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Upturn AI SWOT - About
iShares S&P 500 Value ETF (IVE)
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Upturn Advisory Summary
04/01/2025: IVE (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.52% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1167486 | Beta 0.92 | 52 Weeks Range 172.65 - 204.71 | Updated Date 04/2/2025 |
52 Weeks Range 172.65 - 204.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares S&P 500 Value ETF
ETF Overview
Overview
The iShares S&P 500 Value ETF (IVE) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. It primarily focuses on the large-cap value segment, allocating assets to companies with lower price-to-book ratios and other value indicators. The investment strategy involves passively tracking the S&P 500 Value Index.
Reputation and Reliability
iShares is a well-established and reputable ETF provider managed by BlackRock, one of the world's largest asset managers.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and passive investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P 500 Value Index.
Composition The ETF primarily holds stocks of large-cap U.S. companies identified as having value characteristics.
Market Position
Market Share: IVE holds a significant portion of the market share within the large-cap value ETF segment.
Total Net Assets (AUM): 31270000000
Competitors
Key Competitors
- VTV
- RPV
- SPYV
Competitive Landscape
The large-cap value ETF market is competitive, with multiple established players. IVE benefits from BlackRock's brand recognition and large AUM, providing liquidity and low trading costs. Competitors like VTV offer similar strategies with slight variations in index construction and expense ratios. IVE's advantages include high liquidity and established track record, while potential disadvantages could involve slightly higher expense ratios compared to some competitors.
Financial Performance
Historical Performance: Historical performance data can be found on financial websites like Yahoo Finance, Bloomberg, and the iShares website itself.
Benchmark Comparison: The ETF's performance is typically compared to the S&P 500 Value Index. It should track it closely.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVE exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and sector valuations can influence the performance of value stocks and, consequently, IVE.
Growth Trajectory
The growth trajectory depends on the overall performance of the value stock segment, with changes reflecting market shifts and value index modifications.
Moat and Competitive Advantages
Competitive Edge
IVE's competitive edge lies in its established brand (iShares), substantial AUM, and tight tracking of the S&P 500 Value Index. Its high liquidity and low expense ratio (compared to some smaller value ETFs) make it attractive to investors. The fund benefits from the widespread recognition and adoption of the iShares brand. Moreover, BlackRock's expertise in passive management ensures efficient tracking and low operational costs.
Risk Analysis
Volatility
The ETF's volatility is comparable to that of the S&P 500 Value Index. Value stocks are typically less volatile than growth stocks, but market downturns can still impact performance.
Market Risk
The primary risk is market risk, as the ETF is exposed to fluctuations in the U.S. equity market, especially large-cap value stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the U.S. large-cap value segment with a passive investment strategy.
Market Risk
The ETF is suitable for long-term investors and passive index followers seeking value exposure within their portfolios.
Summary
The iShares S&P 500 Value ETF (IVE) provides exposure to large-cap U.S. companies with value characteristics, tracking the S&P 500 Value Index. It benefits from iShares' reputable management and high liquidity, making it a suitable option for long-term investors seeking value exposure. Its low expense ratio and tight tracking enhance its attractiveness as a core portfolio holding. While exposed to market risk, its focus on value stocks can offer some downside protection compared to growth-oriented ETFs.
Similar Companies
IWD
iShares Russell 1000 Value ETF
IWD
iShares Russell 1000 Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
VOE
Vanguard Mid-Cap Value Index Fund ETF Shares
VOE
Vanguard Mid-Cap Value Index Fund ETF Shares
VTV
Vanguard Value Index Fund ETF Shares
VTV
Vanguard Value Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares official website
- Yahoo Finance
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares S&P 500 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the large-capitalization value sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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