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 19.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.81 | 1.2 Bil | Financial Services |
JPMorgan Chase & Co | 2.83 | 920.5 Mil | Financial Services |
Exxon Mobil Corp | 2.56 | 832.4 Mil | Energy |
Johnson & Johnson | 1.79 | 581.9 Mil | Healthcare |
Walmart Inc | 1.45 | 471.9 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.45 | 470.0 Mil | Healthcare |
Bank of America Corp | 1.39 | 451.1 Mil | Financial Services |
Chevron Corp | 1.37 | 444.7 Mil | Energy |
Procter & Gamble Co | 1.21 | 394.1 Mil | Consumer Defensive |
Costco Wholesale Corp | 1.12 | 362.7 Mil | Consumer Defensive |