Plutux
VLUEEquity

iShares MSCI USA Value Factor ETF

$202.01

 

52-week range

Twelve months

Assets under management
$9.7B
Expense ratio
0.15%
Holdings
146
NAV
$202.01
Inception
Apr 15, 2013
Issuer
IShares
Asset class
Equity
Exchange
Average volume
1.2M
Volume
50-day average
200-day average
Day range
Previous close
Domicile
US
Official page
ishares.com

About this fund

This ETF is designed to replicate the investment performance of a specific index. That index focuses on U.S. large- and mid-capitalization companies, selecting those that exhibit strong 'value' characteristics and trade at comparatively lower valuations.

Sector exposure

  • Technology38.47%
  • Financial Services11.44%
  • Consumer Cyclical10.87%
  • Communication Services9.60%
  • Healthcare8.30%
  • Industrials8.13%
  • Consumer Defensive4.57%
  • Energy3.32%
  • Utilities2.06%
  • Real Estate1.89%
  • Basic Materials1.33%
  • Cash & Others0.02%

Top holdings

Largest positions by weight. Each links to its own stock page.

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Questions

What does VLUE hold?

VLUE is iShares MSCI USA Value Factor ETF, run by IShares and listed in the US. It currently holds 146 positions; the largest are MU, CSCO, GM.

What is the expense ratio of VLUE?

VLUE charges 0.15% per year. The fee is taken out of the fund's assets, so it shows up as a small drag on performance rather than as a separate bill.

How large is VLUE?

The fund manages $9.7B. Size matters mainly for liquidity: larger funds tend to trade with tighter spreads and are less likely to be closed by the issuer.

How do I research what is inside VLUE?

The holdings list on this page links every position to its own Plutux stock page, where you get the company's price history, financials and AI analysis.

Market data is provided for information only and is not investment advice. Figures can be delayed or restated by the data provider.

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

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