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iShares S&P 500 Value ETFiShares S&P 500 Value ETFiShares S&P 500 Value ETF

iShares S&P 500 Value ETF

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Overview
Analysis News Ideas Discussions Technicals Seasonals

IVE chart


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Key stats


Assets under management (AUM)
‪35.57 B‬ USD
Fund flows (1Y)
‪4.42 B‬ USD
Dividend yield (indicated)
1.99%
Discount/Premium to NAV
−0.03%
Shares outstanding
‪182.05 M‬
Expense ratio
0.18%

About iShares S&P 500 Value ETF


Issuer
Blackrock, Inc.
Brand
iShares
Home page
ishares.com
Inception date
May 22, 2000
Structure
Open-Ended Fund
Index tracked
S&P 500 Value
Management style
Passive
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Popular IVE captures the large-cap-value market well. It leans toward midcaps, a nod to the fact that its S&P 500 parent isn't a pure large-cap index. The fund avoids major sector biases however, and generally captures the space well. All three ETFs tracking the S&P 500 Value IndexIVE, SPYV and VOOVcharge a low fee, track their indexes well, and see strong liquidity. Overall, IVE offers a solid take on the large-cap-value space in a low-cost wrapper.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Value
Strategy
Value
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Fundamental

IVE analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Electronic Technology
Health Technology
Technology Services
Stock breakdown by region
100%

IVE news



Ideas



See all ideas 

Technicals

Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.