iShares S&P 500 Value ETF (IVE) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares S&P 500 Value ETF (IVE) trades at $236.10 with AI Score 47/100 (Grade C). The iShares S&P 500 Value ETF (IVE) aims to mirror the investment outcomes of an index focused on U. Market cap: $49.9B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Jun 1, 2026Analyst Coverage for IVE: IVE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IVE against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
IVE: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
iShares S&P 500 Value ETF (IVE) Financial Services Profile
iShares S&P 500 Value ETF (IVE) offers targeted exposure to large-cap U.S. equities exhibiting value characteristics, tracking an index within the broader S&P 500. As a component of BlackRock's iShares lineup, IVE provides a cost-effective way for investors to access the value segment of the market, contrasting with growth-focused ETFs.
What Is the Investment Thesis for IVE?
The iShares S&P 500 Value ETF (IVE) presents a compelling investment thesis for investors seeking exposure to the value segment of the U.S. large-cap equity market. With a market capitalization of $49.9B, IVE offers substantial liquidity and diversification. The ETF's focus on value stocks, identified by metrics such as book value to price, earnings to price, and sales to price ratios, positions it to potentially outperform during periods when value investing is in favor. Catalysts for IVE include a potential shift in market sentiment towards value stocks, driven by factors such as rising interest rates or economic recovery. Additionally, IVE's low expense ratio enhances its attractiveness compared to actively managed value funds. However, potential risks include underperformance during periods when growth stocks are in favor and the possibility of value traps, where stocks appear undervalued but fail to appreciate. Investors should carefully consider their investment objectives and risk tolerance before investing in IVE.
Based on FMP financials and quantitative analysis
IVE Key Highlights
Market Cap of $49.9B indicates substantial size and liquidity.
- Beta of 0.83 suggests lower volatility compared to the overall market.
- Focus on value stocks provides targeted exposure to a specific investment style.
- Low expense ratio enhances cost-effectiveness for investors.
- Managed by BlackRock, a leading global asset manager, providing expertise and resources.
Who Are IVE's Competitors?
IVE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | $119.81 | -0.70% | $53.4B | 44 |
| IWB iShares Russell 1000 ETF | $417.90 | -0.82% | $48.7B | 44 |
| DFAC Dimensional U.S. Core Equity 2 ETF | $45.40 | -0.81% | $48.4B | 44 |
| APO Apollo Global Management, Inc. | $133.63 | +0.26% | $77.0B | 59 |
| AVEM Avantis Emerging Markets Equity ETF | $93.54 | +0.53% | $27.4B | 47 |
| EMXC iShares MSCI Emerging Markets ex China ETF | $96.98 | +0.87% | $27.1B | 50 |
| BBJP JPMorgan BetaBuilders Japan ETF | $76.13 | -0.50% | $18.0B | 47 |
| VOOV Vanguard S&P 500 Value ETF | $228.01 | -0.95% | $6.81B | 49 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IVE's Key Strengths?
Low expense ratio.
- High liquidity.
- Diversified portfolio of value stocks.
- Managed by BlackRock.
What Are IVE's Weaknesses?
Potential for underperformance during growth-oriented market cycles.
- Risk of value traps.
- Limited flexibility compared to actively managed funds.
- Dependence on the performance of the S&P 500 Value Index.
What Could Drive IVE Stock Higher?
Potential shift in market sentiment towards value stocks.
- Rising interest rate environment.
- Economic recovery.
- Expansion of the ETF market.
What Are the Key Risks for IVE?
Underperformance during growth-oriented market cycles.
- Risk of value traps.
- Competition from other value ETFs.
- Economic downturn.
What Are the Growth Opportunities for IVE?
- Increased Adoption of Value Investing: As investors seek diversification and potential downside protection, the adoption of value investing strategies is expected to rise. IVE, with its focus on undervalued large-cap stocks, is well-positioned to benefit from this trend. The global value investing market is projected to reach $XX trillion by 2030, presenting a significant growth opportunity for IVE. Timeline: Ongoing.
- Rising Interest Rate Environment: Value stocks tend to perform well in rising interest rate environments, as their valuations are less sensitive to changes in discount rates compared to growth stocks. As interest rates are expected to rise in the coming years, IVE could experience increased demand from investors seeking to hedge against inflation and rising rates. Timeline: Ongoing.
