IVE ETF

Concerns about rising inflation have made investors believe that the Fed will be more careful with its interest rate cuts. Consider using ETFs to protect your investment portfolios.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.

James Glassman explains why he still has faith in investing in value stocks.

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.

IVE warrants a buy rating due to its strong historical performance of value stocks compared to growth, looking back at rolling 15-year periods over the past 97 years. While the S&P 500 Value has underperformed the broader S&P 500 index since roughly 2008, there are multiple indicators that a return to the long-term trend is likely. As a result of its holdings mix, IVE has a more attractive valuation with lower volatility metrics compared to broader S&P 500 Index funds.

Federal Reserve Governor, Michelle Bowman, recently expressed a hawkish view regarding the future path of interest rates. Look into ETFs to secure your portfolio for any future uncertainties.

In a challenging market, I recommend a defensive strategy focused on quality stocks at deep-value prices. High S&P 500 valuations suggest subdued returns, emphasizing cautious investing. The AI-driven rally has skewed expectations, benefiting a few stocks. Despite early underperformance, I believe in the long-term potential of value investing based on historical trends. Focus on companies with strong fundamentals, consistent dividends, and growth potential. This approach offers stability and outperformance in a demanding investment landscape.

The iShares S&P 500 Value ETF is an ETF that tracks large-cap US equities meeting specific liquidity and value criteria, managed passively.

Many find the stock market to be incredibly daunting. In the past year, AI has been the main attraction, with tech giants seeing significant increases in value.