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

ETF | Large Value |

Last Closing

USD 196.35

Change

+1.88 (+0.97)%

Market Cap

N/A

Volume

0.47M

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: 2024-11-05 )

Largest Industry Peers for Large Value

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

+0.25 (+0.89%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

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

+0.26 (+1.10%)

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

+0.24 (+0.91%)

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

+0.56 (+1.25%)

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

+1.87 (+0.99%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

+0.59 (+1.17%)

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

+0.41 (+0.83%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

+0.84 (+1.05%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

+0.77 (+1.31%)

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 12.92% 40% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.92% 40% F 66% D+
Trailing 12 Months  
Capital Gain 24.98% 44% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.98% 44% F 68% D+
Trailing 5 Years  
Capital Gain 56.28% 83% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 56.28% 83% B 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.94% 75% C 73% C
Dividend Return 14.70% 71% C- 73% C
Total Return 1.77% 35% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.84% 73% C 65% D
Risk Adjusted Return 99.12% 92% A 97% 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.