Stay Ahead of Market Turmoil With These ETFs
With stocks sliding, volatility spiking and bubble concerns mounting, investors need a defensive game plan. These ETFs can help you navigate the turbulence.
ILCV: Ultra-Low-Cost Value ETF Deserves A Conservative Hold Rating
iShares Morningstar Value ETF is a passively managed ETF focused on large-mid capitalization U.S. stocks exhibiting value characteristics. I initiate coverage of ILCV with a Hold rating, emphasizing that it looks superior to IVE, mainly because of a more comfortable expense ratio of 4 bps. Heavy in financials and IT, ILCV offers stronger value characteristics than IVE, but maximalists should take a closer look at RPV.
IVE: The Growth ETF Marketing Itself To Be A Value One
Value investing is attractive in the current macro environment, but IVE does not provide true value exposure due to its growth-heavy holdings. IVE's top holdings and sector allocation are too concentrated in tech, making it more of a core S&P 500 replacement than a value ETF. VTV offers better value exposure, lower fees, higher yield, and more appropriate sector diversification compared to IVE.
Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
Launched on May 22, 2000, the iShares S&P 500 Value ETF (IVE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Value vs Growth Ratio Hits Cycle Low—Top Value Picks to Buy
The benchmark process is at the core of measuring financial market performance, and seeing a single stock or asset class perform on its own offers very little information to investors unless it is benchmarked against another useful and related name or space, where the entire methodology comes into play.
Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.
IVE: Value Has Been Lagging For A Decade
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.
Patience Pays Off: How to Play ETFs With Long-Term Goals
Fed flags long-term inflation risks as tariff chaos and debt woes fuel investor unease; value and quality ETFs emerge as safer long-term plays.
What Oil, Value, and Growth Correlations Say About the Market
The market is one big interconnected machine. Long gone are the days (for better or for worse) of having to track and trade one market at a time and not needing to understand what exactly made that asset or individual stock move in the first place.
Buy Top-Ranked Value ETFs for Outperformance
Value ETFs present a strategic investment opportunity to navigate ongoing volatility and potential shifts in trade policies.
Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.
IVE: Value Can Outperform For A Long Time After A Tech Bubble Bursts
Growth stocks have outperformed since 2020, but Value stocks excel in bear markets, preserving capital and potentially outperforming over long periods. IVE, which tracks the S&P 500 Value index, is a popular way to get broad exposure to value stocks, although there is some overlap with the growth ETF. Current market valuations suggest value stocks may outperform growth, especially if we face another "lost decade" of low returns, making a strong case for boosting value allocations now.
