IVE

iShares S&P 500 Value ETF

IVEiShares S&P 500 Value ETF$ --

iShares S&P 500 Value ETF

IVE

$ -

Comprehensive analysis of historical returns, risk metrics, valuations, and growth rates.

trending_upPerformance Summary

Updated: 2026-03-18

YTD Return

-0.17%

vs Jan 1

1Y Return

15.92%

Trailing 12M

3Y Return (Ann.)

15.79%

Annualized

5Y Return (Ann.)

10.44%

Annualized

Returns ComparisonUnit: %

−0.2

15.9

15.8

10.4

11.4

YTD1Y3YAnn.5YAnn.10YAnn.

Risk Profile

1Y Volatility8.01%

Sharpe Ratio (3Y)0.91

Beta (vs S&P 500)0.88

Beta below 1.0 suggests defensive characteristics compared to the broad market.

Valuation Metrics

P/E

19.76

16.94

PortfolioCategory Avg.

P/B

3.22

2.62

PortfolioCategory Avg.

P/S

2.07

1.72

PortfolioCategory Avg.

P/CF

11.53

11.42

PortfolioCategory Avg.

Growth Rates

Revenue

5.9%

6.6%

PortfolioCategory Avg.

EPS

3.1%

3.4%

PortfolioCategory Avg.

Cash Flow

4.4%

4.5%

PortfolioCategory Avg.

Book Value

6.8%

7.3%

PortfolioCategory Avg.