IVE’s top-10 holding include Exxon Mobil (NYSE: XOM), J.P. Morgan Chase (NYSE: JPM) and AT&T (NYSE: T). The fund’s annual expense ratio is 0.18%.
The $22.3 billion IWD also garners an overweight rating from S&P Capital IQ. IWD is more heavily tilted to financials with a 28.6% weight to that sector. IWD also features scant industrial exposure with a mere 0.36% weight to that sector. [Don’t Forget These Value ETFs]
Producer durables represent 10.2% of IWD’s weight with energy and health care combining for 28.1%. With 668 stocks, IWD holds more than twice as many names as VTV and nearly double the amount found in IVE.
“S&P Capital IQ discourages relying solely on backward looking analysis or an expense ratio in choosing ETFs, but rather encourages a focus on the securities inside and other costs of the ETF. All three of these ETFs have favorably strong risk considerations, using S&P Capital IQ Quality Rankings and Standard & Poor’s Credit Ratings of the holdings, and modest costs, using expense ratio and bid/ask spread analysis,” said S&P Capital IQ.
iShares Russell 1000 Value ETF
