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IVE
+11.85 · +5.79%
$216.37 · NYSE ARCA
AUM:$50.4B
#– of – in Large Value ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 14.5% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.18% — competitive for the exposure provided.What is IVE?
The index measures the performance of the large-capitalization value sector of the U. The fund generally will invest at least 80% of its assets in the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
IVE returned 14.5% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 22.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$50.4B
Expense Ratio0.18%
Dividend Yield1.57%
Holdings443
Inception DateMay 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.90
CategoryLarge Value
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified