IVE

📎 Investment Objective

The iShares S&P 500 Value ETF (IVE) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.

✨ Key Features

• Provides exposure to large-cap U.S. stocks that are considered undervalued
• Tracks the S&P 500 Value Index, which selects value stocks from the broader S&P 500 Index
• Low expense ratio of 0.00%
• Suitable for long-term investors seeking value-oriented equity exposure

⚠️ Primary Risks

• Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
• Sector concentration risk: The ETF may be more susceptible to the economic, market, political or regulatory conditions affecting a particular sector
• Style risk: The value investment style may underperform other equity market segments or the overall equity market
• Tracking error risk: The ETF may not perfectly replicate the performance of the underlying index

👤 Best For

The iShares S&P 500 Value ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. It may be particularly appealing to investors with a value-oriented investment approach who are willing to accept the risks associated with equity investments.