IVE ETF Analysis: SP500 Value | NYSE
US Equity | NYSE, USA | Market Cap: 50.643m USD | 12M Return: 16.9% | US4642874089 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 144M
Warnings
No concerns identified
Tailwinds
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares S&P 500 Value ETF (IVE) is an exchange-traded fund that tracks the S&P 500 Value Index, a benchmark composed of large-capitalization U.S. stocks that display the strongest value characteristics relative to the broader S&P 500. The underlying index is maintained by S&P Dow Jones Indices LLC, a subsidiary of S&P Global, Inc., which selects components from the S&P 500 based on value-oriented criteria.
Value funds such as IVE generally invest in companies whose stocks trade at lower valuations relative to fundamentals like earnings, book value, and dividends, often including established firms in mature industries such as financials, energy, healthcare, and consumer staples. The fund has been listed on the NYSE since 2000 and is categorized as a large-cap value ETF, serving investors seeking exposure to U.S. large-cap equities with a value tilt.
- Rate hike cycle lifts financials-heavy value index
- Energy sector weighting tracks crude oil price swings
- Value rotation accelerates as growth stocks correct
As of November 01, 2026, the stock is trading at USD 239.53 with a total of 1,559,160 shares traded. Over the past week, the price has changed by +0.59%, over one month by +4.44%, over three months by +3.58% and over the past year by +16.86%.
Current recommended Stop Loss: 237.30 (which is 0.9% or 1.3 ATR below the current price).
SP500 Value has no consensus analysts rating.