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.
The fund offers good liquidity.
Large-cap value stocks tend to be less risky than their smaller counterparts. Read more 

Bear Case

The fund can experience modest style drift because S&P only reconstitutes its index once a year.
There are cheaper alternatives.
Value stocks tend to represent companies with below-average profitability and growth that may carry above-average business risk.  Read more 

Foreign-Stock Exposure Without the Currency Risk 
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