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

ETF | Large Value |

Last Closing

USD 196.17

Change

-1.24 (-0.63)%

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: 2025-01-31 )

Largest Industry Peers for Large Value

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

-0.15 (-0.54%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

-0.27 (-0.42%)

USD 30.07B
FNDX Schwab Fundamental U.S. Large ..

-0.17 (-0.69%)

USD 17.33B
SCHV Schwab U.S. Large-Cap Value ET..

-0.19 (-0.70%)

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

-0.18 (-0.41%)

USD 6.63B
VOOV Vanguard S&P 500 Value Index F..

-1.08 (-0.57%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

-0.41 (-0.81%)

USD 4.50B
SPHD Invesco S&P 500® High Dividen..

-0.22 (-0.45%)

USD 3.31B
LRGF iShares U.S. Equity Factor ETF

-0.35 (-0.56%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

-0.60 (-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 2.77% 29% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.77% 29% F 58% F
Trailing 12 Months  
Capital Gain 11.80% 14% F 61% D-
Dividend Return 1.61% 30% F 27% F
Total Return 13.42% 10% F 57% F
Trailing 5 Years  
Capital Gain 54.94% 69% C- 73% C
Dividend Return 11.54% 22% F 35% F
Total Return 66.48% 58% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.03% 73% C 73% C
Dividend Return 15.81% 71% C- 72% C
Total Return 1.78% 35% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 14.45% 83% B 68% D+
Risk Adjusted Return 109.39% 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.