IVE
iShares S&P 500 Value ETFIVE Fund Description
IVE 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
iShares S&P 500 Value ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.09 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares S&P 500 Value ETF ranks in the 43th percentile within its peer group and in the 36th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IVE Charts And Performance
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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.