IVE: iShares S&P 500 Value ETF
About
IVE was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 34994.68m in AUM and 437 holdings. IVE tracks an index of primarily large-cap US stocks. The index uses three fundamental factors to select value stocks from the S&P 500 Index.
Current Value
$199.841 Year Return
Current Value
$199.841 Year Return
Key Details
Assets Under Management
$36.17B
Div Yield %
1.81%
P/E Ratio
19.77
Net Asset Value
$199.58
Expense Ratio
0.18%
1Y ETF Return
0.24%
Strategies that include IVE
Stock's related to IVE
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| SEIC | 71.85% | $10.24B | +37.78% | 1.16% |
| BAC | 69.56% | $356.10B | +56.47% | 2.11% |
| BLK | 69.48% | $159.23B | +41.88% | 1.96% |
| STT | 68.56% | $27.76B | +37.16% | 2.97% |
| BRK.B | 68.48% | $1.01T | +29.88% | 0.00% |
| ITW | 67.69% | $78.69B | +10.19% | 2.13% |
| APLE | 66.81% | $3.70B | -4.48% | 6.26% |
| PRU | 66.74% | $44.36B | +32.25% | 5.15% |
| SSNC | 66.35% | $18.06B | +32.62% | 1.33% |
| NWE | 65.83% | $3.41B | +10.00% | 4.68% |
| C | 65.80% | $129.74B | +52.14% | 3.18% |
| STAG | 65.67% | $6.62B | +1.94% | 4.09% |
| PPG | 64.83% | $28.09B | -11.35% | 2.20% |
| PFG | 64.77% | $19.25B | +16.58% | 3.30% |
| MS | 64.58% | $213.04B | +68.52% | 2.68% |
| BK | 64.40% | $56.43B | +65.37% | 2.29% |
| L | 63.90% | $18.32B | +23.54% | 0.30% |
| YORW | 63.47% | $514.17M | -3.87% | 2.37% |
| BKH | 63.41% | $4.49B | +23.18% | 4.16% |
| MET | 63.40% | $57.21B | +32.74% | 2.60% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BTCT | 0.03% | $42.61M | +353.33% | 0.00% |
| INSM | 0.28% | $13.19B | +202.50% | 0.00% |
| PULM | 0.54% | $19.83M | +202.98% | 0.00% |
| UUU | -0.54% | $4.97M | -41.89% | 0.00% |
| QXO | -0.56% | $6.51B | -35.95% | 0.00% |
| OXBR | 0.73% | $19.05M | +178.18% | 0.00% |
| LTM | 1.04% | $8.51B | -100.00% | <0.01% |
| PRPH | 1.04% | $18.14M | -82.61% | 0.00% |
| PRPO | 1.07% | $9.10M | -13.65% | 0.00% |
| CBOE | -1.17% | $21.46B | +15.84% | 1.11% |
| LITB | 1.18% | $35.48M | -75.45% | 0.00% |
| CORZ | 1.21% | $4.60B | +3,201.26% | 0.00% |
| BACK | 1.50% | $1.76M | -32.90% | 0.00% |
| GPCR | 1.78% | $1.88B | -36.14% | 0.00% |
| SYPR | 1.81% | $32.23M | -26.32% | 0.00% |
| LQDA | -1.89% | $859.91M | +53.94% | 0.00% |
| STG | -1.94% | $35.67M | +7.92% | 0.00% |
| NTZ | 1.98% | $47.64M | -30.94% | 0.00% |
| CYCN | 1.99% | $4.77M | -16.19% | 0.00% |
| ALAR | 2.07% | $89.09M | +158.08% | 0.00% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| HUSA | -13.40% | $16.69M | -11.56% | 0.00% |
| QTTB | -9.16% | $354.34M | +188.64% | 0.00% |
| MNR | -7.33% | $1.66B | -10.71% | 15.90% |
| TCTM | -5.39% | $8.10M | -42.99% | 0.00% |
| MCK | -2.73% | $78.15B | +35.51% | 0.42% |
| STG | -1.94% | $35.67M | +7.92% | 0.00% |
| LQDA | -1.89% | $859.91M | +53.94% | 0.00% |
| CBOE | -1.17% | $21.46B | +15.84% | 1.11% |
| QXO | -0.56% | $6.51B | -35.95% | 0.00% |
| UUU | -0.54% | $4.97M | -41.89% | 0.00% |
| BTCT | 0.03% | $42.61M | +353.33% | 0.00% |
| INSM | 0.28% | $13.19B | +202.50% | 0.00% |
| PULM | 0.54% | $19.83M | +202.98% | 0.00% |
| OXBR | 0.73% | $19.05M | +178.18% | 0.00% |
| LTM | 1.04% | $8.51B | -100.00% | <0.01% |
| PRPH | 1.04% | $18.14M | -82.61% | 0.00% |
| PRPO | 1.07% | $9.10M | -13.65% | 0.00% |
| LITB | 1.18% | $35.48M | -75.45% | 0.00% |
| CORZ | 1.21% | $4.60B | +3,201.26% | 0.00% |
| BACK | 1.50% | $1.76M | -32.90% | 0.00% |
