IVE: Value Has Been Lagging For A Decade
Source: SeekingAlpha
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.
...
Read the full article on Seeking Alpha
For further details see:
IVE: Value Has Been Lagging For A Decade
First Trust Large Cap Value AlphaDEX Fund
NASDAQ: FTA
FTA Trading
-0.36% G/L:
$91.485 Last:
17,819 Volume:
$91.53 Open:
