IShares SP is trading at 195.36 as of the 3rd of October 2024, a 0.49 percent decrease since the beginning of the trading day. The etf's lowest day price was 194.84. IShares SP has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares SP 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of April 2024 and ending today, the 3rd of October 2024. Click here to learn more.
The index measures the performance of the large-capitalization value sector of the U.S. equity market. SP 500 is traded on NYSEARCA Exchange in the United States. More on iShares SP 500
Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer Agent
The Bank of New York Mellon Corporation
Fiscal Year End
31-Mar
Exchange
NYSE Arca, Inc.
Number of Constituents
441
Market Maker
Latour Trading
Total Expense
0.18
Management Fee
0.18
Country Name
USA
Returns Y T D
14.81
Name
iShares SP 500 Value ETF
Currency Code
USD
Open Figi
BBG000BWD2Y0
In Threey Volatility
16.66
1y Volatility
12.77
200 Day M A
182.98
50 Day M A
191.75
Code
IVE
Updated At
2nd of October 2024
Currency Name
US Dollar
iShares SP 500 [IVE] is traded in USA and was established 2000-05-22. The fund is classified under Large Value category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares SP 500 currently have 21.34 B in assets under management (AUM). , while the total return for the last 3 years was 12.2%.
Check IShares SP Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares SP 500 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares SP. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares SP 500 is a strong investment it is important to analyze IShares SP's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares SP's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of iShares SP 500 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares SP's market value can be influenced by many factors that don't directly affect IShares SP's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.