IVE vs IVW
Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed IVE, delivering a return of +15.0% compared to +10.5%
IVE vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVE
$49B
Winner
IVW
$70B
Expense Ratio
IVE
0.18%
IVW
0.18%
Max Drawdown
IVE
62.98%
Winner
IVW
61.38%
Sharpe Ratio
Winner
IVE
1.63
IVW
1.39
5Y Beta
Winner
IVE
0.69
IVW
1.21
P/E Ratio
Winner
IVE
24.82
IVW
31.60
Forward P/E
Winner
IVE
19.06
IVW
25.76
PEG Ratio
IVE
N/A
IVW
0.56
5Y Dividends CAGR
Winner
IVE
6.75%
IVW
2.69%
5Y EPS CAGR
IVE
12.44%
Winner
IVW
35.52%
Debt to Equity
IVE
45.61%
Winner
IVW
40.05%
P/S Ratio
Winner
IVE
2.23
IVW
6.19
P/B Ratio
Winner
IVE
3.75
IVW
8.95
IVE vs IVW - Holdings Comparison
IVE and IVW have 163 common holdings. Overlap is 32.39%
IVE's top 25 holdings weight is 37.70%. IVW's top 25 holdings weight is 73.33%.
| Rank | IVE | IVW |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.80% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | AMAZON.COM INC (AMZN) - 4.21% | APPLE INC (AAPL) - 5.92% |
| #3 | EXXON MOBIL CORP (XOM) - 2.23% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | INTEL CORP (INTC) - 1.94% | BROADCOM INC (AVGO) - 5.88% |
| #5 | WALMART INC (WMT) - 1.81% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.57% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | TESLA INC (TSLA) - 1.57% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | CHEVRON CORP (CVX) - 1.23% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.21% | TESLA INC (TSLA) - 3.85% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.18% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.15% | VISA INC CLASS A (V) - 1.73% |
| #12 | THE HOME DEPOT INC (HD) - 1.07% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | MERCK & CO INC (MRK) - 1.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 0.97% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.91% | n/a (PLTR) - 1.29% |
| #16 | QUALCOMM INC (QCOM) - 0.87% | NETFLIX INC (NFLX) - 1.28% |
| #17 | VISA INC CLASS A (V) - 0.86% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | LINDE PLC (LIN) - 0.83% | ORACLE CORP (ORCL) - 1.14% |
| #19 | WELLS FARGO & CO (WFC) - 0.81% | WALMART INC (WMT) - 1.04% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.80% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.77% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | CITIGROUP INC (C) - 0.75% | SALESFORCE INC (CRM) - 0.77% |
| #23 | PEPSICO INC (PEP) - 0.71% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | ABBVIE INC (ABBV) - 0.71% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.70% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 443 | 220 |
IVE vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
IVE
+1.22%
Winner
IVW
+2.40%
3M
IVE
+4.08%
Winner
IVW
+12.44%
6M
IVE
+7.78%
Winner
IVW
+8.32%
1Y
IVE
+21.32%
Winner
IVW
+29.43%
5Y(CAGR)
IVE
+10.49%
Winner
IVW
+15.01%
10Y(CAGR)
IVE
+11.67%
Winner
IVW
+17.58%
Max(CAGR)
IVE
+7.59%
Winner
IVW
+8.86%
IVE vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVE | IVW |
|---|---|---|
| 2026 | +6.86% | +9.22% |
| 2025 | +13.56% | +21.97% |
| 2024 | +11.40% | +38.04% |
| 2023 | +21.54% | +31.48% |
| 2022 | -5.84% | -30.04% |
| 2021 | +26.39% | +33.79% |
| 2020 | +0.83% | +31.40% |
| 2019 | +31.09% | +31.01% |
| 2018 | -9.66% | -1.09% |
| 2017 | +14.31% | +26.35% |
| 2016 | +18.72% | +8.74% |
| 2015 | -3.25% | +5.47% |
| 2014 | +13.14% | +15.61% |
| 2013 | +28.54% | +29.06% |
| 2012 | +15.37% | +13.09% |
| 2011 | -1.91% | +3.57% |
| 2010 | +13.12% | +13.24% |
| 2009 | +18.11% | +27.20% |
| 2008 | -38.04% | -34.13% |
| 2007 | +1.44% | +9.09% |
| 2006 | +18.64% | +8.90% |
| 2005 | +6.29% | +4.62% |
| 2004 | +15.70% | +5.96% |
| 2003 | +27.52% | +21.29% |
| 2002 | -21.10% | -24.26% |
| 2001 | -10.41% | -8.59% |
| 2000 | +7.90% | -15.42% |
IVE vs IVW Drawdown Comparison
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The current IVE drawdown is -1.15%. The current IVW drawdown is -4.94%.
| Rank | IVE | IVW |
|---|---|---|
| #1 | -61.33% Oct 9, 2007 - Mar 8, 2013 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -44.22% Feb 1, 2001 - Dec 21, 2004 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -37.04% Feb 12, 2020 - Jan 6, 2021 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -19.24% Jan 26, 2018 - May 3, 2019 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -18.03% Apr 20, 2022 - Feb 1, 2023 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -17.58% Nov 29, 2024 - Aug 22, 2025 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -15.03% May 21, 2015 - Jun 7, 2016 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -10.98% Jul 31, 2023 - Dec 1, 2023 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -10.18% Jul 13, 2007 - Oct 9, 2007 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -9.57% Feb 2, 2023 - Jun 13, 2023 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -7.86% Sep 11, 2000 - Oct 31, 2000 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -7.84% May 9, 2006 - Sep 20, 2006 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -7.64% May 3, 2019 - Jul 1, 2019 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -7.51% Mar 7, 2005 - Jun 17, 2005 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -7.29% Jan 12, 2022 - Apr 20, 2022 | -6.85% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between IVE and IVW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IVE vs IVW dividend yield comparison.
| Year | IVE | IVW |
|---|---|---|
| 2026 | 0.35% | 0.08% |
| 2025 | 1.61% | 0.40% |
| 2024 | 2.04% | 0.43% |
| 2023 | 1.65% | 1.03% |
| 2022 | 2.10% | 0.92% |
| 2021 | 1.81% | 0.46% |
| 2020 | 2.37% | 0.82% |
| 2019 | 2.11% | 1.63% |
| 2018 | 2.74% | 1.28% |
| 2017 | 2.12% | 1.30% |
| 2016 | 2.26% | 1.51% |
| 2015 | 2.44% | 1.51% |
| 2014 | 2.14% | 1.37% |
| 2013 | 2.04% | 1.45% |
| 2012 | 2.34% | 1.82% |
| 2011 | 2.29% | 1.62% |
| 2010 | 2.08% | 1.38% |
| 2009 | 2.56% | 1.38% |
| 2008 | 4.26% | 1.67% |
| 2007 | 2.32% | 1.16% |
| 2006 | 1.91% | 1.18% |
| 2005 | 2.02% | 1.27% |
| 2004 | 1.62% | 1.69% |
| 2003 | 1.60% | 1.09% |
| 2002 | 1.92% | 1.07% |
| 2001 | 1.50% | 0.68% |
| 2000 | 0.94% | 0.39% |
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