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iShares is one of the largest ETF providers globally, known for offering a broad, diversified lineup of exchange-traded funds across multiple asset classes and investment strategies. The company operates 215 funds spanning 15 distinct families, including popular offerings in dividend income, covered call strategies, bonds, equities, ESG-focused investments, and factor-based approaches, with widely-held tickers like AGG (bond), ACWI (global equity), and AOA (allocation). iShares is characterized by its comprehensive fund ecosystem that serves both core portfolio holdings and specialized investment strategies, making it a prominent player for investors seeking both traditional and alternative income-generating ETF solutions.
See our curated list of related YouTube videos on IVE and IVW.
Projections assume the current yield and share price remain constant. Actual results will vary.
Total returns
IVE has lagged IVW over the trailing twelve months, posting a 18.21% total return against 24.60%. The lead holds up over 10 years too: IVW has compounded at 17.62% a year, against 11.59% for IVE. IVE has been the steadier holding, though — annualized volatility of 12.5% against 19.3% for IVW. Figures are total returns: price change plus every distribution reinvested.
Total return with all distributions reinvested on the ex-dividend date, split-adjusted, as of July 14, 2026. YTD and 1Y are cumulative; longer windows are annualized. “Since May 2000” measures every fund from May 26, 2000 — the youngest fund's first trading day — so all funds share one comparison window. Volatility is the annualized standard deviation of daily total returns over the trailing 3 years. Sharpe and Sortino divide the annualized return in excess of the risk-free rate by, respectively, that volatility and the downside deviation (both over the trailing 3 years) — higher is better. Max drawdown is the largest peak-to-trough total-return decline over the same window — shallower is better.
Quick verdict
IVE (iShares S&P 500 Value ETF) and IVW (iShares S&P 500 Growth ETF) are both quarterly-pay dividend ETFs, but they take different approaches.
IVE offers the higher yield at 1.56% vs 0.37% for IVW. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
They track different benchmarks: IVE is linked to S&P 500 Value Index while IVW tracks S&P 500 Growth Index, which means their performance drivers differ.
IVW is the larger fund by assets ($73.0B), which generally means tighter spreads and better liquidity.
Deep dive
Yield & income
On a $10,000 investment, IVE would generate roughly $13.00/month, while IVW would produce $3.08/month, at current distribution rates. Both pay quarterly distributions.
IVE yield1.56%
IVW yield0.37%
Monthly diff on $10K$9.92
Cost & efficiency
Over 10 years on $10,000, IVE would cost approximately $180 in fees vs $180 for IVW (simplified, not compounded). Both charge the same expense ratio.
IVE ER0.18%
IVW ER0.18%
Strategy & risk
IVE tracks S&P 500 Value Index with an index approach, while IVW tracks S&P 500 Growth Index with an index approach. Beta is 0.79 for IVE and 1.2 for IVW, indicating IVE is less volatile relative to the market.
IVE beta0.79
IVW beta1.2
Fund details
IVE is managed by iShares (launched 05/22/2000) with $47.8B in assets. IVW is managed by iShares (launched 05/22/2000) with $73.0B in assets.
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Frequently asked questions
Is IVE or IVW better for dividend income?
It depends on your goals. IVE currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
What is the difference between IVE and IVW?
IVE (iShares S&P 500 Value ETF) tracks S&P 500 Value Index with an index approach, while IVW (iShares S&P 500 Growth ETF) tracks S&P 500 Growth Index with an index approach. They are issued by iShares and iShares respectively.
Can I hold both IVE and IVW?
Yes — nothing prevents holding both. Whether the combination actually diversifies depends on how much the underlying exposures overlap, which isn't fully measurable from the data on this page; review each security's holdings, sector, and strategy before treating them as complementary.
Which has lower fees, IVE or IVW?
IVE and IVW both charge the same expense ratio of 0.18%, so neither is cheaper on fees — pick based on yield, strategy, or underlying index instead.
How much income does $10,000 in IVE vs IVW generate?
At current rates, $10,000 in IVE would generate roughly $13.00 per month ($156.00 annually). The same in IVW would produce about $3.08 per month ($37.00 annually).
Which has performed better historically, IVE or IVW?
IVE has lagged IVW over the trailing twelve months, posting a 18.21% total return against 24.60%. The lead holds up over 10 years too: IVW has compounded at 17.62% a year, against 11.59% for IVE. IVE has been the steadier holding, though — annualized volatility of 12.5% against 19.3% for IVW. Figures are total returns: price change plus every distribution reinvested. Past performance does not guarantee future results.
Explore related screeners
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