IVE vs. VOO
Compare and contrast key facts about iShares S&P 500 Value ETF (IVE) and Vanguard S&P 500 ETF (VOO).
IVE and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IVE and VOO 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. VOO - Performance Comparison
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IVE vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVE iShares S&P 500 Value ETF | -0.07% | 13.02% | 12.03% | 22.07% | -5.41% | 24.72% | 1.22% | 31.62% | -9.22% | 15.24% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, IVE achieves a -0.07% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, IVE has underperformed VOO with an annualized return of 11.25%, while VOO has yielded a comparatively higher 14.05% annualized 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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IVE vs. VOO - Expense Ratio Comparison
IVE has a 0.18% expense ratio, which is higher than VOO's 0.03% 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%.
Return for Risk
IVE vs. VOO — Risk / Return Rank
IVE
VOO
IVE vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Value ETF (IVE) and Vanguard S&P 500 ETF (VOO). 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.
| IVE | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.98 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.50 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.53 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.38 | 7.29 | -1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVE | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.98 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.78 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.83 | -0.45 |
Correlation
The correlation between IVE and VOO is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IVE vs. VOO - Dividend Comparison
IVE's dividend yield for the trailing twelve months is around 1.64%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
IVE vs. VOO - Drawdown Comparison
The maximum IVE drawdown since its inception was -61.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IVE and VOO.
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Drawdown Indicators
| IVE | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.32% | -33.99% | -27.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.00% | -11.98% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -24.52% | +6.48% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -33.99% | -3.05% |
Current DrawdownCurrent decline from peak | -4.58% | -6.29% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -3.72% | -6.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.52% | +0.03% |
Volatility
IVE vs. VOO - Volatility Comparison
The current volatility for iShares S&P 500 Value ETF (IVE) is 3.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that IVE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVE | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 5.29% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 9.44% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.61% | 18.10% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 16.82% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 17.99% | -1.01% |