IVE
S&P 500 Value Index iShares
🇺🇸 NYSE/NASDAQ
📈 HIGH PRICE GROWTH
👑 Overview
📈 Performance
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 14.15%
Annual Growth
5 years average annual capital growth
🌏
3
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Index is a subset of the S&P 500 and consists of those stocks exhibiting the strongest value characteristics in the S&P 500 Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.
📈 Performance
Price History*
+88.16%
1M
1Y
10Y
Graph
Table
* US price history does not take into account stock splits
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$89,588.33
after 5 years
$267,610.9
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
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🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$177.38
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in IVE
3
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
18 weeks
💵 Average investment amount
$1,249
⏰ Last time a customer invested in IVE
3 days
IVE investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
25%
50k - 100k
75%
Less than 50k
👶 Age of investors
18 - 25
26 - 34
100%
35 - 90
🙋 Legal gender of investors
Female
33%
Male
67%
Pearlers who invest in IVE also invest in...
🙌 Performance (5Yr p.a)
17.41%
📊 Share price
$483.90 USD
📈 HIGH PRICE GROWTH
🙌 Performance (5Yr p.a)
16.74%
📊 Share price
$114.81 USD
📈 HIGH PRICE GROWTH
🙌 Performance (5Yr p.a)
-3.55%
📊 Share price
$106.75 USD
🙌 Performance (5Yr p.a)
11.63%
📊 Share price
$120.84 USD
📈 HIGH PRICE GROWTH
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