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

ETF | Large Value |

Last Closing

USD 184.68

Change

-1.15 (-0.62)%

Market Cap

N/A

Volume

3.96M

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: 2025-05-05 )

Largest Industry Peers for Large Value

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

-0.26 (-1.00%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

-0.25 (-0.41%)

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

-0.13 (-0.56%)

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

-0.14 (-0.53%)

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

-0.25 (-0.59%)

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

-1.16 (-0.65%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.20 (-0.41%)

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

-0.27 (-0.57%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

-0.41 (-0.51%)

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

-0.28 (-0.48%)

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 -3.25% 23% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.25% 23% F 42% F
Trailing 12 Months  
Capital Gain 1.81% 10% F 55% F
Dividend Return 1.09% 28% F 23% F
Total Return 2.90% 8% B- 44% F
Trailing 5 Years  
Capital Gain 80.40% 64% D 69% C-
Dividend Return 13.47% 18% F 33% F
Total Return 93.87% 45% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 12.46% 79% B- 75% C
Dividend Return 14.18% 74% C 74% C
Total Return 1.72% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.02% 72% C 70% C-
Risk Adjusted Return 108.84% 89% 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.

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.