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| Side by side | IVE |
|---|---|
| Strategy | Low-Cost Core · S&P 500 |
| Expense ratio | 0.18% |
| Cost per year on $10k | $18 |
| Trailing 12-mo yield | 1.50% |
| Income per year on $10k | $150 |
| YTD | +15.1% |
| 1 year | +16.4% |
| 3 years · per year | +19.0% |
| 5 years · per year | +11.6% |
| Worst drop · 1Y | −6.2% |
| Volatility · 1Y | 9.5% |
| Holdings | 435 |
| Assets | $51.2B |
| Leverage | None |
| Since | 2000 |
Highlighted = best in the row. Returns include dividends.