IVE VS RPV: A Comprehensive Comparison of ETFs
4 min read
By Ron Koren, ETF Insider

IVE VS RPV: A Comprehensive Comparison of ETFs

Exchange-Traded Funds (ETFs) have transformed the investment landscape, providing investors with diversified exposure to various market sectors and asset classes. In this article, we will conduct an in-depth comparison between two prominent ETFs: IVE (iShares S&P 500 Value ETF) and RPV (Invesco S&P 500 Pure Value ETF). Our analysis will cover critical aspects including ETF tickers, full names, issuers, sectors, top holdings, capitalization, investment strategy, tracking methods, and exposure.

IVE VS RPV: Overview

IVE and RPV are two ETFs that focus on value-oriented investments within the S&P 500 index. While both ETFs aim to capture the performance of value stocks, they may have distinct differences in their methodologies and holdings. We will delve into these differences and their implications in the subsequent sections.

IVE VS RPV: Sectors and Top Holdings

The IVE ETF is dedicated to providing exposure to S&P 500 companies that are deemed to be undervalued based on certain fundamental metrics. This can include sectors such as financials, energy, and consumer discretionary. In contrast, RPV takes a more concentrated approach, investing exclusively in stocks that exhibit strong value characteristics. By understanding the sectors and top holdings of these ETFs, investors can better gauge their potential risk and reward profiles.

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IVE VS RPV: Capitalization and Investment Strategy

IVE boasts a substantial Asset Under Management (AUM) due to its popularity among investors seeking exposure to value stocks within the S&P 500 index. RPV's strategy revolves around capturing the performance of pure value stocks, which might lead to more pronounced fluctuations compared to a broader value-focused ETF like IVE. The difference in capitalization and investment strategy could influence the potential returns and volatility of these ETFs, necessitating careful consideration by investors.

IVE VS RPV: Tracking Methods and Exposure

IVE seeks to mirror the performance of the S&P 500 Value Index, which includes companies with strong value characteristics relative to their peers. RPV, on the other hand, tracks the S&P 500 Pure Value Index, comprising stocks with higher value attributes than those in the broader index. The tracking methods and exposure offered by these ETFs are critical factors to assess, as they determine the extent to which investors can benefit from the targeted investment strategy.

Conclusion

IVE and RPV present distinct approaches to tapping into the potential of value stocks within the S&P 500 index. To gain deeper insights into their holdings, correlations, overlaps, and other critical details, ETF Insider emerges as a valuable tool. With its user-friendly application, it equips investors with comprehensive information about these and various other financial instruments, aiding them in making informed investment decisions.

Disclaimer: This article is intended for informational purposes only and does not offer any investment advisory services.

Sources:

IVE ETF issuer
IVE ETF official page

IVE quote and analysis

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