Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Chase & Co

Exxon Mobil

Walmart

Johnson & Johnson

UnitedHealth Group

Bank of America

Chevron

Home Depot

Wells Fargo

iShares S&P 500 Value ETF

IVE tracks an index of primarily large-cap US stocks. The index uses three fundamental factors to select value stocks from the S&P 500 Index.

iShares S&P 500 Growth ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Value ETF

For many advisors, 2022 was likely the year they rediscovered the merits of value investing. The value style of index-based ETFs that favors stocks with relatively low price-to-earnings and price-to-book ratios signficantly outperformed the growth style that prefers companies with strong sales and earnings growth records.

What You Own in a Growth or Value ETF Just Changed

United States Commodity Index Fund

There are reasons to believe that the value strategy as exemplified by IVE should continue to outperform the broader market in 2023. However, with the unprecedentedly high-interest rates, and recession risks in the U.S., it is important to be prudent and protect your portfolio.

2023 Strategy For Hedging Value With Commodities Using IVE And USCI ETFs

IHS Holding Ltd

iShares S&P Mid-Cap 400 Value ETF

iShares S&P Mid-Cap 400 Growth ETF

iShares Core S&P Small Cap ETF

iShares S&P Small-Cap 600 Growth ETF

iShares MSCI USA Momentum Factor ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 High Beta ETF

SPDR S&P 500 ETF Trust

iShares Edge MSCI Min Vol USA ETF

Vanguard High Dividend Yield ETF

Vanguard High Dividend Yield (VYM) is now posting a modest 1.7% year-to-date gain through Tuesday's close (Dec. 13). VYM has enjoyed a strong recovery in the past two months and currently trades just below a record high.

Dividend Yield Is 2022's Upside Outlier For Equity Factor Returns

IVE invests in a value-oriented subset of the S&P 500. Its heaviest sectors are healthcare and financials.

IVE: Resisting Bear Attacks

iShares S&P Small-Cap 600 Value ETF

Vanguard U.S. Liquidity Factor ETF

Vanguard High Dividend Yield (VYM) is the top performer for US equity factors, but in 2022 that translates to a relatively modest loss. Value stocks are also doing relatively well in 2022, posting the lightest factor losses after VYM.

High Dividend Yield Still Leader For U.S. Factor Returns In 2022

First Trust Financials AlphaDEX Fund

IVE and FXO saw massive trading volumes in last trading session.

Value and Financials: 2 ETFs to Watch for Outsized Volume

iShares Core Dividend Growth ETF

iShares Russell 1000 Value ETF

iShares Russell 1000 Growth ETF

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Vanguard Growth ETF

Returns largely determined by time period, fund characteristics.

Checking in on Factor ETF Performance

ARK Innovation ETF

Avantis US Large Cap Value ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares Russell 2000 Value ETF

JPMorgan Ultra-Short Income ETF

VettaFi's head of research Todd Rosenbluth appeared on TD Ameritrade's The Watch List to discuss value investing with host Nicole Petallides. This year, value has outperformed growth throughout 2022, but Petallides wonders if that trend is likely to continue.

Todd Rosenbluth Has a Value-able Conversation on TD Ameritrade

American Century Focused Large Cap Value ETF

In 2022, many of the most widely held value ETFs have significantly outperformed their growth sibling alternatives. Investors have favored shares of companies with strong current earnings over those that have potential for faster growth in the future but that trade at a premium valuation during this period of rising interest rates.

Value Is in the Eye of the Beholder

Since the June 30 update, growth has outperformed value across the large, mid and small-cap asset classes. Looking at the annual returns, the performance premium for large-cap growth for the 5, 10 and 15 year time frames is still pretty sizable.

StyleBox Update: Growth Has Outperformed Value Since June 30 '22

VYM has certainly suffered so far in 2022, but the ETF's nearly 13% year to date haircut compares favorably against the broad stock market's 22.6% tumble via SPY. Momentum for the factor funds, unsurprisingly, is deeply negative.

High Dividend Yield Is Leading Edge Of Defense For U.S. Shares

ABM Industries

Bunge Global SA

eBay

HCA Healthcare

Nomad Foods

Travelers

Today's article introduces seven robust stocks to buy ahead of earnings. Given the unprecedented tightening by the Federal Reserve, investors are worried that the overall corporate profitability could further deteriorate in the third quarter.

