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ETFs

iShares MSCI Intl Value Factor ETF

IVLU
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jun 16 2015
Expense Ratio
0.30%
Type
Global Ex. US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$5,617,739
AUM
$1,718,734,944
Associated Index
MSCI World ex USA Enhanced Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

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Invest with IVLU

What is IVLU?

The iShares Edge MSCI Intl Value Factor ETF seeks to track the investment results of an index composed of international developed large- and mid-capitalization stocks with value characteristics and relatively lower valuations.The MSCI World ex USA Enhanced Value Index captures large and mid-cap representation across 22 Developed Markets (DM) countries* exhibiting overall value style characteristics. The index is designed to represent the performance of securities that exhibit higher value characteristics relative to their peers within the corresponding GICS sector. The value investment style characteristics for index construction are defined using three variables: Price-to-Book Value, Price-to-Forward Earnings and Enterprise Value-to-Cash flow from Operations.

ETFs related toIVLU

ETFs correlated to IVLU include EFV, DFIV, FNDF

IVLU
BlackRock Institutional Trust Company N.A. - iShares MSCI Intl Value Factor ETF
EFV
BlackRock Institutional Trust Company N.A. - iShares MSCI EAFE Value ETF
DFIV
Dimensional ETF Trust - Dimensional International Value ETF
FNDF
Schwab Strategic Trust - Schwab Fundamental International Large Company Index ETF
PXF
Invesco Capital Management LLC - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
AVIV
American Century ETF Trust - Avantis International Large Cap Value ETF
MFDX
Pimco Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
VYMI
Vanguard Group, Inc. - Vanguard International High Dividend Yield ETF
DWM
WisdomTree Trust - WisdomTree International Equity Fund
DTH
WisdomTree Trust - WisdomTree International High Dividend Fund
AVDE
American Century ETF Trust - Avantis International Equity ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

IVLU is a Global Ex. US Equities ETF. The iShares Edge MSCI Intl Value Factor ETF seeks to track the investment results of an index composed of international developed large- and mid-capitalization stocks with value characteristics and relatively lower valuations.The MSCI World ex USA Enhanced Value Index captures large and mid-cap representation across 22 Developed Markets (DM) countries* exhibiting overall value style characteristics. The index is designed to represent the performance of securities that exhibit higher value characteristics relative to their peers within the corresponding GICS sector. The value investment style characteristics for index construction are defined using three variables: Price-to-Book Value, Price-to-Forward Earnings and Enterprise Value-to-Cash flow from Operations.

IVLU tracks the MSCI World ex USA Enhanced Value Index.

No, IVLU is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, IVLU is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on IVLU is 0.0244%. This is the percent change in the value of IVLU over the most recent 1-month period. The 3-month return on IVLU is 0.0266%. This is the percent change in the value of IVLU over the most recent 3-month period.

The standard deviation of IVLU for the past year is 0.1705%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to IVLU include PBW, IGF, and ARKK.

ETFs correlated to IVLU include EFV, DFIV, and FNDF.

ETFs that are inversely correlated to IVLU include EFZ, EPV, and FAZ.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.