What investor type does iShares S&P 500 Value ETF fit best in FoxScore?

iShares S&P 500 Value ETF fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.

How meaningful is the available history for iShares S&P 500 Value ETF?

iShares S&P 500 Value ETF currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.

What is FoxScore good for — and what is it not for?

FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.

Analysis for iShares S&P 500 Value ETF

IVE · As of: 02/17/2026

Basic information

Type: ETF

Region: US

Sector: Diversified

TER: –

History

Available history:15.0 years

Last tradingday:02/17/2026

Description & usage

The iShares S&P 500 Value ETF tracks the value segment of the S&P 500 using a rules-based index methodology. It invests in U.S. large-cap companies selected and weighted based on common value characteristics such as valuation and fundamentals. Returns come from share price movements and dividend distributions of the underlying stocks. The fund is used to express a value style tilt within U.S. equities.

Scale: 0 = weak, 50 = average, 100 = top

Analysis summary

iShares S&P 500 Value ETF (IVE) currently has a total score of 65 points, placing it in the strong range. The score is made up of Performance (56), Stability (84) and Trend (57). The profile is clearly uneven: Stability stands out while Performance is more neutral.

Performance scores 56 points (neutral). Key strength: 5Y return at 65.4 %. Weaker metric: 1Y return at 11.7 %.

Stability scores 84 points (very strong). Best-ranked metric: max drawdown (5Y) at -19.2 %. Even the weakest metric remains solid in absolute terms: return/volatility ratio at 0.74. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.

Trend scores 57 points (neutral). Key strength: trend strength at 0.91. Weaker signal: Price is about 2.0 % above SMA50.

Overall, the profile has a clear strength in Stability, while Performance is the main limiter. On a metric level, max drawdown (5Y) stands out, while SMA50 distance is the main weak spot.

(Historical evaluation, not investment advice.)

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Overall score

strong

Scores

Metrics

FAQ

What investor type does iShares S&P 500 Value ETF fit best in FoxScore?: iShares S&P 500 Value ETF fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.
How meaningful is the available history for iShares S&P 500 Value ETF?: iShares S&P 500 Value ETF currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
What is FoxScore good for — and what is it not for?: FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.