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

ETF | Large Value |

Last Closing

USD 196.66

Change

-0.51 (-0.26)%

Market Cap

N/A

Volume

2.49M

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: 2024-10-01 )

Largest Industry Peers for Large Value

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

-0.05 (-0.06%)

USD 61.23B
DGRO iShares Core Dividend Growth E..

-0.19 (-0.30%)

USD 30.15B
FNDX Schwab Fundamental U.S. Large ..

-0.38 (-0.53%)

USD 17.02B
SCHV Schwab U.S. Large-Cap Value ET..

-0.29 (-0.36%)

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

-0.22 (-0.48%)

USD 6.77B
VOOV Vanguard S&P 500 Value Index F..

-0.64 (-0.34%)

USD 5.21B
FDVV Fidelity® High Dividend ETF

-0.30 (-0.59%)

USD 3.58B
SPHD Invesco S&P 500® High Dividen..

+0.06 (+0.12%)

USD 3.52B
IWX iShares Russell Top 200 Value ..

-0.18 (-0.22%)

USD 3.18B
LRGF iShares U.S. Equity Factor ETF

-0.52 (-0.88%)

USD 2.16B

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 13.09% 24% F 66% D+
Dividend Return 1.63% 37% F 32% F
Total Return 14.72% 24% F 63% D
Trailing 12 Months  
Capital Gain 30.45% 83% B 73% C
Dividend Return 2.40% 40% F 32% F
Total Return 32.85% 77% C+ 71% C-
Trailing 5 Years  
Capital Gain 69.43% 77% C+ 77% C+
Dividend Return 10.77% 34% F 37% F
Total Return 80.20% 77% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.13% N/A N/A 72% C
Dividend Return 13.91% N/A N/A 71% C-
Total Return 1.79% N/A N/A 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.89% N/A N/A 65% D
Risk Adjusted Return 93.46% N/A N/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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike