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

ETF | Large Value |

Last Closing

USD 182.07

Change

+2.60 (+1.45)%

Market Cap

N/A

Volume

3.80M

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: 2025-04-24 )

Largest Industry Peers for Large Value

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

+0.29 (+1.14%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.65 (+1.11%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

+0.34 (+1.52%)

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.33 (+1.31%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.37 (+0.89%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

+2.55 (+1.47%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.45 (+0.96%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

+0.29 (+0.62%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.79 (+1.01%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

+1.14 (+2.05%)

USD 2.15B

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 -4.62% 31% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.62% 31% F 42% F
Trailing 12 Months  
Capital Gain 0.90% 12% F 48% F
Dividend Return 1.10% 28% F 22% F
Total Return 2.00% 6% D- 39% F
Trailing 5 Years  
Capital Gain 75.08% 60% D- 67% D+
Dividend Return 13.26% 16% F 33% F
Total Return 88.34% 40% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 12.83% 79% B- 74% C
Dividend Return 14.57% 73% C 74% C
Total Return 1.74% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.26% 73% C 70% C-
Risk Adjusted Return 109.89% 88% B+ 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.

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.