- Economic Recovery: Value stocks are often associated with companies that are sensitive to economic cycles. As the global economy recovers from the COVID-19 pandemic, IVE could benefit from increased investor interest in cyclical sectors such as financials, industrials, and materials. The global economic recovery is projected to drive growth in these sectors, creating opportunities for IVE. Timeline: Ongoing.
- Expansion of ETF Market: The ETF market is expected to continue its growth trajectory in the coming years, driven by increasing investor awareness and the benefits of ETFs such as low cost, transparency, and liquidity. IVE, as a well-established value ETF, is poised to capture a share of this growth. The global ETF market is projected to reach $XX trillion by 2030, presenting a significant growth opportunity for IVE. Timeline: Ongoing.
- Product Innovation: BlackRock, as the manager of IVE, has a track record of product innovation and the introduction of new ETF strategies. The company could launch new value-focused ETFs or enhance IVE's existing investment strategy to attract more investors. Product innovation is a key driver of growth in the ETF market, and BlackRock's expertise in this area could benefit IVE. Timeline: Ongoing.
What Are IVE's Competitive Advantages?
- Brand recognition as part of the iShares family of ETFs.
- Scale and resources of BlackRock, the world's largest asset manager.
- Low expense ratio compared to actively managed value funds.
- Liquidity and trading volume on major exchanges.
What Does IVE Do?
The iShares S&P 500 Value ETF (IVE) is designed to provide investors with exposure to U.S. large-capitalization stocks that exhibit value characteristics. Managed by BlackRock, one of the world's largest asset managers, IVE seeks to replicate the investment results of the S&P 500 Value Index. The fund was launched to offer a targeted approach to value investing within the broader S&P 500, allowing investors to overweight companies that are considered undervalued based on metrics such as book value to price ratio, earnings to price ratio, and sales to price ratio. IVE's strategy involves holding a diversified portfolio of value stocks, providing a cost-effective and liquid way to access this segment of the market. The ETF's holdings reflect the composition of the S&P 500 Value Index, which is a subset of the S&P 500. By focusing on value stocks, IVE aims to capture potential long-term capital appreciation and income generation. The ETF is traded on major exchanges and is accessible to a wide range of investors, from individuals to institutions. IVE's expense ratio is designed to be competitive, making it a noteworthy option for investors looking to implement a value-oriented investment strategy. The fund's performance is closely monitored against its benchmark index to ensure that it accurately reflects the returns of the value segment of the U.S. large-cap equity market. As part of the iShares family of ETFs, IVE benefits from BlackRock's extensive resources and expertise in investment management. The fund is subject to regulatory oversight and adheres to strict investment guidelines to protect investors' interests. IVE's objective is to provide investors with a transparent and efficient way to invest in value stocks, contributing to portfolio diversification and long-term financial goals.
What Products and Services Does IVE Offer?
- Tracks the investment results of the S&P 500 Value Index.
- Provides exposure to large-capitalization U.S. equities exhibiting value characteristics.
- Offers a cost-effective way to invest in value stocks.
- Replicates the performance of the S&P 500 Value Index.
- Provides diversification across a portfolio of value stocks.
- Offers liquidity through trading on major exchanges.
- Managed by BlackRock, a leading global asset manager.
How Does IVE Make Money?
- Generates revenue through management fees charged to investors.
- Seeks to replicate the performance of the S&P 500 Value Index.
- Offers a passively managed investment strategy.
- Provides a transparent and liquid investment vehicle.
What Industry Does IVE Operate In?
The iShares S&P 500 Value ETF (IVE) operates within the asset management industry, specifically in the exchange-traded fund (ETF) segment. The ETF market has experienced significant growth in recent years, driven by increasing investor demand for low-cost, passively managed investment products. IVE competes with other value-focused ETFs and broader market ETFs, such as SPYG (State Street SPDR Portfolio S&P 500 Growth ETF), IWB (iShares Russell 1000 ETF), and DFAC (Dimensional U.S. Core Equity 2 ETF). The competitive landscape is characterized by ongoing price competition and product innovation, as asset managers strive to attract and retain investors. Market trends, such as the increasing adoption of passive investing and the growing popularity of thematic ETFs, are shaping the industry's evolution.
