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The iShares MSCI Intl Value Factor ETF is designed to replicate the performance of an index made up of large and mid-cap companies located in developed markets globally. These companies are identified by their distinct value attributes and comparatively modest valuation levels.
Is IVLU's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The iShares MSCI Intl Value Factor ETF has delivered leading returns among international value ETFs since October 2021 and outperformed its parent index since inception. IVLU employs a sector-neutral, value-focused strategy with notable country concentration in Japan (30.5%) and sector tilt toward financials (29.6%). While IVLU has outpaced most peers recently, RAFI-based funds FNDF and PXF have delivered stronger long-term performance since IVLU's inception.
Empowered Funds LLC increased its holdings in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 216.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,489 shares of the company's stock after purchasing an additional 27,714 shares during the
Contango Wealth Management LLC lessened its holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 15.0% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 69,854 shares of the company's stock after selling 12,365 shares during the period. iShares MSCI Intl Value Factor
Fifth Third Bancorp raised its stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 843.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,924 shares of the company's stock after purchasing an
IVLU provides diversified exposure to international large-cap value stocks in developed markets. The ETF currently has high exposure to stocks in Japan (31%) and has $4.3B in assets under management. IVLU selects stocks based on their trailing P/B, forward P/E, and trailing EV/CFO ratios. Its 12.54x trailing P/E is also quite cheap compared to peers, though not necessarily against itself. This article identifies FNDF and PXF as two potentially better choices. Specifically, I found them to be of higher quality than IVLU, which could explain their superior long-term returns.