7 Stocks to Buy Before They Crush Q3 Earnings

The S&P 500 Value Index has outperformed its growth counterparty by the most since 2006 as Tech and Discretionary endure brutal selling. While value rallies against growth, there are key spots on the chart all investors should monitor as we head into a volatile period of the year.

IVE: S&P 500 Value Building Long-Term Support Vs. Growth

iShares Focused Value Factor ETF

iShares US Infrastructure ETF

Investors can turn to thematic exchange traded fund strategies to focus on rising trends in today's market environment. Jay Jacobs, U.S. head of thematics and active equity ETFs at BlackRock Inc.

ETF Themes Investors Should Keep an Eye On

iShares U.S. Financials ETF

Between May 15 '22 and June 30 '22, value deteriorated more than growth on a percentage basis probably due to the collapse in energy and crude oil in June '22. Across the rest of the style boxes, value held up well into mid-June '22 when weakness in energy and commodities took the value style lower.

Style Box Update: Growth Across All Market Caps Remains Out Of Favor

iShares Core S&P Total U.S. Stock Market ETF

Two ETFs on S&P 500 value and total market traded with huge volume yesterday.

2 ETFs to Watch for Outsized Volume on S&P 500 Value & Total Market

ALPS Barron's 400 ETF

iShares U.S. Industrials ETF

 Invesco S&P SmallCap Consumer Discretionary ETF

Invesco S&P 500 Quality ETF

Invesco S&P 500 Low Volatility ETF

Financial Select Sector SPDR Fund

Given the current market environment, we have highlighted some investing ideas that could prove to be extremely beneficial for investors.

5 Solid ETF Strategies for Second Half

Alpha Architec U.S. Quantitative Value ETF 

SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

iShares MSCI USA Value Factor ETF

Nearly 85% of advisors surveyed by VettaFi during a recent webcast hosted with FlexShares believe that value will outperform growth over the next 12 months. This is likely impacted by recent performance, as the iShares Russell 1000 Value ETF (IWD) and the iShares S&P 500 Value ETF (IVE) have lost at least 1,450 fewer basis points than [.

Chart of the Week: Advisors Tell VettaFi They Favor Value Over Growth

iShares MSCI Europe Financials ETF

S&P 500 Value and Europe Financials -- two ETFs traded with outsized volume on Friday.

2 ETFs to Watch for Outsized Volume on S&P 500 Value & Europe Financials

IVE offers investors value exposure, with $24B of AUM, while charging a relatively expensive 0.18% expense ratio. The value factor has historically underperformed growth, yet it is poised for improved relative performance as markets rerate.

IVE: Value Is Back In Style

The broad market via SPDR S&P 500 is down more than 12% this year. Growth stocks generally are having a tough time in 2022 to no small degree due to the reversal of fortunes of tech shares.

Dividend Yield Factor Offers Port In Equity Storm This Year

iShares U.S. Consumer Goods ETF

ProShares S&P 500 Dividend Aristocrats ETF

FlexShares Quality Dividend Index Fund

Vanguard Health Care ETF

Apart from the Fed's rate hike uncertainty, the investment world is clouded by several concerning factors like the Russia-Ukraine crisis, recession fears and resurging COVID-19 cases in China.

5 Safe ETF Bets to Consider After a Dull Market Last Week

Vanguard Mega Cap Value ETF

Schwab U.S. Large-Cap Value ETF

Invesco S&P 500 Enhanced Value ETF

Vanguard S&P 500 Value ETF

It is worth noting that value investing seems more lucrative amid the growing market uncertainties and rising rate environment.

Bet on These Top-Ranked Value ETFs Amid Market Uncertainties

iShares Core S&P 500 ETF

Growth stocks and related exchange traded funds are taking a beating as surging bond yields weigh down mega-cap technology names. On Monday, the iShares S&P 500 Value ETF (NYSEArca: IVE) fell 0.6%, the iShares S&P 500 Growth ETF (NYSEArca: IVW) declined 2.0%, and the broader iShares Core S&P 500 ETF (NYSEArca: IVV) dropped 1.3%.

Rising Yields Are Dragging Down Growth Stock ETFs

IVE tracks the most popular value benchmark: the S&P 500 Value Index.

News for iShares S&P 500 Value ETF ETF (IVE)