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.
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IVE: Value Has Been Lagging For A Decade
Fidelity Value Factor
NASDAQ: FVAL
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$71.12 Open:
