Morningstar Rating

ETF Research and Analysis

by Alex Bryan
Suitability
IShares S&P 500 Value Index IVE competes in a crowded field of market-cap-weighted value index funds. Like its closest large value index peers, this is a diversified, low turnover strategy with a considerable cost advantage   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.
The fund's broad reach helps diversify risk. Read more 

Bear Case

The fund can experience modest style drift because S&P reconstitutes its index only once a year.
There are cheaper alternatives.
Value stocks tend to have less attractive outlooks than their faster-growing counterparts and may carry greater business risk. Read more 

Can Senior Loan Funds Withstand Rising Rates? 
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