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ETFs

iShares S&P 500 Value ETF

IVE
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
May 22 2000
Expense Ratio
0.18%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$68,370,687
AUM
$24,437,778,212
Associated Index
S&P 500 Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

MSFT
Microsoft Corporation
6.00%
META
Meta Platforms Inc - Ordinary Shares - Class A
4.03%
BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
3.98%
AMZN
Amazon.com Inc.
3.84%
JPM
JPMorgan Chase & Co.
2.57%
WMT
Walmart Inc
1.41%
CSCO
Cisco Systems, Inc.
1.32%
CRM
Salesforce Inc
1.22%
BAC
Bank Of America Corp.
1.16%
CMCSA
Comcast Corp - Ordinary Shares - Class A
1.13%
Invest with IVE

What is IVE?

The iShares S&P 500 Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap value stocks as represented by the S&P 500/Citigroup Value Index.

ETFs related toIVE

ETFs correlated to IVE include SPYV, VOOV, IUSV

IVE
BlackRock Institutional Trust Company N.A. - iShares S&P 500 Value ETF
SPYV
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VOOV
Vanguard Group, Inc. - Vanguard S&P 500 Value ETF
IUSV
BlackRock Institutional Trust Company N.A. - iShares Core S&P U.S.Value ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF
FNDX
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company Index ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
EQWL
Invesco Capital Management LLC - Invesco Russell Top 200 Equal Weight ETF
JHML
John Hancock Investment Management LLC - John Hancock Multifactor Large Cap ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toIVE

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with IVE using Composer

FAQ

IVE is a US Equities ETF. The iShares S&P 500 Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap value stocks as represented by the S&P 500/Citigroup Value Index.

IVE tracks the S&P 500 Value Index.

No, IVE is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, IVE is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on IVE is -0.0088%. This is the percent change in the value of IVE over the most recent 1-month period. The 3-month return on IVE is -0.0021%. This is the percent change in the value of IVE over the most recent 3-month period.

The standard deviation of IVE for the past year is 0.1609%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to IVE include IWO, VTV, and VUG.

ETFs correlated to IVE include SPYV, VOOV, and IUSV.

ETFs that are inversely correlated to IVE include SDS, SPXS, and SPXU.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.