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

ETF | Large Value |

Last Closing

USD 198.99

Change

-1.75 (-0.87)%

Market Cap

N/A

Volume

0.41M

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: 2024-10-21 )

Largest Industry Peers for Large Value

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

-0.34 (-1.18%)

USD 64.18B
DGRO iShares Core Dividend Growth E..

-0.57 (-0.89%)

USD 30.75B
FNDX Schwab Fundamental U.S. Large ..

-0.19 (-0.78%)

USD 17.45B
SCHV Schwab U.S. Large-Cap Value ET..

-0.26 (-0.95%)

USD 12.08B
SPYD SPDR® Portfolio S&P 500 High ..

-0.60 (-1.30%)

USD 6.94B
VOOV Vanguard S&P 500 Value Index F..

-1.62 (-0.83%)

USD 5.25B
FDVV Fidelity® High Dividend ETF

-0.24 (-0.46%)

USD 3.89B
SPHD Invesco S&P 500® High Dividen..

-0.58 (-1.14%)

USD 3.51B
IWX iShares Russell Top 200 Value ..

-0.60 (-0.72%)

USD 3.25B
LRGF iShares U.S. Equity Factor ETF

-0.14 (-0.23%)

USD 2.24B

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 14.43% 36% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.43% 40% F 69% C-
Trailing 12 Months  
Capital Gain 32.68% 77% C+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.68% 79% B- 72% C
Trailing 5 Years  
Capital Gain 63.52% 81% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.52% 81% B- 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.58% 73% C 72% C
Dividend Return 14.36% 69% C- 72% C
Total Return 1.78% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.88% 71% C- 66% D+
Risk Adjusted Return 96.51% 92% A 96% N/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.