IWD News and Press, iShares Russell 1000 Value From 06/24/22

Friday's major Russell Index reconstitutions will change how the large-cap value style looks going forward. Four high-profile stocks are presumably making the move into the iShares large-cap value ETF. Low valuations and still decent growth among the four mentioned stocks are bull...

VTV is a diversified value ETF scoring well on volatility, valuation, and profitability. Fees are just 0.04%, and the popular ETF has over $80 billion in assets under management. Like most value ETFs, VTV lacks growth potential, and investors should seek to complement it with a s...

IVE offers investors value exposure, with $24B of AUM, while charging a relatively expensive 0.18% expense ratio. The value factor has historically underperformed growth, yet it is poised for improved relative performance as markets rerate. IVE underperforms its peers in the value...

The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...

iShares Russell 1000 Value ETF (IWD) - $0.6439. 30-Day SEC Yield of 1.84% as of April. 29. Payable Jun 15; for shareholders of record Jun 10; ex-div Jun 09. For further details see: iShares Russell 1000 Value ETF declares quarterly distribution of $0.6439

RPV holds the top 20% of S&P 500 stocks with the strongest value characteristics. Fees are relatively high at 0.35%, and the ETF has nearly $3 billion in assets. RPV has outperformed the S&P 500 Index by 17% YTD due to its overweighting of Financials and Energy stocks. In ...

MSCI U.S. Growth has underperformed its Value counterpart by 16% in the first 4 months of 2022 and had a tough end to 2021 as well. The fact that growth traps are more painful than value traps is, in one sense, not really a surprise. Value stocks are already companies that investors d...

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

IJR is a popular ETF choice for investors looking to gain exposure in the small-cap space. Small-cap equities, and IJR more specifically, trade at a discount compared to the broader market. Exposure in small-caps offers greater performance benefits over longer investment periods. ...