IVLU: The Value Factor Is Alive And Kicking In International Markets

Fred PiardInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryiShares MSCI Intl Value Factor ETF offers value exposure with a portfolio of 351 international stocks, notably overweighting Japan and financials.IVLU has outperformed its benchmark IDEV by 1.4% annualized since inception and by 18 percentage points over the past year, highlighting recent value factor strength.The fund boasts a 152% 9-year dividend growth, but distributions have been volatile, with significant cuts in 2018 and 2020.While IVLU offers compelling risk-adjusted returns, it does not clearly outshine competitors like FNDF, which offers slightly better fees, returns, volatility, and liquidity.Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » Seiya Tabuchi/iStock via Getty Images Strategy iShares MSCI Intl Value Factor ETF (IVLU) was launched on 6/16/2015 and tracks the MSCI World ex USA Enhanced Value Index. IVLU has a portfolio of 351 stocks, a 30-day SEC yield of 2.71%, andThis article was written byFred Piard16.3K FollowersFollowFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.