evenfolio
iSharesForeign Large ValueIVLU · NYSE Arca

iShares MSCI Intl Value Factor ETF (IVLU)

Price
$44.63
11 Sept 2026
Assets
$4.6B
Total net assets
Expense ratio
0.31%
Category 0.95%
Yield
3.19%
Trailing distributions
3Y CAGR
25.0%+3.1%
Category 21.9%
5Y CAGR
16.0%+3.9%
Category 12.1%
Loading NAV history…
iShares MSCI Intl Value Factor ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.9%+5.6%+16.7%+19.3%+29.5%+25.0%+16.0%+11.2%+8.9%
Foreign Large Value average0.3%4.4%13.5%17.3%24.7%21.9%12.1%9.8%11.8%
Difference+0.6%+1.2%+3.2%+2.0%+4.8%+3.1%+3.9%+1.4%-2.9%

Holdings

The 10 largest positions make up 16.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
HSBA.LHSBC Holdings PLC2.19%
7203.TToyota Motor Corp1.93%
BNP.PABNP Paribas Act. Cat.A1.79%
SAN.MCBanco Santander SA1.77%
SHEL.LShell PLC1.63%
SIE.DESiemens AG1.52%
BATS.LBritish American Tobacco PLC1.48%
ROP.SWRoche Holding AG Ordinary Shares new1.42%
NOVN.SWNovartis AG Registered Shares1.30%
SAN.PASanofi SA1.26%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.2
P/B
1.4
P/S
1.1
P/CF
7.7

Sector allocation

Share of the equity the fund holds.

29.1%Financial services11 sectors
  1. Financial services29.1%
  2. Industrials18.6%
  3. Health care9.3%
  4. Technology8.7%
  5. Consumer discretionary7.3%
  6. Materials7.2%
  7. Consumer staples5.7%
  8. Energy5.7%
  9. Communication services3.6%
  10. Utilities3.4%
  11. Real estate1.4%

Asset mix

  • Stocks99.0%
  • Other0.5%
  • Cash0.5%

ETF details

Issuer
iShares
Category
Equity · Foreign Large Value
Ticker
IVLU
Exchange
NYSE Arca
Inception
16 Jun 2015 (11.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.31% (category 0.95%)
Holdings turnover
16% (category 55%)
Distribution yield
3.19%
Beta, 3 years
0.79
Total net assets
$4.6B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other foreign large value ETFs

Other ETFs in the Foreign Large Value category.

Search

Search funds, pages and tools