IVE vs IWB
Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and ISHARES RUSSELL 1000 ETF (IWB, ETF).
5-Year PerformanceIWB has outperformed IVE, delivering a return of +12.4% compared to +11.8%
IVE vs IWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVE
$49B
IWB
$48B
Expense Ratio
IVE
0.18%
Winner
IWB
0.15%
Max Drawdown
IVE
62.98%
Winner
IWB
56.43%
Sharpe Ratio
Winner
IVE
1.48
IWB
1.25
5Y Beta
Winner
IVE
0.69
IWB
0.98
P/E Ratio
Winner
IVE
23.65
IWB
26.00
Forward P/E
Winner
IVE
19.72
IWB
20.32
PEG Ratio
IVE
1.03
IWB
N/A
5Y Dividends CAGR
IVE
4.91%
Winner
IWB
6.16%
5Y EPS CAGR
IVE
13.70%
Winner
IWB
28.08%
Debt to Equity
IVE
70.12%
Winner
IWB
62.50%
P/S Ratio
Winner
IVE
2.13
IWB
3.44
P/B Ratio
Winner
IVE
3.79
IWB
5.26
IVE vs IWB - Holdings Comparison
IVE and IWB have 375 common holdings. Overlap is 36.58%
IVE's top 25 holdings weight is 34.52%. IWB's top 25 holdings weight is 45.53%.
| Rank | IVE | IWB |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.35% | NVIDIA CORP (NVDA) - 7.30% |
| #2 | AMAZON.COM INC (AMZN) - 4.07% | APPLE INC (AAPL) - 6.10% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.19% | MICROSOFT CORP (MSFT) - 5.11% |
| #4 | WALMART INC (WMT) - 1.68% | AMAZON.COM INC (AMZN) - 3.62% |
| #5 | INTEL CORP (INTC) - 1.65% | ALPHABET INC CLASS A (GOOGL) - 2.79% |
| #6 | BANK OF AMERICA CORP (BAC) - 1.40% | BROADCOM INC (AVGO) - 2.70% |
| #7 | COSTCO WHOLESALE CORP (COST) - 1.39% | ALPHABET INC CLASS C (GOOG) - 2.27% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 1.22% | META PLATFORMS INC CLASS A (META) - 1.78% |
| #9 | CHEVRON CORP (CVX) - 1.22% | MICRON TECHNOLOGY INC (MU) - 1.43% |
| #10 | TESLA INC (TSLA) - 1.16% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #11 | THE HOME DEPOT INC (HD) - 1.13% | ELI LILLY AND CO (LLY) - 1.36% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.11% | TESLA INC (TSLA) - 1.34% |
| #13 | MERCK & CO INC (MRK) - 1.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 1.10% |
| #15 | WELLS FARGO & CO (WFC) - 0.90% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% |
| #16 | VISA INC CLASS A (V) - 0.89% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | VISA INC CLASS A (V) - 0.83% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 0.83% | WALMART INC (WMT) - 0.71% |
| #19 | ABBVIE INC (ABBV) - 0.79% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #20 | CITIGROUP INC (C) - 0.78% | MASTERCARD INC CLASS A (MA) - 0.63% |
| #21 | MCDONALD'S CORP (MCD) - 0.36% | ANALOG DEVICES INC (ADI) - 0.26% |
| #22 | ALTRIA GROUP INC (MO) - 0.36% | THE WALT DISNEY CO (DIS) - 0.26% |
| #23 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.36% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| #24 | EQUINIX INC (EQIX) - 0.35% | CHARLES SCHWAB CORP (SCHW) - 0.25% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.35% | EATON CORP PLC (ETN) - 0.25% |
| Total Holdings | 402 | 983 |
IVE vs IWB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVE
+2.90%
IWB
+2.51%
3M
Winner
IVE
+5.32%
IWB
+3.85%
6M
IVE
+8.07%
Winner
IWB
+11.52%
1Y
IVE
+19.96%
Winner
IWB
+21.47%
5Y(CAGR)
IVE
+11.77%
Winner
IWB
+12.39%
10Y(CAGR)
IVE
+11.85%
Winner
IWB
+14.93%
Max(CAGR)
IVE
+7.73%
Winner
IWB
+8.60%
IVE vs IWB - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVE | IWB |
|---|---|---|
| 2026 | +12.35% | +12.61% |
| 2025 | +13.56% | +17.40% |
| 2024 | +11.40% | +25.08% |
| 2023 | +21.54% | +27.04% |
| 2022 | -5.84% | -19.70% |
| 2021 | +26.39% | +28.10% |
| 2020 | +0.83% | +19.74% |
| 2019 | +31.09% | +31.11% |
| 2018 | -9.66% | -5.57% |
| 2017 | +14.31% | +20.58% |
| 2016 | +18.72% | +13.69% |
| 2015 | -3.25% | +0.86% |
| 2014 | +13.14% | +14.05% |
| 2013 | +28.54% | +29.59% |
| 2012 | +15.37% | +14.77% |
| 2011 | -1.91% | +0.22% |
| 2010 | +13.12% | +14.18% |
| 2009 | +18.11% | +24.67% |
| 2008 | -38.04% | -36.70% |
| 2007 | +1.44% | +5.37% |
| 2006 | +18.64% | +13.49% |
| 2005 | +6.29% | +7.04% |
| 2004 | +15.70% | +10.98% |
| 2003 | +27.52% | +25.31% |
| 2002 | -21.10% | -22.03% |
| 2001 | -10.41% | -8.93% |
| 2000 | +7.90% | -4.97% |
IVE vs IWB Drawdown Comparison
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The current IVE drawdown is -0.51%. The current IWB drawdown is -1.49%.
