(IWVL) World Value Factor - MI

ETF Category: Global Large-Cap Value Equity | Exchange: MI (Italy) | Market Cap: 6.401m EUR | Total Return: 65.1% in 12m

Value Stocks, Developed Markets, Large Cap, Equity
Total Rating 79
Safety 57
Buy Signal 0.29
Global Large-Cap Value Equity
Category Rotation: -19.0
TER: 0.25%
AUM: 7.29B
Avg Turnover: 4.70M
Risk 3d forecast
Volatility16.8%
VaR 5th Pctl3.03%
VaR vs Median0.01%
Reward TTM
Sharpe Ratio3.20
Rel. Str. IBD85.9
Rel. Str. Peer Group50
Character TTM
Beta0.675
Beta Downside0.616
Hurst Exponent0.429
Drawdowns 3y
Max DD17.73%
CAGR/Max DD1.55
CAGR/Mean DD13.85

Warnings

No concerns identified

Tailwinds

Supp Ema20

Seasonality

Coming soon
Description: IWVL World Value Factor

The iShares MSCI World Value Factor UCITS ETF (IWVL) is an exchange-traded fund that seeks to provide investors with a total return, combining both capital appreciation and income, by tracking the performance of the MSCI World Enhanced Value Index (Morningstar Gbl Val TME NR USD). Listed in Italy since its IPO on October 3, 2014, the fund falls within the Global Large-Cap Value Equity category and is classified as a mid-cap ETF.

As a value-focused equity fund, IWVL invests in developed-market large-cap stocks that are selected based on value characteristics, such as low valuations relative to fundamentals like book value, earnings, and dividends. The enhanced value methodology typically applies a systematic rules-based approach to overweight stocks with the most attractive value metrics while reducing exposure to those with weaker characteristics. ETFs like IWVL offer investors diversified, low-cost access to a specific investment style-in this case, global value equities-through a single security traded on a stock exchange.

Headlines to Watch Out For
  • Value factor outperforms growth amid rising rate expectations
  • Global value equity inflows accelerate as investors rotate from tech
  • Energy and financials rally boosts underlying index returns
What is the price of IWVL shares?

As of June 29, 2026, the stock is trading at EUR 70.37 with a total of 32,330 shares traded. Over the past week, the price has changed by +0.27%, over one month by +2.71%, over three months by +31.34% and over the past year by +65.11%.

Current recommended Stop Loss: 68.10 (which is 3.2% or 2 ATR below the current price).

Is IWVL a buy, sell or hold?

World Value Factor has no consensus analysts rating.