Morningstar

iShares MSCI USA Value Factor ETF VLUE ETF Analysis

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Morningstar’s Analysis VLUE

Will VLUE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VLUE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VLUE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VLUE’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sector-neutral value fund.

Director Bryan Armour

Bryan Armour

Director

Summary

IShares MSCI USA Value Factor ETF and iShares Edge MSCI USA Value Factor ETF construct a sector-neutral basket of the cheapest US stocks, mitigating the impact of sector biases that plague more traditional value indexes. While the funds take on more risk than the Russell 1000 Value Index, they should provide better risk-adjusted returns over the long run.

by Bryan Armour
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