IVE

iShares S&P 500 Value ETF

$211.71

+0.00%

Market closed. Last update: 2:18 AM ET

📎 Investment Objective

The iShares S&P 500 Value ETF (IVE) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.

Overview

ETF tracking iShares S&P 500 Value ETF

Category Value

Issuer BlackRock

Inception Date 2007-12-06

Market Cap $48.2B

Average Volume N/A

Dividend Yield 1.61%

52-Week Range $168.34 - $222.09

VWAP $212.31

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The iShares S&P 500 Value ETF (IVE) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the S&P 500 Value Index. It invests in a representative sample of securities included in the underlying index to seek to achieve its investment objective.

✨ Key Features

Provides exposure to large-cap U.S. stocks that are considered undervalued
Tracks the S&P 500 Value Index, which selects value stocks from the broader S&P 500 Index
Low expense ratio of 0.00%
Suitable for long-term investors seeking value-oriented equity exposure

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
Sector concentration risk: The ETF may be more susceptible to the economic, market, political or regulatory conditions affecting a particular sector
Style risk: The value investment style may underperform other equity market segments or the overall equity market
Tracking error risk: The ETF may not perfectly replicate the performance of the underlying index

👤 Best For

The iShares S&P 500 Value ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. It may be particularly appealing to investors with a value-oriented investment approach who are willing to accept the risks associated with equity investments.