The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares S&P 500 Value ETF IVE
Morningstar’s Analysis IVE
Will IVE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.82 | 1.2 Bil | Financial Services |
JPMorgan Chase & Co | 2.96 | 959.9 Mil | Financial Services |
Exxon Mobil Corp | 2.65 | 857.1 Mil | Energy |
Johnson & Johnson | 1.80 | 582.6 Mil | Healthcare |
Walmart Inc | 1.43 | 462.7 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.42 | 460.1 Mil | Healthcare |
Chevron Corp | 1.41 | 457.3 Mil | Energy |
Bank of America Corp | 1.37 | 443.0 Mil | Financial Services |
Procter & Gamble Co | 1.20 | 388.7 Mil | Consumer Defensive |
Wells Fargo & Co | 1.10 | 355.0 Mil | Financial Services |