IVE: History Points Towards An Opportunity In S&P 500 Value (NYSEARCA:IVE)

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marchmeena29

Investment Thesis

iShares S&P 500 Value ETF (NYSEARCA:IVE) warrants a buy rating due to several relative strengths compared to the overall S&P 500 Index. While IVE has lagged behind the broader market since roughly 2008, value stocks categorically have a

IVE

VOOV

SPYV

IVV

Expense Ratio

0.18%

0.10%

0.04%

0.03%

AUM

$32.74B

$4.88B

$21.43B

$497.18B

Dividend Yield TTM

1.83%

1.91%

2.00%

1.30%

Dividend Growth 5 YR CAGR

4.18%

4.85%

3.52%

3.86%

IVE – 438 holdings

VOOV – 441 holdings

SPYV – 438 holdings

IVV – 503 holdings

BRKB – 3.79%

BRKB – 3.82%

BRKB – 3.79%

MSFT – 7.36%

JPM – 3.09%

JPM – 2.97%

JPM – 3.09%

AAPL – 6.85%

XOM – 2.64%

XOM – 2.68%

XOM – 2.64%

NVDA – 6.51%

JNJ – 1.81%

JNJ – 1.79%

JNJ – 1.81%

AMZN – 3.95%

WMT – 1.50%

UNH – 1.44%

WMT – 1.50%

META – 2.41%

UNH – 1.46%

CVX – 1.43%

UNH – 1.46%

GOOGL – 2.35%

BAC – 1.43%

WMT – 1.43%

BAC – 1.43%

GOOG – 1.97%

CVX – 1.38%

BAC – 1.40%

CVX – 1.38%

BRKB – 1.59%

PG – 1.21%

PG – 1.20%

PG – 1.22%

LLY – 1.56%

COST – 1.14%

WFC – 1.09%

COST – 1.14%

AVGO – 1.56%

IVE

VOOV

SPYV

IVV

P/E ratio

18.97

20.00

16.74

27.36

P/B ratio

2.62

2.70

2.63

4.79

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