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IVE vs. A200.AX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IVE vs. A200.AX

Last updated Apr 1, 2026

Compare and contrast key facts about iShares S&P 500 Value ETF (IVE) and Betashares Australia 200 ETF (A200.AX).

IVE and A200.AX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVE is a passively managed fund by iShares that tracks the performance of the S&P 500 Value Index. It was launched on May 22, 2000. A200.AX is a passively managed fund by BetaShares that tracks the performance of the Solactive Australia 200 Index. It was launched on May 7, 2018. Both IVE and A200.AX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IVE vs. A200.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 Value ETF (IVE) and Betashares Australia 200 ETF (A200.AX). The values are adjusted to include any dividend payments, if applicable.

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IVE vs. A200.AX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
IVE
iShares S&P 500 Value ETF		-0.07%13.02%12.03%22.07%-5.41%24.72%1.22%31.62%-5.73%
A200.AX
Betashares Australia 200 ETF		2.26%18.93%1.40%11.93%-6.80%11.33%11.03%22.41%-9.88%
Different Trading Currencies

IVE is traded in USD, while A200.AX is traded in AUD. To make them comparable, the A200.AX values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IVE achieves a -0.07% return, which is significantly lower than A200.AX's 2.26% return.

IVE

1D
1.70%
1M
-4.58%
YTD
-0.07%
6M
3.10%
1Y
12.68%
3Y*
13.69%
5Y*
10.30%
10Y*
11.25%

A200.AX

1D
1.33%
1M
-9.52%
YTD
2.26%
6M
2.30%
1Y
24.05%
3Y*
10.94%
5Y*
6.61%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P 500 Value ETF

Betashares Australia 200 ETF

Often compared with IVE:
IVE vs. IVWIVE vs. IVVIVE vs. SPYIVE vs. VTVIVE vs. QQQIVE vs. VOOIVE vs. VOOV
Often compared with A200.AX:
A200.AX vs. IVVA200.AX vs. DHHF.AXA200.AX vs. VOOA200.AX vs. IOOA200.AX vs. BHPA200.AX vs. VTVA200.AX vs. VASGX

IVE vs. A200.AX - Expense Ratio Comparison

IVE has a 0.18% expense ratio, which is higher than A200.AX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

IVE
iShares S&P 500 Value ETF
A200.AX
Betashares Australia 200 ETF

Return for Risk

IVE vs. A200.AX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVE
IVE Risk / Return Rank: 5151
Overall Rank
IVE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IVE Sortino Ratio Rank: 4848
Sortino Ratio Rank
IVE Omega Ratio Rank: 5252
Omega Ratio Rank
IVE Calmar Ratio Rank: 4949
Calmar Ratio Rank
IVE Martin Ratio Rank: 5959
Martin Ratio Rank
A200.AX
A200.AX Risk / Return Rank: 4949
Overall Rank
A200.AX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
A200.AX Sortino Ratio Rank: 5050
Sortino Ratio Rank
A200.AX Omega Ratio Rank: 5050
Omega Ratio Rank
A200.AX Calmar Ratio Rank: 5252
Calmar Ratio Rank
A200.AX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVE vs. A200.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Value ETF (IVE) and Betashares Australia 200 ETF (A200.AX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

IVEA200.AXDifference

Sharpe ratio

Return per unit of total volatility

0.82

1.37

-0.55

Sortino ratio

Return per unit of downside risk

1.23

1.89

-0.67

Omega ratio

Gain probability vs. loss probability

1.19

1.27

-0.09

Calmar ratio

Return relative to maximum drawdown

1.15

1.86

-0.72

Martin ratio

Return relative to average drawdown

5.38

7.03

-1.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IVE vs. A200.AX - Sharpe Ratio Comparison

The current IVE Sharpe Ratio is 0.82, which is lower than the A200.AX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of IVE and A200.AX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IVEA200.AXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

1.37

-0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.38

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.37

+0.01

Correlation

The correlation between IVE and A200.AX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

IVE vs. A200.AX - Dividend Comparison

IVE's dividend yield for the trailing twelve months is around 1.64%, less than A200.AX's 3.24% yield.

TTM20252024202320222021202020192018201720162015
IVE
iShares S&P 500 Value ETF		1.64%1.61%2.04%1.65%2.10%1.81%2.37%2.11%2.74%2.12%2.26%2.44%
A200.AX
Betashares Australia 200 ETF		3.24%3.33%3.13%3.75%6.35%2.98%2.54%3.61%1.40%0.00%0.00%0.00%

Drawdowns

IVE vs. A200.AX - Drawdown Comparison

The maximum IVE drawdown since its inception was -61.32%, which is greater than A200.AX's maximum drawdown of -44.77%. Use the drawdown chart below to compare losses from any high point for IVE and A200.AX.

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Drawdown Indicators

IVEA200.AXDifference

Max Drawdown

Largest peak-to-trough decline

-61.32%

-35.55%

-25.77%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

-8.40%

-3.60%

Max Drawdown (5Y)

Largest decline over 5 years

-18.04%

-14.79%

-3.25%

Max Drawdown (10Y)

Largest decline over 10 years

-37.04%

—

—

Current Drawdown

Current decline from peak

-4.58%

-7.14%

+2.56%

Average Drawdown

Average peak-to-trough decline

-10.17%

-4.21%

-5.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

2.88%

-0.33%

Volatility

IVE vs. A200.AX - Volatility Comparison

The current volatility for iShares S&P 500 Value ETF (IVE) is 3.82%, while Betashares Australia 200 ETF (A200.AX) has a volatility of 5.64%. This indicates that IVE experiences smaller price fluctuations and is considered to be less risky than A200.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IVEA200.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.82%

5.64%

-1.82%

Volatility (6M)

Calculated over the trailing 6-month period

7.70%

11.16%

-3.46%

Volatility (1Y)

Calculated over the trailing 1-year period

15.61%

17.64%

-2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.45%

17.45%

-3.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.98%

19.67%

-2.69%