ETF's related to IVE
Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| SPYV | 99.73% | $24.94B | 0.04% |
| IUSV | 99.61% | $19.83B | 0.04% |
| VOOV | 99.55% | $5.36B | 0.1% |
| IWX | 98.31% | $2.42B | 0.2% |
| VONV | 98.20% | $10.03B | 0.08% |
| IWD | 98.12% | $61.64B | 0.19% |
| SCHV | 98.10% | $12.04B | 0.04% |
| VTV | 97.91% | $131.67B | 0.04% |
| DGRO | 97.13% | $30.46B | 0.08% |
| VYM | 97.02% | $60.55B | 0.06% |
| MGV | 96.95% | $8.48B | 0.07% |
| NULV | 96.10% | $1.73B | 0.26% |
| PRF | 95.99% | $7.59B | 0.39% |
| DIVB | 95.58% | $573.13M | 0.05% |
| VOE | 95.11% | $18.25B | 0.07% |
| FNDX | 94.69% | $17.63B | 0.25% |
| DTD | 94.13% | $1.36B | 0.28% |
| DFLV | 94.07% | $2.78B | 0.22% |
| FTA | 94.05% | $1.27B | 0.6% |
| DLN | 93.85% | $4.41B | 0.28% |
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| DBA | 0.04% | $755.88M | 0.93% |
| IBTE | -0.10% | $1.70B | 0.07% |
| KCCA | -0.95% | $220.51M | 0.87% |
| UNG | 1.17% | $908.80M | 1.06% |
| JUCY | 1.48% | $324.29M | 0.6% |
| DBO | 1.60% | $217.57M | 0.77% |
| DBE | 2.11% | $50.13M | 0.77% |
| XBIL | 2.58% | $637.70M | 0.15% |
| CLOI | -2.87% | $715.40M | 0.4% |
| KRBN | -2.88% | $242.47M | 0.85% |
| TBIL | 2.89% | $4.38B | 0.15% |
| IVOL | 3.01% | $548.70M | 1.02% |
| BILZ | 3.44% | $563.02M | 0.14% |
| WEAT | -3.70% | $120.27M | 0.28% |
| SOYB | 3.90% | $27.32M | 0.22% |
| MINT | 4.48% | $11.62B | 0.35% |
| BOXX | 4.81% | $4.43B | 0.1949% |
| KMLM | -5.47% | $353.87M | 0.9% |
| XHLF | 5.49% | $874.27M | 0.03% |
| HDRO | -5.76% | $164.26M | 0.3% |
Inversely Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| VIXY | -55.51% | $195.31M | 0.85% |
| BTAL | -46.73% | $388.04M | 1.43% |
| TAIL | -41.75% | $67.98M | 0.59% |
| USDU | -32.25% | $201.97M | 0.5% |
| UUP | -22.33% | $309.25M | 0.77% |
| CTA | -15.74% | $350.27M | 0.78% |
| EQLS | -10.62% | $76.08M | 1% |
| HIGH | -5.85% | $302.78M | 0.51% |
| CORN | -5.83% | $61.12M | 0.2% |
| HDRO | -5.76% | $164.26M | 0.3% |
| KMLM | -5.47% | $353.87M | 0.9% |
| WEAT | -3.70% | $120.27M | 0.28% |
| KRBN | -2.88% | $242.47M | 0.85% |
| CLOI | -2.87% | $715.40M | 0.4% |
| KCCA | -0.95% | $220.51M | 0.87% |
| IBTE | -0.10% | $1.70B | 0.07% |
| DBA | 0.04% | $755.88M | 0.93% |
| UNG | 1.17% | $908.80M | 1.06% |
| JUCY | 1.48% | $324.29M | 0.6% |
| DBO | 1.60% | $217.57M | 0.77% |
News
SeekingAlpha
Since the election, small caps are now up 2.7%, the S&P 500 1.6%, and the Nasdaq just 0.9%. Click to read.
SeekingAlpha
Despite some vulnerabilities, the US economy shows resilience with positive GDP growth, controlled inflation, and low unemployment. Read more here.
SeekingAlpha
After a period of value outperformance from Sept. 2020 through 2022, growth returned in favor through 2023 and much of 2024. But that doesnât mean investors should only be invested in growth
SeekingAlpha
The S&P 500's 5-month run of gains came to an end in October, as the month closed on a down note.
SeekingAlpha
U.S. equity-market leadership reversed course during the third quarter of 2024, with small cap stocks outperforming their large cap counterparts. Click to read.
SeekingAlpha
Momentum and large-cap growth factors continue to outperform, based on a set of ETFs through the close on Oct. 29. All three flavors of small caps (growth, core and value) are in last place.
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.