IVLU
+3.97 · +11.08%
$39.76 · NYSE ARCA

iShares Edge MSCI Intl Value Factor ETF (IVLU) ETF Analysis | Foreign Large Value

iShares · United States
AUM:$4.0B
#– of – in Foreign 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 50.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is IVLU?

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI World ex USA Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IVLU delivered 50.4% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 10.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$4.0B
Expense Ratio0.30%
Dividend Yield3.49%
Holdings172
Inception DateJun 2015
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.91
CategoryForeign Large Value
CurrencyUSD
Portfolio Impact

How would IVLU affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.3%
1Y
+28.5%
3Y
+91.2%
5Y
+105.5%
OpenBook InsightIf you had invested £10,000 in IVLU 5 years ago, it would have grown to £20,548 — a gain of £10,548.

Annual Returns

Calendar year performance

IVLU delivered positive returns in 4 of the last 5 calendar years.
YearIVLU
2026 YTD+14.9%
2025+46.9%
2024+7.3%
2023+18.8%
2022-6.6%
CAGR 4yr+15.0%
4/5 positive yearsAvg return: +16.2%Worst year: -6.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.9%
Low
Momentum
+5.8%
30-day change
Support Level
43.67
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.