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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
11/12/2026: IVLU (5-star) is currently NOT-A-BUY. Pass it for now.
IVLU provides exposure to international developed market stocks that display value characteristics through a systematic, index-based approach. The fund's primary strengths include its low expense ratio, high liquidity, and backing by a top-tier issuer. It serves as an effective tactical or core-satellite component for investors seeking to tilt their equity allocation toward value and away from U.S. dominance. Key risks include international market volatility, currency fluctuations, and the potential for prolonged underperformance during growth-led market cycles. It is most appropriate for long-term, valuation-conscious investors who monitor macroeconomic trends and factor performance.
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 value-oriented stocks and is unlikely to capture the momentum or rapid capital appreciation sought by growth investors. |
| Momentum investor | Mixed fit | The fund may be a fit only if the market rotation signals a strong trend toward value stocks over growth or momentum styles. |
| Value investor | Strong fit | The fund is designed specifically to capture the value premium in international markets, making it a primary choice for value-oriented portfolios. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's primary mandate is valuation metrics rather than high yield, making it a secondary option for income seekers. |
| Low-risk investor | Mixed fit | International equities inherently carry higher volatility than domestic fixed income, even if the value factor provides some downside mitigation. |
Investor Profile
Ideal Investor Profile
The ideal investor for IVLU is a long-term strategic investor seeking to diversify their portfolio with a value-tilted international equity exposure.
Suitability
The fund is best suited for long-term investors who can withstand periods of factor underperformance and maintain a disciplined investment horizon.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to greater market swings compared to stable domestic investments. |
| Market risk | High | The fund is fully exposed to systemic risks in international developed markets. |
| Concentration | Medium | The strategy focuses on specific value characteristics which can lead to sector concentration compared to broad indices. |
| Tracking/expense | Low | The expense ratio is low and the fund historically maintains tight tracking against its index. |
| Liquidity | Low | The underlying assets are highly liquid, posing little risk of significant execution slippage. |
| Business/sector quality | Medium | Value investing requires accepting the risk that some selected companies may be fundamentally deteriorating. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IVLU exhibits moderate to high historical volatility, consistent with equity market behavior in international regions.
Market Risk
The fund is highly exposed to macroeconomic conditions in Europe, Japan, and other developed nations, alongside currency exchange rate risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-US Equities) | 99.5 | Provides diversified exposure to international companies outside of the United States. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents residual cash held for daily fund operations and liquidity management. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 28.76% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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