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 23 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | IVE vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | IVE vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | IVE vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | IVE vs IUSV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | IVE vs VTV |
Best Risk-Adjusted Alternatives to IVE
IVE has a PortfoliosLab risk / return rank of 75. There are 74 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | IVE vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | IVE vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | IVE vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | IVE vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | IVE vs FNDX |
Top Performing IVE Alternatives (YTD)
IVE is at 9.70% YTD. There are 110 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | IVE vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | IVE vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | IVE vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | IVE vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | IVE vs VFLO |
Lowest Volatility Alternatives to IVE
IVE has 9.86% 1-year volatility. There are 13 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | IVE vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | IVE vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | IVE vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | IVE vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | IVE vs ABEQ |
Lowest Drawdown Alternatives to IVE
IVE has a 1-year max drawdown of -6.19%. There are 22 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | IVE vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | IVE vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | IVE vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | IVE vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | IVE vs ELCV |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $894B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.92% | 97.69B | May 2020 | IVE vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -29.06% | 46.82B | Jan 2024 | IVE vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 93 | 84.03% | 47.60B | Jul 2001 | IVE vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 66 | 10.46% | 894.38B | May 2000 | IVE vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 13 | -1.48% | 42.18B | Jul 2002 | IVE vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 86 | 12.23% | 42.05B | Jun 2014 | IVE vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 27 | -19.03% | 28.37B | Apr 2006 | IVE vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -7.29% | 60.94B | Jan 2005 | IVE vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 19.72% | 83.34B | May 2000 | IVE vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 63 | 10.93% | 33.36B | 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