IVLUiShares MSCI Intl Value Factor ETF
IVLU Fund Description
IVLU tracks an index of large- and midcap developed ex-US equities, selected using fundamental metrics, and weighted by these metrics and market-cap.
IVLU Factset Analytics Insight
IVLU offers a subtly different value approach in a space where choices are few. Like its sibling fund EFV, IVLU selects stocks using a value score calculated from three accounting inputs: price-to-book, price-to-forward earnings, and enterprise value-to-cash flow from operations. IVLU, however, goes a step further and weights its portfolio by multiplying a component’s value score by its market-cap (whereas EFV is market-cap-weighted). This results in even stronger value characteristics than seen in EFV. The index is evaluated semi-annually.
IVLU MSCI ESG Analytics Insight
iShares MSCI Intl Value Factor ETF has an MSCI ESG Fund Rating of A based on a score of 6.98 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 MSCI Intl Value Factor ETF ranks in the 73th percentile within its peer group and in the 23th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVLU 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.
IVLU Summary Data
IVLU Portfolio Data
IVLU Index Data
IVLU Portfolio Management
IVLU Tax Exposures
IVLU Fund Structure
IVLU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVLU. IVLU is rated a 5 out of 5.
IVLU Sector/Industry Breakdown
IVLU Top 10 Holdings[View All]
IVLU Economic Development
IVLU Performance Statistics
IVLU MSCI ESG Ratings
IVLU Benchmark Comparison Summary
IVLU Benchmark Comparison Market Cap Size