# iShares S&P 500 Value ETF (IVE)

> Source: Nexqual · https://nexqual.com/IVE · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, iShares S&P 500 Value ETF (IVE), nexqual.com/IVE" · informational, not investment advice.

**Price:** USD 239.47 (+0.60% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 239.47 · day 237.37–239.59 · 52w 203.15–239.93 · market cap null · PCX

## Key facts
- 1 of 80 tracked superinvestors hold IVE (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Total return with dividends: 1Y +16.6% vs S&P 500 +14.9%; 5Y +71.7% vs S&P 500 +80.3%.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold IVE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Christopher Davis | Davis Advisors | <0.01% | $747K | Reduced -71.7% |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +16.6% | +71.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +16.6% | +11.4% |
| Volatility (annualized) | 9.5% | 14.1% |
| Max drawdown | -6.2% (Feb 2026→Mar 2026) | -17.7% (Jan 2022→Sep 2022) |

## Peers
IVW (iShares S&P 500 Growth ETF) USD 137.2 -2.69% · IJJ (iShares S&P Mid-Cap 400 Value E) USD 143.96 +0.62% · IJS (iShares S&P SmallCap 600 Value ) USD 131.7 +1.31% · IJK (iShares S&P Mid-Cap 400 Growth ) USD 107.53 -2.13% · IJT (iShares S&P SmallCap 600 Growth) USD 161.8 -0.18%

## More
Full page: https://nexqual.com/IVE · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 11.5% | ±2.6% |
| 2026-12-18 | 56 | 10.7% | ±3.5% |
| 2027-01-15 | 84 | 11.7% | ±4.5% |
| 2027-04-16 | 175 | 13.3% | ±7.4% |