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

ETF | Large Value |

Last Closing

USD 190.3

Change

+0.88 (+0.46)%

Market Cap

N/A

Volume

0.49M

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: 2025-01-14 )

Largest Industry Peers for Large Value

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

+0.22 (+0.81%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.34 (+0.56%)

USD 29.90B
FNDX Schwab Fundamental U.S. Large ..

+0.13 (+0.55%)

USD 17.58B
SCHV Schwab U.S. Large-Cap Value ET..

+0.23 (+0.89%)

USD 11.55B
SPYD SPDR® Portfolio S&P 500 High ..

+0.39 (+0.92%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

+0.83 (+0.45%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.30 (+0.61%)

USD 4.20B
SPHD Invesco S&P 500® High Dividen..

+0.39 (+0.82%)

USD 3.40B
LRGF iShares U.S. Equity Factor ETF

+0.16 (+0.27%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.57 (+0.71%)

USD 2.28B

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 -0.30% 25% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.30% 25% F 50% F
Trailing 12 Months  
Capital Gain 10.59% 14% F 61% D-
Dividend Return 1.64% 30% F 27% F
Total Return 12.23% 10% F 56% F
Trailing 5 Years  
Capital Gain 44.64% 67% D+ 73% C
Dividend Return 11.10% 18% F 36% F
Total Return 55.74% 58% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.92% 71% C- 73% C
Dividend Return 15.70% 71% C- 72% C
Total Return 1.78% 35% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 14.51% 83% B 68% D+
Risk Adjusted Return 108.18% 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.