3 months	+2.35%	-2.04%
6 months	+7.85%	-0.49%
1 year	+20.47%	+4.60%
5 years(CAGR)	+10.80%	-0.97%
10 years(CAGR)	+11.96%	+0.65%
Max(CAGR)	+7.57%	+3.41%

Winner

IVE

+3.47%

IEF

-0.89%

Winner

IVE

+2.35%

IEF

-2.04%

Winner

IVE

+7.85%

IEF

-0.49%

Winner

IVE

+20.47%

IEF

+4.60%

5Y(CAGR)

Winner

IVE

+10.80%

IEF

-0.97%

10Y(CAGR)

Winner

IVE

+11.96%

IEF

+0.65%

Max(CAGR)

Winner

IVE

+7.57%

IEF

+3.41%

IVE vs IEF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IVE	IEF
2026	+5.97%	-0.57%
2025	+13.56%	+7.97%
2024	+11.40%	-0.26%
2023	+21.54%	+2.84%
2022	-5.84%	-14.36%
2021	+26.39%	-3.35%
2020	+0.83%	+9.50%
2019	+31.09%	+7.80%
2018	-9.66%	+1.32%
2017	+14.31%	+2.60%
2016	+18.72%	+0.58%
2015	-3.25%	+1.00%
2014	+13.14%	+8.64%
2013	+28.54%	-5.66%
2012	+15.37%	+4.33%
2011	-1.91%	+16.00%
2010	+13.12%	+9.10%
2009	+18.11%	-5.23%
2008	-38.04%	+17.07%
2007	+1.44%	+10.05%
2006	+18.64%	+2.53%
2005	+6.29%	+2.44%
2004	+15.70%	+4.97%
2003	+27.52%	+3.73%
2002	-21.10%	+6.25%
2001	-10.41%	N/A
2000	+7.90%	N/A

IVE vs IEF Drawdown Comparison

The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.

The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IVE drawdown is -0.06%. The current IEF drawdown is -11.35%.

Rank	IVE	IEF
#1	-61.33% Oct 9, 2007 - Mar 8, 2013	-23.92% Aug 4, 2020 - Oct 19, 2023
#2	-44.22% Feb 1, 2001 - Dec 21, 2004	-10.40% Dec 30, 2008 - Jun 28, 2010
#3	-37.04% Feb 12, 2020 - Jan 6, 2021	-9.07% May 1, 2013 - Oct 14, 2014
#4	-19.24% Jan 26, 2018 - May 3, 2019	-8.81% Jul 8, 2016 - May 28, 2019
#5	-18.03% Apr 20, 2022 - Feb 1, 2023	-8.53% Jun 13, 2003 - Mar 16, 2004
#6	-17.58% Nov 29, 2024 - Aug 22, 2025	-8.01% Oct 11, 2010 - Jul 13, 2011
#7	-15.03% May 21, 2015 - Jun 7, 2016	-7.21% Mar 16, 2004 - Sep 22, 2004
#8	-10.98% Jul 31, 2023 - Dec 1, 2023	-6.18% Mar 20, 2008 - Sep 15, 2008
#9	-10.18% Jul 13, 2007 - Oct 9, 2007	-5.37% Sep 17, 2008 - Nov 19, 2008
#10	-9.57% Feb 2, 2023 - Jun 13, 2023	-5.35% Jan 30, 2015 - Jan 28, 2016
#11	-7.86% Sep 11, 2000 - Oct 31, 2000	-4.91% Jun 1, 2005 - Sep 21, 2006
#12	-7.84% May 9, 2006 - Sep 20, 2006	-4.68% Mar 9, 2020 - Apr 1, 2020
#13	-7.64% May 3, 2019 - Jul 1, 2019	-4.40% Sep 22, 2011 - Dec 19, 2011
#14	-7.51% Mar 7, 2005 - Jun 17, 2005	-4.03% Oct 9, 2002 - Feb 13, 2003
#15	-7.29% Jan 12, 2022 - Apr 20, 2022	-3.91% Feb 9, 2005 - May 5, 2005

Correlation

Correlation between IVE and IEF is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2000 - 2026)

IVE vs IEF dividend yield comparison.

Year	IVE	IEF
2026	0.35%	1.30%
2025	1.61%	3.77%
2024	2.04%	3.62%
2023	1.65%	2.91%
2022	2.10%	1.96%
2021	1.81%	0.83%
2020	2.37%	1.08%
2019	2.11%	2.08%
2018	2.74%	2.24%
2017	2.12%	1.82%
2016	2.26%	1.81%
2015	2.44%	1.90%
2014	2.14%	2.05%
2013	2.04%	1.77%
2012	2.34%	1.79%
2011	2.29%	2.55%
2010	2.08%	3.24%
2009	2.56%	3.96%
2008	4.26%	3.71%
2007	2.32%	4.29%
2006	1.91%	4.23%
2005	2.02%	3.87%
2004	1.62%	3.74%
2003	1.60%	3.80%
2002	1.92%	2.07%
2001	1.50%	0.00%
2000	0.94%	0.00%