IVE vs VOO
iShares S&P 500 Value ETF vs Vanguard S&P 500 ETF
Which is better, IVE or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. IVE led over 1Y, VOO over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVE | VOO |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $50.6B | $1.0T |
| Dividend Yield | 1.50% | 1.05% |
| Holdings | 883 | 519 |
| YTD Return | +15.14%Best | +11.31% |
| 1Y Return | +17.18%Best | +13.49% |
| 3Y Return (annualized) | +16.55% | +20.46%Best |
| 5Y Return (annualized) | +11.47% | +11.61%Best |
| Volatility (annualized) | 14.2% | 14.0%Best |
| Max Drawdown | -37.0% | -34.3%Best |
| $10,000 over 5 years | $17,210 | $17,319Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | May 22, 2000 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Nov 13, 2026 (16.2 years).
IVE vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16.2 years both funds cover.
IVE vs VOO Performance
iShares S&P 500 Value ETF (IVE) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IVE returned +17.18% while VOO returned +13.49%. Year to date, IVE is up 15.14% versus a gain of 11.31% for VOO.
Over three years, IVE compounded at +16.55% per year against +20.46% for VOO; over five years the annualized figures are +11.47% and +11.61% respectively. Across the full 16-year window we track, VOO has the edge at +13.18% annualized vs +10.53%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVE has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 14.0% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -37.0% for IVE and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVE charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IVE currently yields 1.50% against 1.05% for VOO.
You are not choosing between two funds in isolation.
Whichever of IVE and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVE or VOO?
IVE has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, IVE or VOO?
Over the past year IVE returned +17.18% vs +13.49% for VOO, so IVE leads on 1-year performance. Over the longest common window we track (16 years), IVE annualized +10.53% vs +13.18% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVE or VOO?
IVE has been the more volatile fund at 14.2% annualized versus 14.0% for VOO. Worst drawdown: IVE -37.0% vs VOO -34.3%.
Should I hold both IVE and VOO?
IVE and VOO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVE or VOO?
IVE yields 1.50% while VOO yields 1.05%, so IVE currently pays the higher dividend yield.
Is VOO better than IVE?
VOO has a lower expense ratio. IVE led over 1Y, VOO over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.