Who Are IVE's Key Customers?
- Individual investors seeking value exposure.
- Institutional investors looking for diversification.
- Financial advisors implementing value strategies.
- Retirement savers seeking long-term growth.
How iShares S&P 500 Value ETF Is Valued
iShares S&P 500 Value ETF carries a market capitalization of $49.9B, placing it in the large-cap category. Relative to its peer group, IVE's quantitative score of 47/100 is roughly in line with the peer average of 48/100.
Key Financial Metrics
Return on equity for iShares S&P 500 Value ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. IVE trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
IVE Financials
Bull Case vs Bear Case
Bull Case
- IVE gives you broad exposure to value stocks within the S&P 500, a classic 'buy the haystack' approach.
- Recent market jitters could push investors towards value as a perceived safe haven. Think of it like rotating into defensive sectors during uncertainty.
- The fund's focus on established companies offers stability compared to growth-heavy ETFs. It's a bit like opting for a mature oak tree over a sapling.
- Social sentiment suggests a growing interest in value investing as growth stocks face headwinds. There's a feeling that value's time has come.
Bear Case
- Value stocks can lag during strong growth periods. Remember how tech stocks outperformed during the early 2010s recovery?
- Rising interest rates could hurt companies with high debt levels, which are often found in the value sector. It's like a rising tide sinking all boats, especially the heavily laden ones.
- Community sentiment indicates some concern that value's recent outperformance might be a temporary 'dead cat bounce'.
- Insider activity suggests some caution, with a slight increase in selling activity. This might reflect concerns about near-term earnings or broader economic headwinds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
IVE Latest News
No recent news available for IVE.
IVE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IVE.
Price Targets
Wall Street price target analysis for IVE.
IVE MoonshotScore
What does this score mean?
The MoonshotScore rates IVE 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About IVE (Financial Services)
What does the AI Score mean for IVE?
IVE holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The iShares S&P 500 Value ETF (IVE) aims to mirror the investment outcomes of an index focused on U.S. large-cap equities displaying value traits. It provides investors with targeted exposure …
What does iShares S&P 500 Value ETF do?
The iShares S&P 500 Value ETF (IVE) is designed to track the investment results of the S&P 500 Value Index, which is composed of large-capitalization U.S. equities that exhibit value characteristics. By investing in IVE, investors gain exposure to a diversified portfolio of value stocks within the S&P 500, offering a targeted approach to value investing.
What do analysts say about IVE stock?
Analysts generally view the iShares S&P 500 Value ETF (IVE) as a useful tool for investors seeking exposure to value stocks within the U.S. large-cap equity market. Key valuation metrics, such as the price-to-earnings ratio and price-to-book ratio, are often considered when evaluating IVE's potential performance.
What are the main risks for IVE?
The main risks for the iShares S&P 500 Value ETF (IVE) include the potential for underperformance during periods when growth stocks are in favor, as well as the risk of value traps, where stocks appear undervalued but fail to appreciate.
How is iShares S&P 500 Value ETF adapting to fintech disruption?
As a component of BlackRock, iShares S&P 500 Value ETF benefits from BlackRock's ongoing digital transformation initiatives. BlackRock is investing heavily in fintech to improve its investment management capabilities, enhance client experience, and streamline operations. These initiatives include the use of artificial intelligence and machine learning to analyze market data, optimize portfolio construction, and personalize investment solutions.
What regulatory challenges does iShares S&P 500 Value ETF face?
As an ETF managed by BlackRock, the iShares S&P 500 Value ETF (IVE) is subject to regulatory oversight by the Securities and Exchange Commission (SEC) in the United States. These regulations cover various aspects of the ETF's operations, including its investment strategy, disclosure requirements, and compliance procedures.
What are the key factors to evaluate for IVE?
iShares S&P 500 Value ETF (IVE) holds an AI score of 47/100 (low). The iShares S&P 500 Value ETF (IVE) presents a compelling investment thesis for investors seeking exposure to the value segment of the U.S. Not financial advice.
How frequently does IVE data refresh on this page?
IVE's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven IVE's recent stock price performance?
iShares S&P 500 Value ETF (IVE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Low expense ratio. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on publicly available sources and is intended for informational purposes only.
- Investment decisions should be made based on individual circumstances and consultation with a financial advisor.