IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 194.76

Change

-2.39 (-1.21)%

Market Cap

N/A

Volume

0.45M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-1.69 (-1.99%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

-0.79 (-1.26%)

USD 30.27B
IUSV iShares Core S&P U.S. Value ET..

-1.23 (-1.29%)

USD 19.13B
FNDX Schwab Fundamental U.S. Large ..

-0.72 (-1.01%)

USD 17.06B
SCHV Schwab U.S. Large-Cap Value ET..

-0.92 (-1.15%)

USD 11.82B
SPYD SPDR® Portfolio S&P 500 High ..

-0.31 (-0.68%)

USD 6.72B
VOOV Vanguard S&P 500 Value Index F..

-1.24 (-0.65%)

USD 5.22B
SPHD Invesco S&P 500® High Dividen..

-0.29 (-0.58%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

-0.18 (-0.36%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

-0.84 (-1.04%)

USD 3.18B

ETFs Containing IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.00% 26% F 64% D
Dividend Return 1.63% 41% F 34% F
Total Return 13.63% 26% F 61% D-
Trailing 12 Months  
Capital Gain 27.02% 76% C+ 72% C
Dividend Return 2.36% 44% F 35% F
Total Return 29.38% 75% C 70% C-
Trailing 5 Years  
Capital Gain 64.30% 78% C+ 76% C+
Dividend Return 10.54% 36% F 38% F
Total Return 74.84% 76% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.98% 69% C- 72% C
Dividend Return 13.77% 65% D 71% C-
Total Return 1.79% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.92% 69% C- 64% D
Risk Adjusted Return 92.31% 92% A 95% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.