Summary
IVECL Chart
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.
iShares S&P 500 Value ETF Dividends
 IVE In 1 month Estimated | Other | $0.81 Per Share |
| IVE 1 month ago Paid | Other | $0.81 Per Share |
| IVE 4 months ago Paid | Quarterly | $0.74 Per Share |
| IVE 7 months ago Paid | Quarterly | $1.06 Per Share |
| IVE 9 months ago Paid | Quarterly | $1.14 Per Share |
| IVE 11 Jun 2024 Paid | Quarterly | $0.85 Per Share |
iShares S&P 500 Value ETF Earnings
| IVE In 1 month Estimated | Other | $0.81 Per Share |
| IVE 1 month ago Paid | Other | $0.81 Per Share |
| IVE 4 months ago Paid | Quarterly | $0.74 Per Share |
| IVE 7 months ago Paid | Quarterly | $1.06 Per Share |
| IVE 9 months ago Paid | Quarterly | $1.14 Per Share |
| IVE 11 Jun 2024 Paid | Quarterly | $0.85 Per Share |
iShares S&P 500 Value ETF (IVECL) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares S&P 500 Value ETF ever had a stock split?
iShares S&P 500 Value ETF Profile
| Asset Management Industry | Financial Services Sector | - CEO | XSGO Exchange | US4642874089 ISIN |
| US Country | - Employees | 16 Jun 2025 Last Dividend | - Last Split | - IPO Date |
Overview
The fund described focuses on tracking the performance of the large-capitalization value sector within the U.S. equity market. By primarily investing at least 80% of its assets in the securities that comprise its benchmark index, the fund aims to mirror the index's performance. The description suggests a strategy that seeks to balance investment in direct securities with the flexibility to engage in derivatives and hold liquidity reserves. This investment approach indicates a fund that is designed to provide investors with exposure to large-cap value stocks while managing risk and liquidity through a mix of underlying assets and financial instruments.
Products and Services
The fund offers a variety of investment products and services, characterized by a blend of direct equity investment, derivatives, and cash management practices:
- Component Securities Investment - The backbone of the fund's strategy, this involves investing a minimum of 80% of its assets directly into the securities that form the index it aims to track. This approach is designed to closely replicate the index's performance, providing investors with exposure to the large-cap value segment of the market.
- Derivatives Investment - Up to 20% of the fund's assets may be allocated to futures, options, and swap contracts. This segment of the fund's strategy allows for potential risk management and hedging against market volatility, as well as the opportunity to enhance returns under certain market conditions.
- Cash and Cash Equivalents - The fund holds a portion of its assets in cash and cash equivalents. This practice provides liquidity to meet redemption requests, manage investment allocations flexibly, and safeguard against market downturns. It's an essential feature for maintaining operational flexibility and risk management.
Contact Information
