iShares - S&P 500 Value ETF Symbol: IVE

The S&P 500 Value ETF fund, symbol IVE, is an exchange traded fund (ETF) within the iShares family. There are many other funds which offer a similar return profile to IVE, available as an ETF from Vanguard, a mutual fund from Vanguard Mutual Funds, and an ETF from iShares.

What is similar to IVE?

When comparing both daily movements and return profile, there are multiple funds which are very similar to iShares's S&P 500 Value ETF, but not exactly the same. VSPVX (Vanguard Mutual Funds S&P 500 Value Index Fund Institutional Shares), VRVIX (Vanguard Mutual Funds Russell 1000 Value Index Fund Institutional Shares), VTV (Vanguard Value ETF), VVIAX (Vanguard Mutual Funds Value Index Fund Admiral Shares), VIVIX (Vanguard Mutual Funds Value Index Fund Institutional Shares), VHYAX (Vanguard Mutual Funds High Dividend Yield Index Fund Admiral Shares), VEIRX (Vanguard Mutual Funds Equity Income Fund Admiral Shares), VEIPX (Vanguard Mutual Funds Equity Income Fund Investor Shares), IUSV (iShares Core S&P U.S. Value ETF), and VOOV (Vanguard S&P 500 Value ETF).
Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VOOV Vanguard S&P 500 Value ETF
Extremely Similar IUSV iShares Core S&P U.S. Value ETF
Extremely Similar VEIPX Vanguard Mutual Funds Equity Income Fund Investor Shares
Extremely Similar VEIRX Vanguard Mutual Funds Equity Income Fund Admiral Shares
Extremely Similar VHYAX Vanguard Mutual Funds High Dividend Yield Index Fund Admiral Shares
Extremely Similar VIVIX Vanguard Mutual Funds Value Index Fund Institutional Shares
Extremely Similar VVIAX Vanguard Mutual Funds Value Index Fund Admiral Shares
Extremely Similar VTV Vanguard Value ETF
Extremely Similar VRVIX Vanguard Mutual Funds Russell 1000 Value Index Fund Institutional Shares
Extremely Similar VSPVX Vanguard Mutual Funds S&P 500 Value Index Fund Institutional Shares

What is the Vanguard equivalent of IVE?

We track 2 Vanguard ETFs which are extremely similar to iShares's IVE: VTV (Value ETF), and VOOV (S&P 500 Value ETF).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VTV Vanguard Value ETF
Extremely Similar VOOV Vanguard S&P 500 Value ETF

What is the Vanguard Mutual Funds equivalent of IVE?

We track 7 Vanguard Mutual Funds mutual funds which are extremely similar to iShares's IVE: VSPVX (S&P 500 Value Index Fund Institutional Shares), VRVIX (Russell 1000 Value Index Fund Institutional Shares), VVIAX (Value Index Fund Admiral Shares), VIVIX (Value Index Fund Institutional Shares), VHYAX (High Dividend Yield Index Fund Admiral Shares), VEIRX (Equity Income Fund Admiral Shares), and VEIPX (Equity Income Fund Investor Shares).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VSPVX Vanguard Mutual Funds S&P 500 Value Index Fund Institutional Shares
Extremely Similar VRVIX Vanguard Mutual Funds Russell 1000 Value Index Fund Institutional Shares
Extremely Similar VVIAX Vanguard Mutual Funds Value Index Fund Admiral Shares
Extremely Similar VIVIX Vanguard Mutual Funds Value Index Fund Institutional Shares
Extremely Similar VHYAX Vanguard Mutual Funds High Dividend Yield Index Fund Admiral Shares
Extremely Similar VEIRX Vanguard Mutual Funds Equity Income Fund Admiral Shares
Extremely Similar VEIPX Vanguard Mutual Funds Equity Income Fund Investor Shares

Which iShares funds are most similar to IVE?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar IUSV iShares Core S&P U.S. Value ETF
Very Similar IWD iShares Russell 1000 Value ETF
Very Similar DGRO iShares Core Dividend Growth ETF
Similar IWX iShares Russell Top 200 Value ETF
Similar ILCV iShares Morningstar Value ETF

Which Non-iShares funds are most similar to IVE?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VSPVX Vanguard Mutual Funds S&P 500 Value Index Fund Institutional Shares
Extremely Similar VRVIX Vanguard Mutual Funds Russell 1000 Value Index Fund Institutional Shares
Extremely Similar VTV Vanguard Value ETF
Extremely Similar VVIAX Vanguard Mutual Funds Value Index Fund Admiral Shares
Extremely Similar VIVIX Vanguard Mutual Funds Value Index Fund Institutional Shares

Which iShares funds are negatively correlated to IVE?

Correlation Symbol Fund Family Fund Name Compare
-47.3% IBTE iShares iBonds Dec 2024 Term Treasury ETF
-45.4% TLH iShares 10-20 Year Treasury Bond ETF
-45.3% IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-44.8% GOVT iShares U.S. Treasury Bond ETF
-43.9% TLT iShares 20+ Year Treasury Bond ETF
-43.5% IEF iShares 7-10 Year Treasury Bond ETF
-43.4% IEI iShares 3-7 Year Treasury Bond ETF
-41.6% IBTF iShares iBonds Dec 2025 Term Treasury ETF
-41.0% IBTD iShares iBonds Dec 2023 Term Treasury ETF
-38.9% IBTI iShares iBonds Dec 2028 Term Treasury ETF

Which Non-iShares funds are negatively correlated to IVE?

Correlation Symbol Fund Family Fund Name Compare
-96.2% DOG PowerShares Short Dow30
-95.4% SH PowerShares Short S&P500
-95.3% DXD PowerShares UltraShort Dow30
-94.7% SDS PowerShares UltraShort S&P500
-93.6% SPXU PowerShares UltraPro Short S&P500
-93.6% MYY PowerShares Short MidCap400
-93.5% SEF PowerShares Short Financials
-92.7% MZZ PowerShares UltraShort MidCap400
-92.7% SKF PowerShares UltraShort Financials
-90.3% RWM PowerShares Short Russell2000

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