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

ETF | Large Value |

Last Closing

USD 188.32

Change

-2.76 (-1.44)%

Market Cap

N/A

Volume

0.96M

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: 2025-03-11 )

Largest Industry Peers for Large Value

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

-0.64 (-2.26%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

-0.88 (-1.41%)

USD 31.61B
FNDX Schwab Fundamental U.S. Large ..

-0.31 (-1.31%)

USD 18.18B
SCHV Schwab U.S. Large-Cap Value ET..

-0.35 (-1.32%)

USD 12.12B
SPYD SPDR® Portfolio S&P 500 High ..

-0.85 (-1.90%)

USD 6.82B
VOOV Vanguard S&P 500 Value Index F..

-2.86 (-1.55%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

-0.57 (-1.14%)

USD 4.83B
SPHD Invesco S&P 500® High Dividen..

-1.08 (-2.13%)

USD 3.37B
IWX iShares Russell Top 200 Value ..

-0.97 (-1.19%)

USD 3.06B
LRGF iShares U.S. Equity Factor ETF

-0.37 (-0.64%)

USD 2.46B

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 -1.34% 29% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.34% 29% F 46% F
Trailing 12 Months  
Capital Gain 2.90% 10% F 58% F
Dividend Return 1.55% 30% F 28% F
Total Return 4.44% 6% D- 50% F
Trailing 5 Years  
Capital Gain 99.62% 71% C- 73% C
Dividend Return 15.49% 32% F 38% F
Total Return 115.10% 67% D+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 14.13% 73% C 73% C
Dividend Return 15.91% 71% C- 73% C
Total Return 1.78% 35% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.35% 83% B 68% D+
Risk Adjusted Return 110.86% 90% 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.