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

ETF | Large Value |

Last Closing

USD 195.89

Change

-0.20 (-0.10)%

Market Cap

N/A

Volume

1.33M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Large Value

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

+0.09 (+0.32%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

-0.09 (-0.14%)

USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

-0.01 (-0.04%)

USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.01 (-0.04%)

USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

+0.20 (+0.44%)

USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

-0.17 (-0.09%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

-0.10 (-0.20%)

USD 3.88B
SPHD Invesco S&P 500® High Dividen..

+0.14 (+0.28%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

-0.25 (-0.31%)

USD 3.17B
LRGF iShares U.S. Equity Factor ETF

-0.21 (-0.35%)

USD 2.21B

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 12.65% 32% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.65% 40% F 68% D+
Trailing 12 Months  
Capital Gain 28.58% 58% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.58% 62% D 70% C-
Trailing 5 Years  
Capital Gain 58.01% 79% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 58.01% 79% B- 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.76% 73% C 72% C
Dividend Return 14.54% 71% C- 72% C
Total Return 1.78% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.89% 69% C- 66% D+
Risk Adjusted Return 97.67% 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.