The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 19.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.80 | 1.3 Bil | Financial Services |
JPMorgan Chase & Co | 2.91 | 957.4 Mil | Financial Services |
Exxon Mobil Corp | 2.62 | 863.6 Mil | Energy |
Johnson & Johnson | 1.81 | 596.3 Mil | Healthcare |
Walmart Inc | 1.47 | 484.8 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.41 | 465.4 Mil | Healthcare |
Chevron Corp | 1.39 | 457.2 Mil | Energy |
Bank of America Corp | 1.37 | 451.0 Mil | Financial Services |
Procter & Gamble Co | 1.23 | 404.3 Mil | Consumer Defensive |
Costco Wholesale Corp | 1.13 | 370.4 Mil | Consumer Defensive |