Growth of $10,000 in IVE
iShares S&P 500 Value ETF · iShares
A $10,000 investment compounding at IVE’s trailing 10-year annualized total return of 11.8% would reach $93,242 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.18% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (14.6%) | At 5-year avg (11.6%) | At 10-year avg (11.8%) |
|---|---|---|---|
| 5 years | $19,792 | $17,280 | $17,474 |
| 10 years | $39,173 | $29,860 | $30,536 |
| 15 years | $77,531 | $51,597 | $53,359 |
| 20 years | $153,450 | $89,160 | $93,242 |
| 25 years | $303,709 | $154,068 | $162,936 |
| 30 years | $601,103 | $266,229 | $284,721 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open IVE in the interactive calculator →
Frequently Asked Questions
What would $10,000 in IVE be worth in 10 years?
Compounding at its trailing 10-year annualized return of 11.8%, $10,000 in IVE would grow to about $30,536 in 10 years and $93,242 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is IVE's average annual return?
As of Aug 7, 2026, IVE's annualized total returns were 14.6% over 3 years, 11.6% over 5 years, 11.8% over 10 years — dividends reinvested, net of its 0.18% expense ratio.