iShares S&P 500 Value ETF Overview and Factor Exposure

iShares S&P 500 Value Index Fund ETF (IVE) shows a mixed factor exposure profile. Value score is at 49, while quality is stronger at 68. Low volatility stands out with a score of 84, indicating potential stability for investors. Factors like momentum remain relatively low.

Date: 11-03-2025

AI Rating: 6

Overview of iShares S&P 500 Value Index Fund ETF

The report provides insights into the iShares S&P 500 Value Index Fund ETF, primarily focusing on its exposure to various investing factors. The ETF is classified as a Large-Cap Low Volatility ETF, with the Technology sector dominating its portfolio.

Factor Scores

1. Value: The ETF's score of 49 indicates a moderate level of value exposure, which may not attract value-focused investors significantly. A score near the midpoint suggests that while there are value opportunities, they are not particularly strong.

2. Momentum: With a score of 27, this indicates that the ETF has limited exposure to momentum, which could be a concern for investors looking to capitalize on trending stocks.

3. Quality: Scoring 68 in quality, it suggests that the ETF includes a substantial amount of high-quality stocks, which could provide a buffer against market volatility.

4. Low Volatility: The high score of 84 in low volatility reinforces that this ETF may offer better stability, appealing to investors seeking to minimize risk during turbulent market conditions.

Investment Implications

The mixed exposure scores suggest a balanced approach for investors. A strong low volatility component alongside quality could signify resilience in uncertain markets. However, the lower scores in value and momentum could limit the ETF's attractiveness to those focused on aggressive growth or value plays.

Stocks: IVE