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ISCV ETF ANALYSIS

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ISCV ETF FUNDAMENTALS
ISCV ETF PERFORMANCE

ISCV ISSUER

The issuer of the iShares Morningstar Small-Cap Value ETF (ISCV) is BlackRock, Inc., one of the world's largest and most renowned asset management firms. ISCV aims to track the Morningstar® US Small Cap Broad Value Extended IndexSM, which identifies U.S. stocks from small-capitalization companies

ISCV DIVIDEND

The iShares Morningstar Small-Cap Value ETF (ISCV) is primarily focused on tracking the performance of the Morningstar® US Small Cap Broad Value Extended IndexSM. While the primary objective of this ETF is capital appreciation through small-cap value stocks, it still offers potential dividend returns. The dividend distributions for ISCV typically follow the underlying index and are influenced by the dividend policies and performance of the constituent small-cap value companies. Investors looking for exposure to undervalued small-cap stocks may find ISCV suitable for both potential dividend income and long-term growth.

ISCV TRACKING

Tracking the Morningstar® US Small Cap Broad Value Extended IndexSM is the primary objective of the ISCV ETF. This ETF is designed to mirror the performance of U.S. stocks issued by small-capitalization companies that demonstrate above-average value characteristics, as defined by Morningstar, Inc. The underlying index comprises stocks with relatively low valuations based on various metrics such as price-to-earnings, price-to-book value, price-to-sales, price-to-cash flow, and dividend yields. ISCV employs a representative sampling indexing strategy to closely match the investment profile of the underlying index, with a focus on minimizing portfolio turnover and keeping costs low. By tracking the Morningstar index, ISCV aims to provide investors with exposure to small-cap U.S. stocks exhibiting value-oriented characteristics.

ISCV CORRELATION

The correlation aspect of the iShares Morningstar Small-Cap Value ETF (ISCV) is crucial for investors seeking exposure to small-cap value stocks within the U.S. market. ISCV aims to track the Morningstar US Small Cap Broad Value Extended Index, which consists of small-capitalization companies exhibiting above-average value characteristics. Typically, small-cap value stocks are known for their potential to provide strong returns over the long term. Investors interested in understanding how ISCV correlates with broader market trends and its potential for diversification can utilize ETF Insider's web app. This tool offers comprehensive insights and simple visualizations to analyze correlations, helping investors make informed decisions and identify opportunities for portfolio optimization.

ISCV SECTOR

The ISCV ETF (insert ETF name here) is primarily focused on tracking the Morningstar® US Small Cap Broad Value Extended IndexSM, which measures the performance of small-capitalization companies in the United States with above-average value characteristics. These small-cap companies tend to have relatively low valuations based on various metrics such as price-to-earnings, price-to-book value, price-to-sales, price-to-cash flow, and dividend yields. As of April 30, 2023, a significant portion of the index is represented by companies in the consumer cyclical and financial services industries. The ETF aims to provide investors exposure to value-oriented small-cap stocks, offering potential for growth and diversification within this segment of the market. However, it's essential to note that investing in small-cap stocks and value stocks may involve higher volatility and risk compared to larger and more growth-oriented counterparts.

ISCV EXPOSURE

The exposure characteristics of the iShares Morningstar Small-Cap Value ETF (ISCV) are centered on capturing the performance of small-capitalization U.S. stocks with a focus on value characteristics. This ETF aims to replicate the Morningstar® US Small Cap Broad Value Extended IndexSM, which consists of companies that exhibit above-average value metrics, such as low price-to-earnings, price-to-book value, price-to-sales, price-to-cash flow ratios, and attractive dividend yields. By investing in these stocks, ISCV provides exposure to the small-cap segment of the U.S. market with an emphasis on value investing.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

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FREQUENTLY ASKED QUESTIONS

How does this ETF generate income?
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