FTA - IVE: Value Has Been Lagging For A Decade

2025-06-03 12:20:40 ET

Summary

• iShares S&P 500 Value ETF selects and weights S&P 500 stocks based on three valuation metrics.
• IVE is the largest and most liquid S&P 500 Value Index ETF, with significant sector exposure in tech, financials, and healthcare.
• IVE has underperformed the S&P 500 for a decade, but has performed quite well compared to other passive large cap value ETFs, except FVAL.
• IVE is probably best used tactically, rotating between value and growth styles, rather than as a long-term core holding.

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