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Upturn AI SWOT - About
iShares Edge MSCI Intl Value Factor ETF (IVLU)
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Upturn Advisory Summary
04/01/2025: IVLU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.74% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 468562 | Beta 0.99 | 52 Weeks Range 25.45 - 31.68 | Updated Date 04/2/2025 |
52 Weeks Range 25.45 - 31.68 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Edge MSCI Intl Value Factor ETF
ETF Overview
Overview
The iShares Edge MSCI Intl Value Factor ETF (IVLU) aims to provide exposure to international developed market companies exhibiting value characteristics. It targets companies with lower valuations relative to their fundamentals.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock's management team consists of experienced professionals with expertise in investment management and ETF operations.
Investment Objective
Goal
The primary investment goal of IVLU is to track the investment results of an index composed of international developed market equities exhibiting value characteristics.
Investment Approach and Strategy
Strategy: IVLU aims to track the MSCI World ex USA Value Factor Index.
Composition The ETF primarily holds stocks from international developed markets that are deemed to have value characteristics based on factors such as price-to-book value, price-to-earnings, and dividend yield.
Market Position
Market Share: Data unavailable to accurately determine the market share of IVLU in its specific factor-based international equity category.
Total Net Assets (AUM): 68464556
Competitors
Key Competitors
- IVAL
- EFV
- DFAU
Competitive Landscape
The competitive landscape consists of other value-focused international equity ETFs. IVLU competes on expense ratio, tracking error, and fund size. A potential advantage of IVLU is BlackRock's brand recognition and established ETF platform. The disadvantage compared to similar ETFs would be the smaller AUM.
Financial Performance
Historical Performance: Historical performance data would require querying a financial data provider (e.g., Bloomberg, Refinitiv).
Benchmark Comparison: Benchmark comparison requires historical performance data compared to the MSCI World ex USA Value Factor Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, indicated by its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
IVLU's performance is affected by global economic conditions, interest rates, currency fluctuations, and investor sentiment towards international value stocks.
Growth Trajectory
The growth trajectory depends on the continued interest in value investing and the relative performance of international markets compared to the US.
Moat and Competitive Advantages
Competitive Edge
IVLU benefits from BlackRock's established ETF platform and brand reputation. Its focus on value stocks in international developed markets offers diversification for investors seeking exposure outside the US. The ETF's rules-based index methodology provides a transparent and systematic approach to value investing. Its broad diversification reduces company-specific risk, making it attractive for risk-averse investors.
Risk Analysis
Volatility
Volatility would require historical price data analysis, reflecting market fluctuations and sensitivity to economic events.
Market Risk
IVLU is subject to market risk, including the risk of declines in international equity markets. Currency risk and political instability in international markets can also impact the ETF's performance.
Investor Profile
Ideal Investor Profile
IVLU is suited for investors seeking international equity exposure with a value tilt. Investors looking to diversify their portfolios and potentially benefit from undervalued companies in developed markets may find IVLU attractive.
Market Risk
IVLU is suitable for long-term investors and those seeking a blend of growth and value. It is also appropriate for passive index followers wanting to gain exposure to international value stocks.
Summary
The iShares Edge MSCI Intl Value Factor ETF provides exposure to international developed market companies exhibiting value characteristics. It's managed by BlackRock, a reputable asset manager. The fund tracks the MSCI World ex USA Value Factor Index. IVLU is suitable for long-term investors seeking international diversification with a value tilt, subject to market and currency risks. The expense ratio is 0.30%.
Similar Companies
- IVAL
- EFV
- DFAU
- IHDG
- IWD
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is approximate and may vary depending on the source and date.
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 Edge MSCI Intl Value Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI World ex USA Index.
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