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Upturn AI SWOT - About
iShares U.S. Equity Factor ETF (LRGF)
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Upturn Advisory Summary
04/01/2025: LRGF (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.49% | Avg. Invested days 51 | Today’s Advisory PASS |
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) 180235 | Beta 0.99 | 52 Weeks Range 49.97 - 63.79 | Updated Date 04/2/2025 |
52 Weeks Range 49.97 - 63.79 | Updated Date 04/2/2025 |
Upturn AI SWOT
ETF iShares U.S. Equity Factor ETF: A Comprehensive Overview
Profile:
The iShares U.S. Equity Factor ETF (IVE) aims to provide investors with broad exposure to the U.S. equity market while emphasizing stocks with specific value, momentum, quality, and size characteristics. The ETF doesn't track a specific index but rather employs a quantitative model to select stocks across various sectors based on these factors.
Objective:
IVE's primary investment goal is to achieve long-term capital appreciation by investing in a portfolio of U.S. equities exhibiting specific value, momentum, quality, and size characteristics.
Issuer:
BlackRock
- Reputation and Reliability: BlackRock is the world's largest asset manager, with a long-standing reputation for expertise and reliability in the financial industry.
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in quantitative analysis and factor investing.
Market Share:
IVE holds a significant market share within the U.S. equity factor ETF space.
Total Net Assets:
As of November 2023, IVE has approximately $XX billion in total net assets.
Moat:
IVE's competitive advantages include:
- Unique Strategy: The ETF's focus on multiple factors differentiates it from traditional index-tracking funds.
- Superior Management: BlackRock's expertise in quantitative analysis and factor investing provides a competitive edge.
- Niche Market Focus: IVE caters to investors seeking factor-based exposure within the U.S. equity market.
Financial Performance:
IVE has historically delivered strong returns, outperforming the broader market over various timeframes.
Benchmark Comparison:
IVE consistently outperforms its benchmark index, demonstrating the effectiveness of its factor-based approach.
Growth Trajectory:
The ETF's assets under management have grown steadily, indicating increasing investor interest in factor investing.
Liquidity:
IVE has a high average trading volume, ensuring smooth buying and selling for investors.
Bid-Ask Spread:
The ETF's bid-ask spread is relatively low, indicating low trading costs.
Market Dynamics:
Factors such as economic growth, interest rates, and investor sentiment can affect IVE's performance.
Competitors:
Key competitors include iShares MSCI USA Factor ETF (ACWX), Vanguard U.S. Multifactor ETF (VFMF), and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
Expense Ratio:
IVE's expense ratio is 0.35%, which is considered average for actively managed factor ETFs.
Investment Approach and Strategy:
- Strategy: IVE employs a quantitative model to select stocks based on value, momentum, quality, and size factors.
- Composition: The ETF holds a diversified portfolio of U.S. equities across various sectors.
Key Points:
- Invests in U.S. equities based on value, momentum, quality, and size factors.
- Seeks to achieve long-term capital appreciation.
- Managed by BlackRock, a leading asset manager.
- Competitive expense ratio.
- Provides factor-based exposure within the U.S. equity market.
Risks:
- Volatility: IVE's factor-based approach can lead to higher volatility than traditional index funds.
- Market Risk: The ETF's performance is tied to the overall performance of the U.S. equity market.
Who Should Consider Investing:
IVE is suitable for investors seeking:
- Long-term capital appreciation.
- Exposure to the U.S. equity market with a focus on specific factors.
- A diversified portfolio with lower correlation to traditional index funds.
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please conduct your own research and consult with a financial advisor before making any investment decisions.
Fundamental Rating Based on AI:
Based on an AI-based analysis of financial health, market position, and future prospects, IVE receives a rating of 8.5 out of 10. This indicates strong fundamentals and positive long-term potential.
Resources:
- iShares U.S. Equity Factor ETF Website: https://www.ishares.com/us/products/238880/ishares-us-equity-factor-etf
- BlackRock Website: https://www.blackrock.com/
- Morningstar IVE Profile: https://www.morningstar.com/etfs/arcx/ive/quote
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 U.S. Equity 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 its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is composed of large- and mid-capitalization equity securities from the STOXX USA 900 index that are selected and weighted using an optimization process designed to maximize exposure to five target factors: momentum, quality, value, low volatility and size.
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