IShares S&P 500 Value ETF offers a diversified basket of U.S. large value stocks at a competitive price point. Its broadly-diversified, market cap-weighted portfolio should outperform its Morningstar Category peers on a risk-adjusted basis over the long term, warranting a Morningstar Analyst Rating of Silver.
Will IVE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVE’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IVE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IVE’s parent organization’s priorities and whether they’re in line with investors’ interests.