| Rank | IVE | IWB |
|---|---|---|
| #1 | -61.33% Oct 9, 2007 - Mar 8, 2013 | -55.38% Oct 9, 2007 - Mar 19, 2012 |
| #2 | -44.22% Feb 1, 2001 - Dec 21, 2004 | -48.25% Sep 1, 2000 - Oct 13, 2006 |
| #3 | -37.04% Feb 12, 2020 - Jan 6, 2021 | -34.60% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.24% Jan 26, 2018 - May 3, 2019 | -25.20% Jan 3, 2022 - Dec 14, 2023 |
| #5 | -18.03% Apr 20, 2022 - Feb 1, 2023 | -19.72% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.58% Nov 29, 2024 - Aug 22, 2025 | -19.09% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.03% May 21, 2015 - Jun 7, 2016 | -14.25% May 21, 2015 - Jun 2, 2016 |
| #8 | -10.98% Jul 31, 2023 - Dec 1, 2023 | -9.97% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -10.18% Jul 13, 2007 - Oct 9, 2007 | -9.86% Apr 2, 2012 - Aug 16, 2012 |
| #10 | -9.57% Feb 2, 2023 - Jun 13, 2023 | -9.45% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -7.86% Sep 11, 2000 - Oct 31, 2000 | -9.33% Sep 2, 2020 - Nov 11, 2020 |
| #12 | -7.84% May 9, 2006 - Sep 20, 2006 | -8.86% Jan 27, 2026 - Apr 15, 2026 |
| #13 | -7.64% May 3, 2019 - Jul 1, 2019 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.51% Mar 7, 2005 - Jun 17, 2005 | -7.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -7.29% Jan 12, 2022 - Apr 20, 2022 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IVE and IWB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IVE vs IWB dividend yield comparison.
| Year | IVE | IWB |
|---|---|---|
| 2026 | 0.71% | 0.41% |
| 2025 | 1.61% | 1.00% |
| 2024 | 2.04% | 1.14% |
| 2023 | 1.65% | 1.31% |
| 2022 | 2.10% | 1.56% |
| 2021 | 1.81% | 1.09% |
| 2020 | 2.37% | 1.37% |
| 2019 | 2.11% | 1.71% |
| 2018 | 2.74% | 2.06% |
| 2017 | 2.12% | 1.64% |
| 2016 | 2.26% | 1.89% |
| 2015 | 2.44% | 1.95% |
| 2014 | 2.14% | 1.70% |
| 2013 | 2.04% | 1.68% |
| 2012 | 2.34% | 2.05% |
| 2011 | 2.29% | 1.93% |
| 2010 | 2.08% | 1.67% |
| 2009 | 2.56% | 1.94% |
| 2008 | 4.26% | 2.49% |
| 2007 | 2.32% | 1.68% |
| 2006 | 1.91% | 1.57% |
| 2005 | 2.02% | 1.92% |
| 2004 | 1.62% | 1.73% |
| 2003 | 1.60% | 1.42% |
| 2002 | 1.92% | 1.54% |
| 2001 | 1.50% | 1.14% |
| 2000 | 0.94% | 0.64% |
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