iShares S&P 500 Value ETF (IVE) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $231.26
• Expense Ratio: 18.00%
• Assets Under Management: $48.7B
• Dividend Yield: 1.51%
• Number of Holdings: 438
• Inception Date: 2000-05-22
• Currency: USD

Winston Score

iShares S&P 500 Value ETF has a Winston Score of 81 out of 100.

Performance

• 1-Year Return: 20.89%
• 3-Year Return: 44.16%
• 5-Year Return: 51.37%

Top Holdings

APPLE INC (N/A%), AMAZON.COM INC (N/A%), EXXONMOBIL HOLDINGS CORP (N/A%), INTEL CORPORATION (N/A%), WALMART INC (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)