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Upturn AI SWOT - About
JPMorgan International Value ETF (JIVE)
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Upturn Advisory Summary
09/16/2025: JIVE (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 9.88% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.93 - 69.36 | Updated Date 06/29/2025 |
52 Weeks Range 48.93 - 69.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan International Value ETF
ETF Overview
Overview
The JPMorgan International Value ETF (XIVV) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Morningstar Developed ex-US Value Index. It invests in a broad range of developed market equities outside the U.S. that exhibit value characteristics.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with extensive experience in asset management.
Management Expertise
JPMorgan's asset management team possesses considerable expertise in international equity investing and value strategies.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Morningstar Developed ex-US Value Index.
Investment Approach and Strategy
Strategy: XIVV aims to track a specific index: the Morningstar Developed ex-US Value Index.
Composition The ETF holds a diversified portfolio of stocks from developed countries (excluding the U.S.) that are considered to be undervalued based on fundamental metrics.
Market Position
Market Share: XIVV's market share within the international value ETF sector is relatively small compared to larger competitors.
Total Net Assets (AUM): 18680000
Competitors
Key Competitors
- VEU
- VXUS
- IVLU
- EFV
- IHDG
Competitive Landscape
The international value ETF market is competitive, dominated by larger, more established funds. XIVV's smaller AUM may result in lower liquidity compared to competitors. XIVV offers a value-focused approach within the international equity market, potentially attracting investors seeking this specific strategy, but its expense ratio is higher than some competitors.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers (example: 1 year: 15.11%, 3 year: 7.25%, 5 year: 6.33%).
Benchmark Comparison: XIVV's performance should be compared against the Morningstar Developed ex-US Value Index to assess tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
XIVV's average daily trading volume can vary but is generally moderate, which may impact ease of execution.
Bid-Ask Spread
The bid-ask spread for XIVV is typically small but can widen during periods of market volatility, affecting trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets, interest rate policies, currency fluctuations, and geopolitical events all impact XIVV.
Growth Trajectory
XIVV's growth is tied to investor demand for international value stocks, influenced by relative valuations and global economic outlook.
Moat and Competitive Advantages
Competitive Edge
XIVV's affiliation with JPMorgan provides a level of trust and access to resources. The ETF focuses on value stocks in developed markets ex-US, potentially offering diversification benefits. Its strategy aims to capture undervalued opportunities outside the US. However, this focus exposes investors to specific regional and style risks. The ETF's competitive advantage lies in its branding and specific value mandate, but this is mitigated by a smaller AUM.
Risk Analysis
Volatility
XIVV's volatility is typical for international equity funds and can fluctuate based on global market conditions.
Market Risk
XIVV is exposed to market risk inherent in equity investing, as well as currency risk and political risk associated with international markets.
Investor Profile
Ideal Investor Profile
XIVV is suited for investors seeking diversified exposure to international value stocks as part of a broader portfolio.
Market Risk
XIVV is best for long-term investors who understand international market dynamics and are comfortable with the value investment style.
Summary
JPMorgan International Value ETF offers exposure to developed market value stocks outside the US. Its performance is tied to the Morningstar Developed ex-US Value Index. The ETF provides a targeted approach to international value investing through a well-known issuer. However, its expense ratio is higher than many competitors, and its AUM is relatively small. Investors should consider the ETF's liquidity and trading costs before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- ETF.com
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary.
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 JPMorgan International Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities and equity-related instruments of foreign companies, including foreign subsidiaries of U.S. companies. The fund may invest in issuers located in both developed foreign and emerging market countries. Developed foreign countries include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, most of the countries of Western Europe and Hong Kong; emerging market countries include most of the other countries in the world.
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