IVE vs VWO

iShares S&P 500 Value ETF vs Vanguard FTSE Emerging Markets ETF

Quick take
  • VWO has the lower expense ratio at 0.06% vs 0.18% for IVE.
  • VWO pays a higher dividend yield (2.48%).

Side-by-side metrics

MetricIVEVWO
Expense ratio
Annual fee. Lower is better.
0.18%0.06%
Dividend yield
Trailing 12-month yield.
1.54%2.48%
AUM
Assets under management — bigger funds are typically more liquid.
$49.37B$159.87B
YTD return
6.38%13.00%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.830.79
P/E ratio
23.3717.55
Last price
$223.58$60.21
Inception
Issuer
iSharesVanguard

IVE top holdings

Top holdings · IVE
AAPLApple Inc6.98%
AMZNAmazon.com Inc4.26%
XOMExxon Mobil Corp2.26%
WMTWalmart Inc2.03%
COSTCostco Wholesale Corp1.58%
INTCIntel Corp1.55%
TSLATesla Inc1.43%
CVXChevron Corp1.27%
BACBank of America Corp1.24%
PGProcter & Gamble Co1.20%
Sector breakdown · IVE
Real Estate3.5%
Consumer Cyclical11.0%
Basic Materials3.4%
Consumer Defensive9.5%
Technology19.6%
Communication Services3.3%
Financial Services15.2%
Utilities4.6%
Industrials10.7%
Energy7.6%
Healthcare11.6%

VWO top holdings

Top holdings · VWO
2330.TWTaiwan Semiconductor Manufacturing Co Ltd12.85%
0700.HKTencent Holdings Ltd3.57%
9988.HKAlibaba Group Holding Ltd Ordinary Shares2.56%
RELIANCE.NSReliance Industries Ltd0.90%
00939China Construction Bank Corp Class H0.86%
HDFCBANK.NSHDFC Bank Ltd0.81%
2308.TWDelta Electronics Inc0.79%
PDDPDD Holdings Inc ADR0.71%
2317.TWHon Hai Precision Industry Co Ltd0.68%
1810.HKXiaomi Corp Class B0.65%
Sector breakdown · VWO
Real Estate2.3%
Consumer Cyclical11.2%
Basic Materials8.4%
Consumer Defensive3.9%
Technology26.3%
Communication Services7.8%
Financial Services20.5%
Utilities3.0%
Industrials7.9%
Energy4.7%
Healthcare4.1%

About IVE

IVE (iShares S&P 500 Value ETF) is S&P 500 value subset. Managed by iShares, the fund carries $49.4B in assets under management, an expense ratio of 0.18%, a dividend yield of 1.54%. Its largest holding is Apple Inc (AAPL), which represents 7.0% of the portfolio. Real Estate is the fund's largest sector exposure at 3.5%.

About VWO

VWO (Vanguard FTSE Emerging Markets ETF) is Stocks in emerging-market economies. Managed by Vanguard, the fund carries $159.9B in assets under management, an expense ratio of 0.06%, a dividend yield of 2.48%. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd (2330.TW), which represents 12.9% of the portfolio. Real Estate is the fund's largest sector exposure at 2.3%.