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iShares S&P 500 Value ETF (IVE)IVE
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Upturn Advisory Summary
09/18/2024: IVE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 11.22% | Upturn Advisory Performance  3 | Avg. Invested days: 56 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 11.22% | Avg. Invested days: 56 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 390493 | Beta 0.87 |
52 Weeks Range 145.22 - 197.39 | Updated Date 09/19/2024 |
52 Weeks Range 145.22 - 197.39 | Updated Date 09/19/2024 |
AI Summarization
iShares S&P 500 Value ETF (IVE) Overview:
Profile: IVE tracks the S&P 500 Value Index, which comprises large-cap US stocks classified as value based on a combination of metrics like book-to-price ratio and earnings yield. It offers diversified exposure to various sectors like financials, industrials, and healthcare.
Objective: To provide investment returns that closely track the performance of the S&P 500 Value Index, before fees and expenses.
Issuer: BlackRock (BLK), the world's largest asset manager, known for its robust financial standing and extensive experience in managing various investment products.
Market Share: IVE is one of the largest value-focused ETFs, with over $25 billion in assets under management, accounting for approximately 18% of the value ETF market.
Total Net Assets: $30.62 billion as of November 7, 2023.
Moat:
- Low Fees: IVE boasts a low expense ratio of 0.03%, making it one of the most cost-efficient ways to gain value exposure.
- Liquidity: IVE experiences significant daily trading volume, ensuring ease of entering and exiting positions.
- Diversification: The broad exposure across various value stocks mitigates risks associated with individual company performance.
Financial Performance: IVE has historically outperformed the broader market during periods when value stocks outperform. Note: Past performance does not guarantee future results.
Benchmark Comparison: IVE has generally tracked its benchmark index closely, demonstrating its efficiency in replicating its performance.
Growth Trajectory: Value investing trends indicate potential for future growth as investor sentiment shifts towards value stocks.
Liquidity:
- Average Daily Trading Volume: Approx. 10 million shares
- Bid-Ask Spread: Tight spread, indicating low trading costs.
Market Dynamics: The ETF’s market environment is influenced by factors like:
- Economic Indicators: Interest rate changes, inflation levels, and economic growth impact value stock performance.
- Sector Performance: The performance of individual sectors within the index can influence IVE’s overall returns.
Competitors:
- iShares Russell 1000 Value ETF (IWD)
- Vanguard Value ETF (VTV)
- Schwab U.S. Large-Cap Value ETF (SCHV)
Expense Ratio: 0.03%, making it a highly cost-effective investment option.
Investment Approach and Strategy:
- Tracks the S&P 500 Value Index.
- Composition: Large-cap U.S. stocks classified as value based on metrics like book-to-price ratio, earnings yield, etc.
Key Points:
- Low-cost access to the S&P 500 value space.
- Diversified exposure across various sectors and companies.
- Potential for outperformance during value investing cycles.
Risks:
- Value investing can underperform during growth-oriented market phases.
- Market volatility can impact the ETF’s value.
- Sector-specific risks can affect the ETF's performance.
Who should consider investing:
- Investors seeking value exposure within the large-cap US stock market.
- Investors with a long-term investment horizon.
- Investors seeking diversification within their portfolio.
Disclaimer: This information is for informational purposes only and should not be considered investment advice. Please consult a qualified financial professional 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
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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