The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares S&P 500 Value ETF IVE
Morningstar’s Analysis IVE
Will IVE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.98 | 1.4 Bil | Financial Services |
JPMorgan Chase & Co | 2.81 | 995.2 Mil | Financial Services |
Exxon Mobil Corp | 2.57 | 911.0 Mil | Energy |
Johnson & Johnson | 1.85 | 654.7 Mil | Healthcare |
Walmart Inc | 1.66 | 589.5 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.61 | 572.2 Mil | Healthcare |
Bank of America Corp | 1.26 | 446.9 Mil | Financial Services |
The Home Depot Inc | 1.22 | 433.5 Mil | Consumer Cyclical |
Chevron Corp | 1.22 | 433.2 Mil | Energy |
Procter & Gamble Co | 1.17 | 416.6 Mil | Consumer Defensive |