iShares S&P 500 Value ETF Gains Attention Among Investors

iShares S&P 500 Value ETF (IVE) provides stable, diversified exposure to the Large Cap Value segment. With a low expense ratio and focused sector allocation, it remains an attractive option for long-term investors.

Date: 19-04-2025

AI Rating: 6

Performance Overview: The iShares S&P 500 Value ETF (IVE) currently has a significant inflow of assets, over $34.94 billion, and aims to match the performance of the S&P 500 Value Index. The ETF has yielded a return of about 2.60% over the last year, despite facing a decline of 6.68% so far this year. Its annual operating expenses are notably low at 0.18%, indicating effective cost management.

Market Capitalization and Risk: As a large-cap focused ETF, IVE primarily invests in companies with market capitalization exceeding $10 billion, which generally indicates stability and lower risk compared to mid and small-cap stocks. A beta of 0.87 denotes that the ETF carries a moderate risk profile, making it suitable for conservative investors.

Sector Exposure: The ETF's heaviest allocation to the Information Technology sector accounts for 21.90% of its portfolio, with top holdings including Apple Inc (AAPL), Microsoft Corp (MSFT), and Amazon.com Inc (AMZN). This strategic positioning in leading tech companies may support future revenue growth and profitability standards, essential for potential investment gains.

Dividend Yield: With a 12-month trailing dividend yield of 2.14%, IVE offers a reliable income component, likely appealing to long-term investors. This yield, combined with a low expense ratio, means potential returns can remain favorable even in fluctuating markets.

Conclusion: IVE's structure emphasizes transparency and diversified exposure while effectively managing costs. Such features solidify its attractiveness in the passive investment landscape, especially for those looking at stable returns in the large-cap value segment.

Stocks: IVE AAPL MSFT AMZN