IVE ETF Analysis: SP500 Value | NYSE
Large Value | NYSE, USA | Market Cap: 49.588m USD | 12M Return: 15.7% | US4642874089 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 127M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares S&P 500 Value ETF (IVE) is a U.S.-listed exchange-traded fund that tracks the performance of large-capitalization value stocks within the U.S. equity market. Launched in May 2000, the fund holds approximately $47.8 billion in assets and primarily invests in the component securities of its underlying index, while reserving up to 20% of holdings for derivatives like futures, options, and swaps, as well as cash equivalents.
As a large value ETF, IVE focuses on established companies with relatively large market capitalizations that are trading at lower valuations based on metrics such as price-to-earnings or price-to-book ratios, distinguishing it from growth-oriented strategies. ETFs like IVE trade on stock exchanges throughout the trading day and offer investors a single vehicle for diversified exposure to a specific market segment, in this case the value-oriented portion of the S&P 500 benchmark.
- Fed rate cuts pressure value sector bank earnings
- Energy and financials lead value rotation amid economic slowdown
- Dividend yield premium attracts investors over Treasuries
As of September 27, 2026, the stock is trading at USD 232.04 with a total of 482,185 shares traded. Over the past week, the price has changed by +0.06%, over one month by -1.89%, over three months by +3.04% and over the past year by +15.66%.
Current recommended Stop Loss: 228.00 (which is 1.7% or 2.4 ATR below the current price).
SP500 Value has no consensus analysts rating.