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

ETF | Large Value |

Last Closing

USD 185.83

Change

+1.89 (+1.03)%

Market Cap

N/A

Volume

0.64M

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: 2025-05-02 )

Largest Industry Peers for Large Value

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

+0.35 (+1.36%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.80 (+1.33%)

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

+0.31 (+1.36%)

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

+0.39 (+1.51%)

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

+0.55 (+1.31%)

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

+1.76 (+0.99%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.51 (+1.06%)

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

+0.44 (+0.93%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+1.16 (+1.46%)

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

+0.92 (+1.59%)

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 -2.65% 25% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.65% 25% F 44% F
Trailing 12 Months  
Capital Gain 3.06% 14% F 56% F
Dividend Return 1.10% 28% F 23% F
Total Return 4.16% 8% B- 48% F
Trailing 5 Years  
Capital Gain 79.48% 62% D 68% D+
Dividend Return 13.32% 18% F 34% F
Total Return 92.79% 43% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.64% 79% B- 74% C
Dividend Return 14.37% 73% C 74% C
Total Return 1.73% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.15% 71% C- 70% C-
Risk Adjusted Return 109.23% 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.