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Latest bar · IVE
Momentum reads · latest daily barGreen means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.
Top holdings
| Ticker | Name | Weight | |
|---|---|---|---|
| AAPL | Apple Inc | 7.32% |
|
| AMZN | Amazon.com Inc | 3.78% |
|
| INTC | Intel Corp | 2.27% |
|
| XOM | Exxon Mobil Corp | 1.95% |
|
| WMT | Walmart Inc | 1.71% |
|
| TSLA | Tesla Inc | 1.55% |
|
| COST | Costco Wholesale Corp | 1.43% |
|
| UNH | UnitedHealth Group Inc | 1.30% |
|
| BAC | Bank of America Corp | 1.28% |
|
| HD | The Home Depot Inc | 1.21% |
|
| — | Everything else | 76.20% |
|
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Sector / asset mix
Sector weightings
Asset split
Fund profile
Expense ratio is the annual cost of holding the fund; distribution yield is what it pays out.
Compare IVE vs peers
Line IVE up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.
Add tickers to compare with IVE
~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.
About IVE
The index measures the performance of the large-capitalization value sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.