ETF · real data, updated daily
IVE — Ishares S&P 500 Value ETF
Over the last 15 years (2011-08 – 2026-09), $10,000 invested in IVE with dividends reinvested grew to $63,931 — 13.01% a year — with a worst peak-to-trough fall of -25.35%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-08 – 2026-09 · dividends reinvested
About IVE
iShares S&P 500 Value ETF is an exchange-traded fund that seeks to track the performance of U.S. large-cap value stocks in the S&P 500. The fund uses fundamental measures such as book value, earnings, and sales to identify companies with value characteristics, providing diversified exposure to established businesses across major sectors of the U.S. equity market. Its portfolio typically includes large companies in areas such as financials, healthcare, consumer staples, industrials, energy, and technology, making it a broad tool for investors seeking style-based exposure within a core U.S. equity allocation. Managed by iShares, the ETF is designed as a passive, index-tracking product that reflects the characteristics of the large-cap value segment while maintaining the liquidity and transparency commonly associated with ETFs.
Put IVE to the test
Every tool below opens prefilled with IVE — free, no account needed.
Backtest IVE →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would IVE survive 2008? →
What actually happened to it in the crisis — real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare IVE vs VTI →
Head-to-head against the total US market.
Replay $100/mo into IVE →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only — not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.