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Upturn AI SWOT - About
iShares Edge MSCI Intl Value Factor ETF (IVLU)
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Upturn Advisory Summary
10/23/2025: IVLU (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 -4.44% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 24.90 - 33.00 | Updated Date 06/29/2025 |
52 Weeks Range 24.90 - 33.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Edge MSCI Intl Value Factor ETF
ETF Overview
Overview
The iShares Edge MSCI Intl Value Factor ETF (IVLU) seeks to track the investment results of an index composed of international developed market equities that exhibit overall value characteristics.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a deep bench of investment professionals with expertise in factor-based investing and international markets.
Investment Objective
Goal
To track the investment results of an index composed of international developed market equities that exhibit overall value characteristics.
Investment Approach and Strategy
Strategy: Tracks the MSCI International Value Factor Index, which selects stocks based on value characteristics.
Composition Primarily holds stocks of companies located in developed international markets, selected for their value characteristics.
Market Position
Market Share: IVLU has a moderate market share within the international value ETF category.
Total Net Assets (AUM): 2038000000
Competitors
Key Competitors
- SPDW
- EFV
- IVAL
Competitive Landscape
The international value ETF market is moderately competitive. IVLU benefits from BlackRock's brand and established factor methodology. Competitors may offer lower expense ratios or different value definitions.
Financial Performance
Historical Performance: Data unavailable; check sources for up-to-date info.
Benchmark Comparison: Performance should be compared to the MSCI International Value Factor Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average trading volume is moderate and generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Performance is influenced by global economic conditions, interest rates, currency fluctuations, and the performance of value stocks in international markets.
Growth Trajectory
Growth is dependent on the demand for value investing strategies and the performance of international equity markets. There are no known changes to the strategy.
Moat and Competitive Advantages
Competitive Edge
IVLU's advantages include BlackRock's established reputation, a well-defined value factor methodology, and a broad and diversified portfolio. It offers exposure to a specific value factor in international developed markets, potentially appealing to investors seeking targeted factor exposure. The ETF's size and liquidity also provide a competitive advantage, making it easier to trade for institutional and retail investors alike. However, the performance depends heavily on the specific value methodology.
Risk Analysis
Volatility
Volatility will depend on the volatility of international equity markets and value stocks in particular. May be higher than broad international indexes.
Market Risk
Faces risks associated with international investing, including currency risk, political risk, and economic instability in foreign markets.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to international developed market equities with value characteristics.
Market Risk
Suitable for long-term investors seeking factor diversification and exposure to international value stocks.
Summary
The iShares Edge MSCI Intl Value Factor ETF (IVLU) offers targeted exposure to value stocks in international developed markets. It benefits from BlackRock's strong brand and established factor methodology, but faces competition from other value ETFs. Performance is driven by the effectiveness of the value factor strategy and the overall performance of international equity markets. It's suitable for long-term investors seeking factor diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI index factsheets
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Edge MSCI Intl Value Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI World ex USA Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.