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Upturn AI SWOT - About
iShares S&P 500 Value ETF (IVE)
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Upturn Advisory Summary
09/12/2025: IVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.38% | Avg. Invested days 87 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 164.74 - 203.84 | Updated Date 06/29/2025 |
52 Weeks Range 164.74 - 203.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares S&P 500 Value ETF
ETF Overview
Overview
The iShares S&P 500 Value ETF (IVE) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. It primarily focuses on the large-cap value sector and aims for asset allocation reflective of the S&P 500 Value Index. The investment strategy involves a passive approach, aiming to replicate the index's performance.
Reputation and Reliability
iShares (BlackRock) is a reputable and reliable ETF issuer with a long track record in the market.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs, with a large team of professionals dedicated to portfolio management and research.
Investment Objective
Goal
The primary investment goal of IVE is to provide investment results that correspond to the price and yield performance of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: IVE aims to track the S&P 500 Value Index, a subset of the S&P 500 that measures the performance of value stocks.
Composition The ETF primarily holds stocks of large-cap U.S. companies that exhibit value characteristics, as defined by factors such as book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio.
Market Position
Market Share: Data needed for accurate Market Share for IVE in its sector.
Total Net Assets (AUM): 32960000000
Competitors
Key Competitors
- VTV
- MGV
- SPYV
Competitive Landscape
The competitive landscape is characterized by several large ETF providers offering similar value-focused strategies. IVE benefits from the iShares brand and large AUM, but faces competition from Vanguard's VTV which often has lower expense ratios. SPYV is another competitor that follows a similar strategy. MGV tracks the CRSP U.S. Large Cap Value Index.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers to accurately assess the ETF's track record.
Benchmark Comparison: Performance should be compared against the S&P 500 Value Index to gauge tracking effectiveness.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF typically exhibits high average daily trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the high liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth influence the performance of value stocks. Sector growth prospects in areas like financials and industrials can also impact IVE. Current market conditions, including investor sentiment towards value investing, play a crucial role.
Growth Trajectory
Growth trends are tied to the relative performance of value stocks versus growth stocks. Changes to the index methodology and portfolio holdings can also affect the ETF's trajectory.
Moat and Competitive Advantages
Competitive Edge
IVE's competitive advantages stem from the strong iShares brand, substantial AUM, and tight tracking of the S&P 500 Value Index. These factors attract investors seeking efficient and reliable access to the large-cap value segment. Its large AUM can contribute to lower trading costs. While expense ratio isn't the lowest, the fund's liquidity and tracking accuracy can offset this disadvantage for many investors. IVE is often a core holding within portfolios.
Risk Analysis
Volatility
Historical volatility can be assessed by analyzing the ETF's standard deviation and beta relative to the S&P 500.
Market Risk
Specific risks include the cyclical nature of value stocks, potential underperformance relative to growth stocks in certain market environments, and concentration risk in specific sectors.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to large-cap U.S. value stocks and believes in the long-term potential of value investing.
Market Risk
IVE is suitable for long-term investors seeking diversified exposure to the value factor and passive index followers.
Summary
iShares S&P 500 Value ETF (IVE) offers efficient access to large-cap US value stocks, tracking the S&P 500 Value Index closely. Its large AUM and high liquidity make it a popular choice, despite slightly higher expense ratio compared to some competitors. This ETF is ideal for long-term investors seeking diversified value exposure within their portfolio. However, performance relies on value stocks outperforming growth stocks, making it sensitive to market cycles.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares S&P 500 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the large-capitalization value sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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