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- Upturn Summary
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Upturn AI Summary
iShares Edge MSCI Intl Value Factor ETF(IVLU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVLU
10/08/2026: IVLU (5-star) is currently NOT-A-BUY. Pass it for now.
The iShares Edge MSCI Intl Value Factor ETF (IVLU) provides targeted exposure to international developed market equities that are deemed undervalued based on specific fundamental metrics. By employing a rules-based screening process, the fund avoids traditional value traps, making it a robust tool for investors looking to systematically tilt their portfolios toward value. Its main strengths include the reliable management of BlackRock, low expense ratios, and significant liquidity. Investors should be aware of risks such as currency volatility, sector concentration, and potential cyclical underperformance. It is best suited for long-term investors seeking international diversification who are monitoring the relative performance of value versus growth factors.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on valuation metrics rather than high-growth potential. |
| Momentum investor | Mixed fit | Value-oriented strategies may underperform during strong momentum-driven market rallies. |
| Value investor | Strong fit | The fund is specifically designed to tilt a portfolio toward undervalued international equities. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the primary goal is valuation-based capital appreciation. |
| Low-risk investor | Mixed fit | International exposure carries inherent currency and geopolitical risks despite the value tilt. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, valuation-conscious participant looking to diversify a U.S.-centric portfolio with international value exposure.
Suitability
This fund is best suited for long-term investors seeking factor-based diversification rather than active traders or short-term speculators.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to significant price fluctuations based on global economic shifts. |
| Market risk | Medium / high | The fund is fully exposed to systemic risks within international developed markets. |
| Concentration | Medium | The fund is diversified across many holdings, but remains sector-dependent based on the value screen. |
| Tracking/expense | Low | The fund maintains a low expense ratio and generally low tracking error relative to its benchmark. |
| Liquidity | Low | High liquidity in underlying large-cap stocks minimizes execution risks for investors. |
| Business/sector quality | Medium | The value screen may occasionally favor companies with slower growth or declining business fundamentals. |
Risk Analysis
Volatility
IVLU exhibits moderate-to-high volatility consistent with international equity markets, influenced by currency risk and cyclical sector concentrations.
Market Risk
The primary risk is the decline of international developed market equities, which may be exacerbated during periods of global economic instability or currency devaluation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets (ex-US) | 100 | This fund offers broad exposure to non-U.S. developed equity markets, focusing on stocks priced attractively relative to fundamentals. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.08% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $4.48B |
| Issuer | iShares |
| Expense Ratio | 0.3% |
| Distribution Yield | 3.29% |
| Inception | Jun 16, 2015 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.88% |
| 1 Year | +23.79% |
| 3 Year | +24.54% |
| 5 Year | +15.26% |
| 10 Year | +10.73% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.2% |
| 3Y Volatility | 12.37% |
| 3Y Sharpe Ratio | 1.46 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 46.40% |
| Mega Cap | 42.94% |
| Mid Cap | 9.36% |
| Small Cap | 0.04% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 29.16% |
| Industrials | 18.80% |
| Healthcare | 9.23% |
| Technology | 9.17% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 11.05x |
| Portfolio P/B | 1.28x |
| Portfolio P/S | 1.02x |
| Holdings Turnover | 14.0% |
Top Holdings
| Holding | Weight |
|---|---|
| HSBC Holdings | 2.14% |
| Toyota Motor | 1.87% |
| Shell | 1.85% |
| Banco Santander S.A | 1.76% |
| BNP Paribas SA | 1.66% |
Upturn AI Summary
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.
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