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IVE: iShares S&P 500 Value ETF (ETF)
Basic Info 200.57 0.65(0.33%) July 25
See more info about IVEAsset Class: | LARGE VALUE |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/26/2000 |
Last Dividend Date: | 06/16/2025 |
12-Mo. Yield | 1.99% |
Expenses | 0.18% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.6 | 5.9 | 9.6 | 14.7 | 14.5 | 10.3 | 11.8 | 8.4 | 7.3 |
Sharpe Ratio ? | NA | 0.25 | 0.22 | 0.79 | 0.8 | 0.5 | NA | NA | 0.31 |
Draw Down(%) ? | NA | 14.9 | 17.6 | 17.6 | 18.0 | 37.0 | NA | NA | 61.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See LARGE VALUE Asset Class Trend Rankings |
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Best ETFs
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- IVE (iShares S&P 500 Value ETF) 0.33% (99%)
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- DTD (WisdomTree U.S. Total Dividend Fund) 0.31% (95%)
- DHS (WisdomTree U.S. High Dividend Fund) 0.10% (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) 0.23% (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) 0.21% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 0.56% (96%)
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