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

ETF | Large Value |

Last Closing

USD 196.65

Change

+1.29 (+0.66)%

Market Cap

N/A

Volume

0.33M

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: 2024-10-04 )

Largest Industry Peers for Large Value

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

+0.33 (+0.39%)

USD 61.23B
DGRO iShares Core Dividend Growth E..

+0.40 (+0.64%)

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

+0.63 (+0.89%)

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

+0.55 (+0.69%)

USD 11.79B
SPYD SPDR® Portfolio S&P 500 High ..

+0.20 (+0.44%)

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

+1.25 (+0.66%)

USD 5.21B
FDVV Fidelity® High Dividend ETF

+0.17 (+0.34%)

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

+0.13 (+0.26%)

USD 3.52B
IWX iShares Russell Top 200 Value ..

+0.66 (+0.82%)

USD 3.20B
LRGF iShares U.S. Equity Factor ETF

+0.55 (+0.94%)

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% 22% F 64% D
Dividend Return 1.63% 38% F 33% F
Total Return 14.72% 22% F 62% D
Trailing 12 Months  
Capital Gain 28.44% 63% D 71% C-
Dividend Return 2.37% 41% F 33% F
Total Return 30.80% 53% F 68% D+
Trailing 5 Years  
Capital Gain 67.09% 76% C+ 75% C
Dividend Return 10.62% 33% F 37% F
Total Return 77.71% 75% 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