Morningstar Rating

ETF Research and Analysis

by Alex Bryan
Suitability
Value stocks may not be the most exciting, but they have historically outperformed their growth counterparts in nearly every market studied over long time horizons. IShares S&P 500 Value Index IVE offers investors a   Read more 

Bull Case

Historically, value stocks have outperformed growth stocks in nearly every market studied over long time horizons.
Large-cap value stocks tend to be less risky than their smaller counterparts. Read more 

Bear Case

The fund includes stocks with modest value characteristics, which may have lower expected returns than deeper value stocks.
There are cheaper alternatives.
Value stocks tend to be less profitable than their faster-growing counterparts and may carry greater business risk.  Read more 

2 Low-Cost ETFs for Broad U.S. Stock Exposure 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Morningstar.com Premium.