iShares S&P 500 Value ETF

IVE

Market cap $50.2B

Smallcaps - both growth and value - have started to outperform. Given the move in the Russell, I thought more energy would be in the index, but the sector is less than 5% of the index.

The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns.

The AI trade continues to power markets, but rising concentration risks and volatile sentiment are making diversification increasingly important. Staying diversified with ETFs may be the smartest long-term move.

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on May 22, 2000.

Value investors may be facing a conviction crisis. Despite leading in performance so far in 2026, value ETFs have struggled to consistently gather assets, with some funds picking up significant net new money while others are bleeding just as much.

The iShares S&P 500 Value ETF is rated Hold, as recent outperformance is driven by unsustainable, event-driven factors. IVE's relative gains stem from energy sector exposure and reduced mega-cap tech weighting. Long-term underperformance versus peers like VTV is likely due to higher fees and less pure value exposure.

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.

The smart money doesn't typically go after ETFs. Why bother with passive investment products that charge an expense ratio in the ballpark of a fraction of a percentage point every year when you can just pick up some individual names?

BlackRock reported earnings this week, sharing a major milestone. The financial giant shared in its call that it had reached and surpassed $14 trillion in assets for the first time.

For the first time since 2022, “value” has started to outperform “growth,” and it's started in the small-cap asset class. “Growth” has smoked “value” for the last 12 quarters in terms of total return, and growth beat value across all three asset classes (large, mid and small-cap) for those 12 quarters until this last quarter of 2025.