VOOV vs. IVE
Compare and contrast key facts about Vanguard S&P 500 Value ETF (VOOV) and iShares S&P 500 Value ETF (IVE).
VOOV and IVE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010. 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. Both VOOV and IVE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOOV or IVE.
Correlation
The correlation between VOOV and IVE is 0.89, 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.
Performance
VOOV vs. IVE - Performance Comparison
Key characteristics
VOOV:
0.38
IVE:
0.38
VOOV:
0.65
IVE:
0.64
VOOV:
1.09
IVE:
1.09
VOOV:
0.35
IVE:
0.34
VOOV:
1.23
IVE:
1.21
VOOV:
4.96%
IVE:
4.98%
VOOV:
15.91%
IVE:
15.82%
VOOV:
-37.31%
IVE:
-61.32%
VOOV:
-8.98%
IVE:
-9.02%
Returns By Period
The year-to-date returns for both stocks are quite close, with VOOV having a -2.24% return and IVE slightly lower at -2.26%. Both investments have delivered pretty close results over the past 10 years, with VOOV having a 9.58% annualized return and IVE not far behind at 9.51%.
VOOV
-2.24%
7.51%
-3.68%
5.26%
14.79%
9.58%
IVE
-2.26%
7.62%
-3.70%
5.11%
14.68%
9.51%
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VOOV vs. IVE - Expense Ratio Comparison
VOOV has a 0.10% expense ratio, which is lower than IVE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VOOV vs. IVE — Risk-Adjusted Performance Rank
VOOV
IVE
VOOV vs. IVE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value ETF (VOOV) and iShares S&P 500 Value ETF (IVE). 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.
Dividends
VOOV vs. IVE - Dividend Comparison
VOOV's dividend yield for the trailing twelve months is around 2.20%, more than IVE's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 2.20% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
IVE iShares S&P 500 Value ETF | 2.04% | 2.04% | 1.65% | 2.10% | 1.81% | 2.37% | 2.11% | 2.74% | 2.12% | 2.26% | 2.45% | 2.14% |
Drawdowns
VOOV vs. IVE - Drawdown Comparison
The maximum VOOV drawdown since its inception was -37.31%, smaller than the maximum IVE drawdown of -61.32%. Use the drawdown chart below to compare losses from any high point for VOOV and IVE. For additional features, visit the drawdowns tool.
Volatility
VOOV vs. IVE - Volatility Comparison
Vanguard S&P 500 Value ETF (VOOV) and iShares S&P 500 Value ETF (IVE) have volatilities of 12.07% and 12.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.