VLUEiShares Edge MSCI U.S.A. Value Factor ETF
VLUE Fund Description
The iShares Edge MSCI USA Value Factor ETF tracks an index of large- and midcap US equities. Stocks are selected and weighted using fundamental metrics (earnings, revenue, book value and cash earnings), aiming for exposure to undervalued stocks in each sector.
VLUE Factset Analytics Insight
As its name implies, VLUE seeks value-stocks in the US large- and midcap equity space. iShares changed the index under VLUE on September 1, 2015, arguably sharpening the ETF's value focus. The new index uses value factors for stock selection, which is hardly original, but VLUE's new index does something else too: it looks for value stocks within each sector, taking into account that P/B for a typical tech stock may be much higher than that of a financial stock. (Forward P/E and EV/CFO are the other factors.) However, major sector biases that might have otherwise been produced are mitigated by its sector-relative approach. The added value exposure has also led to higher risk overall for the fund. Trading volume is solid, and retail traders will find modest average spreads, while the underlying basket boasts sufficient liquidity for institutional investors. VLUE charges a low fee and its tracking is nicely in line with its expense ratio.
VLUE MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the iShares Edge MSCI U.S.A. Value Factor ETF MSCI ESG Fund Quality Score is 4.85 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. VLUE ranks in the 25th percentile within its peer group and in the 27th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
VLUE CHARTS AND PERFORMANCE
VLUE Top 10 Countries
VLUE Top 10 Sectors
VLUE Top 10 Holdings [View All]
VLUE Portfolio Management
VLUE Tax Exposures
VLUE Fund Structure
VLUE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VLUE. VLUE is rated a 5 out of 5.
VLUE Sector/Industry Breakdown
VLUE TOP 10 HOLDINGS[View All]
VLUE Economic Development
VLUE Performance Statistics
VLUE MSCI ESG Ratings
VLUE BENCHMARK COMPARISON SUMMARY
VLUE BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.