Exchange-Traded Funds (ETFs) have transformed the investment landscape, offering diverse exposure to various 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 VONV (Vanguard Russell 1000 Value ETF). We'll explore key aspects, including ETF tickers, full names, issuers, sectors, top holdings, capitalization, strategy, tracking, and exposure.
IVE and VONV are two ETFs with distinct investment strategies within the value stock category. IVE seeks to track the performance of value stocks in the S&P 500 Index, while VONV aims to replicate the Russell 1000 Value Index. These differing index methodologies lead to variations in holdings and performance, which we'll delve into further.
The IVE ETF focuses on value stocks across various sectors within the S&P 500. Its top holdings include companies like Berkshire Hathaway, JPMorgan Chase, and Johnson & Johnson. VONV, on the other hand, concentrates on value stocks within the broader Russell 1000 Index. Understanding the sectors and top holdings helps investors gauge the potential for consistent returns and sector-specific risks.
IVE overlap IVE VS VONV: A Comprehensive Comparison of ETFs
IVE boasts a substantial Asset Under Management (AUM), indicative of its popularity among investors seeking exposure to value stocks. VONV's strategy involves mirroring the performance of large-cap value stocks in the Russell 1000 Index. The difference in capitalization and strategy between the two ETFs contributes to divergent risk-return profiles, a crucial consideration for investors.
IVE's primary objective is to mirror the performance of value stocks within the S&P 500 Index, providing investors access to the value factor's potential returns. VONV's approach involves tracking the Russell 1000 Value Index, offering exposure to a broader array of large-cap value stocks. Understanding the tracking methodologies helps investors discern the nuances in potential returns and volatility.
IVE and VONV represent unique investment opportunities, each targeting a distinct subset of the value stock market. For investors seeking deeper insights into holdings, correlations, and overlaps, ETF Insider presents an invaluable tool. With a user-friendly app, it grants comprehensive details on these financial instruments and more.
Disclaimer: This article does not provide any investment advisory services.
IVE ETF issuer
IVE ETF official page
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