iShares S&P 500 Value ETF

IVE

Market cap $41.8B

Wall Street warns of an AI equity bubble as mega-cap tech surges, prompting investors to diversify into ETFs for balanced growth.

Goldman Sachs warns of rising AI bubble risks, making diversification with equal-weight, value and quality ETFs a smart defensive move.

Amid AI bubble worries and tech sell-offs, investors turn to value, consumer staples, gold and international ETFs for diversification.

Value investing is attractive in the current macro environment, but IVE does not provide true value exposure due to its growth-heavy holdings. IVE's top holdings and sector allocation are too concentrated in tech, making it more of a core S&P 500 replacement than a value ETF. VTV offers better value exposure, lower fees, higher yield, and more appropriate sector diversification compared to IVE.

Launched on May 22, 2000, the iShares S&P 500 Value ETF (IVE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

As tech fuels market gains, ETFs in value, gold and consumer staples offer a smart hedge against growing risks.

As policy risks rise and stagflation fears grow, investors turn to defensive ETFs to weather a volatile 2025 market.

The benchmark process is at the core of measuring financial market performance, and seeing a single stock or asset class perform on its own offers very little information to investors unless it is benchmarked against another useful and related name or space, where the entire methodology comes into play.

Tariffs are directly fueling inflation, impacting both imported and domestic goods, and CFOs are increasingly concerned about the economic burden. Big Tech's momentum is driven by robust earnings growth, not just AI hype, so I don't see an AI bubble yet—valuations are rich but potentially justified. REITs are deeply out of favor despite improving fundamentals and attractive valuations; I see this as a long-term buying opportunity for quality names.

These funds steer clear of typical value metrics that are based on price ratios.