IUSV News and Press, iShares Core S&P U.S. Value ETF From 02/23/23

Summary IWD and IUSV track the S&P 900 Value Index and the Russell 1000 Value Index. Over the last ten years, IUSV has outperformed by 23% with marginally higher volatility. However, I expect that will change going forward. S&P Value Indices are less value-oriented after last ye...

Summary Value investing is one of the oldest investment styles, and the original idea remains unchanged: cheap stocks tend to outperform expensive stocks on average. Despite weak performance from 2018 until recently, the underlying drivers of the value premium remain still valid and the...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary Not all value strategies are created equal, and some stocks are cheap for a reason. Over the last 25 years, from 1997 to 2022, the MSCI USA Quality Index delivered an 8.6% annual return. In our view, falling earnings estimates, slowing GDP growth and tighter monetary policy ...

Summary 2023 may be an inflection point for the equity markets. When we look at the valuations around the globe at the region or country level, everything looks really cheap. We believe the markets will stay volatile in 2023. By Melda Mergen, CFA, CAIA, Global Head of Eq...

Summary Amid the worst rout for US stocks in more than a decade, Value stocks showed impressive staying power, finishing in 2022 with far smaller losses than their Growth counterparts and the US market overall. Though Value’s outperformance versus Growth spanned most industries i...

Summary Tesla's disastrous performance over the past year has resulted in the company no longer being among the Top 10 largest U.S. public companies. Market commentators remain laser-focused on business fundamentals, while outside factors are still in the driver's seat. Tesla does n...

Summary Avoiding growth last year paid enormous dividends, but I didn’t predict that growth stocks would fall in 2022, just that I couldn’t own them and fulfill our fiduciary duty. Near-term stock market performance is negatively correlated with economic growth. Commod...

Summary Microsoft and Amazon are now part of the S&P 500 Value Index according to the newly constructed Style Indexes. Meanwhile, Exxon Mobil and Chevron are now considered top growth stocks. These are just a few significant changes that impact the SPDR S&P 500 Value ETF. Genera...

Summary 2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Growth had a nice spurt off the lows in June and October ’22 but the higher 10-year Treasury yield is acting like a wet blanket for growth stocks. I continue to think that no...