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iShares S&P 500 Value ETFIVE Fund Description
The iShares S&P 500 Value ETF tracks an index of primarily large-cap US stocks. The index uses three fundamental factors to select value stocks from the S&P 500 Index.
IVE Factset Analytics Insight
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 Index—IVE, SPYV and VOOV—charge a low fee, track their indexes well, and see strong liquidity. However, among this trio, IVE is generally the most expensive to hold but the easiest to trade, especially in bulk. Overall, IVE offers a solid take on the large-cap-value space in a low-cost wrapper.
IVE 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 August 16, 2018 the iShares S&P 500 Value ETF MSCI ESG Fund Quality Score is 4.91 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. IVE ranks in the 22nd percentile within its peer group and in the 28th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IVE CHARTS AND PERFORMANCE
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IVE Top 10 Countries
IVE Top 10 Sectors
IVE Top 10 Holdings [View All]
IVE Summary Data
IVE Portfolio Data
IVE Portfolio Management
IVE Tax Exposures
IVE Fund Structure
IVE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVE. IVE is rated a 5 out of 5.
IVE Tradability
IVE Sector/Industry Breakdown
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IVE TOP 10 HOLDINGS[View All]
IVE Countries
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IVE Regions
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IVE Economic Development
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IVE Performance Statistics
IVE MSCI ESG Ratings
IVE BENCHMARK COMPARISON SUMMARY
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IVE BENCHMARK COMPARISON MARKET CAP SIZE
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.