Morningstar Rating

ETF Research and Analysis

by Alex Bryan
IShares S&P 500 Value Index IVE competes in a crowded field of market-cap-weighted value index funds. This is a solid offering, but there are cheaper alternatives. It targets stocks representing the cheaper and slower-growing   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 reconstitutes its index only 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 

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