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

ETF | Large Value |

Last Closing

USD 195.76

Change

+1.00 (+0.51)%

Market Cap

N/A

Volume

0.34M

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: 2024-09-26 )

Largest Industry Peers for Large Value

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

+0.37 (+0.44%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

+0.27 (+0.44%)

USD 30.27B
FNDX Schwab Fundamental U.S. Large ..

+0.48 (+0.68%)

USD 17.06B
RDVY First Trust Rising Dividend Ac..

+0.39 (+0.67%)

USD 11.98B
SCHV Schwab U.S. Large-Cap Value ET..

+0.42 (+0.53%)

USD 11.82B
VONV Vanguard Russell 1000 Value In..

+0.07 (+0.08%)

USD 9.38B
SPYD SPDR® Portfolio S&P 500 High ..

+0.07 (+0.16%)

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

+1.21 (+0.64%)

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

+0.07 (+0.14%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.02 (+0.04%)

USD 3.58B

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 12.58% 20% F 63% D
Dividend Return 1.63% 41% F 36% F
Total Return 14.20% 20% F 60% D-
Trailing 12 Months  
Capital Gain 26.99% 73% C 72% C
Dividend Return 2.35% 42% F 36% F
Total Return 29.34% 73% C 70% C-
Trailing 5 Years  
Capital Gain 65.14% 76% C+ 76% C+
Dividend Return 10.54% 38% F 39% F
Total Return 75.68% 75% 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.