iShares S&P 500 Value Index (ETF) (IVE)

SeattleRoses (96.52) Submitted: 8/12/2009 4:14:56 PM : Start Price: $48.78 IVE Score: +2.39

Will trend according to the S&P 500. But will underperform the index itself, because ETF is not a calculated index.

Bcc20770 (62.22) Submitted: 8/11/2009 2:47:36 PM : Start Price: $48.17 IVE Score: +2.04

No true S&P Index mutual funds nor S&P Index ETFs can actually beat the S&P 500 itself.
The S&P 500 index is a calculation based on price and value of 500 stocks.
The funds that attempt to emulate the index cannot outperform the index itself because it has to incurr other costs, like commission and fees.

bartleyrc (69.51) Submitted: 6/12/2009 9:05:40 PM : Start Price: $44.16 IVE Score: +0.27

Companies with high instinsic value purchased at low prices will make money in most markets.

IndexPlus (29.83) Submitted: 10/16/2007 11:11:13 AM : Start Price: $78.19 IVE Score: -7.84

25% of my indexed portfolio

Shhhh22 (67.82) Submitted: 7/16/2007 5:18:13 PM : Start Price: $80.25 IVE Score: -9.46

long term value stocks will far outperform growth stocks.

NetscribeETF (90.15) Submitted: 3/23/2007 8:23:35 AM : Start Price: $74.77 IVE Score: -11.10

iShares SandP 500 Value Index Fund measures the performance of the large-capitalization value sector of the United States equity market. Being a subset of the Standard and Poor's 500 Index it represents approximately 51% of the market capitalization of the same.

About one third of the corpus is dominated by the financial services sector with representation across all industries ranging from traditional banking, investment banking, mortgage, insurance, to asset management and brokerage houses. Moreover they have excellent growth prospects and strong balance with the likes of Citigroup, Merrill Lynch, Bank of America, Goldman Sachs, Lehman Brothers, AIG to name a few. Industrial sector account for 12.16% of the capitalization and industrial conglomerates like GE, 3M, Tyco and United Technologies would benefit form the defense expenditure by the US government’s due to rising terrorist threat.

Telecommunications sector that account for 7% of the funds holdings would see strong subscriber growth in the wireless space and increasing cash flows. Other catalyst for the wireless would be the migration to third generation handsets and huge penetration potential in the emerging markets. Expectations of increase in the number of new molecular entities to be approved in 2007 and aging population favor the pharmaceutical and managed health care of the health care sector. Other sectors Utilities, information technology and materials account for 6.23%, 9.75% and 4.3% of the funds capitalization respectively. The rising geopolitical tensions and decision to keep the oil production at current levels in the recently concluded OPEC conference comes as a good news to the 6.26% exposure in energy sector.

The past returns of the fund have been good with average annualized returns for the past three years at 13.94% apart from gaining 20.59% last year. The expense ratio of the fund looks decent at 0.18% though it lags behind Vanguard Value ETF of 0.11%. However the seven measures used to classify value stock along with the subjective elements for selection make the ETF more attractive and provides a good gauge of the large value exposure at a decent price.