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iShares MSCI Intl Value Factor ETF

IVLU

Market cap $4.66B

44.63 USD

+0.58

1.32%

At close Updated Sep 11, 4:00 PM EDT

1 day

1.32%

5 days

-0.45%

1 month

1.2%

3 months

4.42%

6 months

11.41%

Year to date

15.89%

1 year

25.05%

5 years

68.61%

10 years

105.38%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 50%

Neutral 50%

Negative 0%

IVLU: A Value Leader With A Few Rivals

The iShares MSCI Intl Value Factor ETF has delivered leading returns among international value ETFs since October 2021 and outperformed its parent index since inception. IVLU employs a sector-neutral, value-focused strategy with notable country concentration in Japan (30.5%) and sector tilt toward financials (29.6%). While IVLU has outpaced most peers recently, RAFI-based funds FNDF and PXF have delivered stronger long-term performance since IVLU's inception.

IVLU: A Value Leader With A Few Rivals

Can AI-powered ETFs beat the stock market?

The hunt is on for the magic artificial-intelligence model that will enable investors to beat the stock market. For instance two researchers at Hong Kong University recently published a research paper claiming — in theory, anyway — they may have found one. (They will certainly not be the last.)

Can AI-powered ETFs beat the stock market?

IVLU: A Solid International Large-Cap Value ETF With 2 Tough Competitors

IVLU provides diversified exposure to international large-cap value stocks in developed markets. The ETF currently has high exposure to stocks in Japan (31%) and has $4.3B in assets under management. IVLU selects stocks based on their trailing P/B, forward P/E, and trailing EV/CFO ratios. Its 12.54x trailing P/E is also quite cheap compared to peers, though not necessarily against itself. This article identifies FNDF and PXF as two potentially better choices. Specifically, I found them to be of higher quality than IVLU, which could explain their superior long-term returns.

IVLU: A Solid International Large-Cap Value ETF With 2 Tough Competitors

IVLU: The Value Factor Is Alive And Kicking In International Markets

iShares MSCI Intl Value Factor ETF offers value exposure with a portfolio of 351 international stocks, notably overweighting Japan and financials. IVLU has outperformed its benchmark IDEV by 1.4% annualized since inception and by 18 percentage points over the past year, highlighting recent value factor strength. The fund boasts a 152% 9-year dividend growth, but distributions have been volatile, with significant cuts in 2018 and 2020.

IVLU: The Value Factor Is Alive And Kicking In International Markets

IVLU: Financials Probably Have A Little More To Run

Financials have performed very well already, particularly in Europe, but remain quite reasonably priced with NIMs rather resilient to rate cuts. In Japan, they are benefiting from greater investment and capital market activity. iShares Edge MSCI Intl Value Factor ETF has been a great way to avoid the major hit to portfolios from the significantly lower USD on a YTD basis.

IVLU: Financials Probably Have A Little More To Run

IVLU: The Best Of All Worlds

This ETF offers global equity exposure excluding the US, providing diversification from US-dominated world indices. It trades at a substantial discount to global and even emerging markets, with a reasonable dividend yield. The ETF is well-diversified, investing in over 300 companies, mainly in Japan and Europe, and avoids concentration risk.

IVLU: The Best Of All Worlds

IVLU: A Little Too Much Japan

iShares Edge MSCI Intl Value Factor ETF offers exposure to international value stocks and has outperformed its closest competitor, iShares MSCI EAFE Value ETF. The IVLU ETF has a well-diversified portfolio with over 350 holdings and a low expense ratio of 0.3%. Japan makes up nearly 1/3rd of IVLU's country allocation, which could pose risks due to potential currency crisis and disruptions in the market.

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