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

ETF | Large Value |

Last Closing

USD 189.43

Change

-1.45 (-0.76)%

Market Cap

N/A

Volume

1.06M

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: 2025-03-18 )

Largest Industry Peers for Large Value

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

-0.04 (-0.14%)

USD 67.99B
DGRO iShares Core Dividend Growth E..

-0.63 (-1.01%)

USD 30.16B
FNDX Schwab Fundamental U.S. Large ..

-0.13 (-0.55%)

USD 16.89B
SCHV Schwab U.S. Large-Cap Value ET..

-0.10 (-0.37%)

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

-0.01 (-0.02%)

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

-0.53 (-0.29%)

USD 5.12B
FDVV Fidelity® High Dividend ETF

-0.21 (-0.42%)

USD 4.61B
SPHD Invesco S&P 500® High Dividen..

-0.03 (-0.06%)

USD 3.41B
IWX iShares Russell Top 200 Value ..

-0.61 (-0.74%)

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

-0.84 (-1.43%)

USD 2.20B

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 -0.76% 23% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.76% 23% F 44% F
Trailing 12 Months  
Capital Gain 3.40% 4% F 55% F
Dividend Return 1.54% 40% F 29% F
Total Return 4.94% 2% F 48% F
Trailing 5 Years  
Capital Gain 108.95% 63% D 66% D+
Dividend Return 16.12% 22% F 35% F
Total Return 125.06% 46% F 63% D
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.