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

ETF | Large Value |

Last Closing

USD 195.58

Change

-0.65 (-0.33)%

Market Cap

N/A

Volume

0.47M

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: 2025-02-12 )

Largest Industry Peers for Large Value

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

-0.22 (-0.79%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

-0.38 (-0.59%)

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

-0.09 (-0.37%)

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

-0.15 (-0.55%)

USD 12.14B
SPYD SPDR® Portfolio S&P 500 High ..

-0.22 (-0.50%)

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

-0.61 (-0.32%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

-0.17 (-0.33%)

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

-0.30 (-0.61%)

USD 3.31B
IWX iShares Russell Top 200 Value ..

-0.32 (-0.38%)

USD 2.46B
LRGF iShares U.S. Equity Factor ETF

-0.12 (-0.19%)

USD 2.35B

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 2.46% 27% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.46% 27% F 56% F
Trailing 12 Months  
Capital Gain 11.57% 16% F 62% D
Dividend Return 1.61% 30% F 27% F
Total Return 13.18% 10% F 58% F
Trailing 5 Years  
Capital Gain 48.81% 65% D 72% C
Dividend Return 11.12% 24% F 36% F
Total Return 59.93% 52% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.14% 73% C 73% C
Dividend Return 15.92% 71% C- 73% C
Total Return 1.78% 35% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 14.39% 83% B 68% D+
Risk Adjusted Return 110.66% 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.