iShares S&P 500 Value ETF (IVE) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IVE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVE
IVE charges 0.18% annually. There are 20 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | IVE vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | IVE vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | IVE vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | IVE vs SPYV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | IVE vs VTV |
Best Risk-Adjusted Alternatives to IVE
IVE has a PortfoliosLab risk / return rank of 66. There are 67 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | IVE vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | IVE vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | IVE vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | IVE vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | IVE vs FNDX |
Top Performing IVE Alternatives (YTD)
IVE is at 7.46% YTD. There are 101 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | IVE vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | IVE vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | IVE vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | IVE vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | IVE vs AVLV |
Lowest Volatility Alternatives to IVE
IVE has 9.79% 1-year volatility. There are 17 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | IVE vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | IVE vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | IVE vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | IVE vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | IVE vs DIVZ |
Lowest Drawdown Alternatives to IVE
IVE has a 1-year max drawdown of -6.19%. There are 24 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | IVE vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | IVE vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | IVE vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | IVE vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | IVE vs GCOW |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $855B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.51% | 91.90B | May 2020 | IVE vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -25.48% | 58.12B | Jan 2024 | IVE vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 70 | 10.85% | 854.92B | May 2000 | IVE vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 16 | -0.27% | 42.90B | Jul 2002 | IVE vs TLT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 97 | 104.57% | 38.37B | Jul 2001 | IVE vs SOXX | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 71 | 8.76% | 40.46B | Jun 2014 | IVE vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 47 | 2.78% | 36.82B | Apr 2006 | IVE vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 32 | 2.98% | 69.92B | Jan 2005 | IVE vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 62 | 17.07% | 80.93B | May 2000 | IVE vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 66 | 12.13% | 32.93B | Mar 2008 | IVE vs ACWI |
Often Compared With IVE
Investors most often compare IVE with IVW, SPY, QQQ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare IVE with Any Fund or Stock
Compare IVE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVE with funds that move differently
iShares S&P 500 Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVE.
Explore IVE Diversifiers