iShares MSCI USA Value Factor ETF (VLUE) is a passively managed ETF focused on Large Cap Value segment.

From Nasdaq: 2024-07-12 06:20:06

iShares MSCI USA Value Factor ETF (VLUE) is a passively managed ETF with over $7.05 billion in assets. It aims to match the Large Cap Value segment of the US equity market. The fund has an expense ratio of 0.15% and a dividend yield of 2.47%. The top 10 holdings make up 35.18% of assets.

Large Cap Value companies have stable cash flows and are less volatile than smaller companies. Value stocks have lower price-to-earnings ratios but also exhibit lower sales and earnings growth rates. Over the long term, value stocks have outperformed growth stocks in most markets, but may lag behind in strong bull markets.

With a 32% allocation to Information Technology, iShares MSCI USA Value Factor ETF’s top holding is Cisco Systems Inc. The fund tracks the MSCI USA Enhanced Value Index and has returned 5.90% this year. It has a beta of 1.01 and standard deviation of 17.29%, making it a medium-risk choice.

iShares MSCI USA Value Factor ETF holds a Zacks ETF Rank of 1, making it a strong buy for investors seeking Large Cap Value exposure. Alternatives include iShares Russell 1000 Value ETF and Vanguard Value ETF. These ETFs track similar indexes and offer different expense ratios.

Passively managed ETFs like VLUE are popular among investors due to their low costs, transparency, and tax efficiency. They are suitable for long-term investors seeking exposure to specific market segments. To learn more about this ETF and others, visit Zacks ETF Center for comprehensive information and analysis.



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