IVE
Price
$231.89
Change
-$1.04 (-0.45%)
Updated
Sep 18 closing price
Net Assets
49.11B
Intraday BUY SELL Signals
IWD
Price
$251.70
Change
-$1.12 (-0.44%)
Updated
Sep 18 closing price
Net Assets
81.9B
Intraday BUY SELL Signals
VFLO
Price
$53.00
Change
-$0.58 (-1.08%)
Updated
Sep 18 closing price
Net Assets
11.14B
Intraday BUY SELL Signals
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IVE or IWD or VFLO

IVE vs IWD vs VFLO Comparison Chart in %
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A.I.Advisor
Sep 01, 2026

Which ETF would AI Choose? iShares S&P 500 Value ETF (IVE) vs. iShares Russell 1000 Value ETF (IWD) vs. VictoryShares Free Cash Flow ETF (VFLO)

Key Takeaways

  • IVE and IWD are both low-cost passive ETFs tracking established value indexes with broad diversification, while VFLO employs a rules-based smart beta approach focused on free cash flow yields with significantly fewer holdings.
  • Expense ratios favor IVE and IWD at 0.18% each compared to VFLO’s 0.39%, offering potential cost efficiency for long-term investors seeking value exposure.
  • IVE provides exposure to approximately 440 holdings from the S&P 500 Value Index, IWD tracks roughly 860 constituents from the Russell 1000 Value Index, and VFLO concentrates on about 50 large-cap stocks selected for high free cash flow characteristics.
  • Sector allocations differ notably, with VFLO showing elevated exposure to information technology, energy, and health care relative to the more balanced profiles of IVE and IWD.
  • Structural differences in index methodology and concentration levels create varying risk profiles, with VFLO’s narrower basket potentially increasing sensitivity to individual stock performance.
  • All three ETFs target U.S. large-cap value-oriented equities, positioning them as complementary or alternative options within value strategies depending on investor preferences for breadth versus targeted cash flow metrics.

Introduction

IVE, IWD, and VFLO represent distinct approaches to U.S. large-cap value investing, making them relevant for comparison in the current market environment. IVE and IWD follow traditional passive indexes emphasizing value characteristics within broad market segments, while VFLO applies a rules-based methodology centered on free cash flow generation. These ETFs compete within the value category but differ in construction, diversification, and cost structures, offering investors tiered options for balancing exposure to undervalued equities amid evolving macroeconomic conditions.

iShares S&P 500 Value ETF (IVE) Overview

IVE seeks to track the S&P 500 Value Index, which measures the performance of large-capitalization U.S. equities exhibiting value characteristics. The ETF holds approximately 440 securities and maintains a passive management style with physical replication. Top holdings typically include major companies such as those in financials and health care, reflecting the index’s modified market-cap weighting. Sector allocations span financials, health care, industrials, and consumer staples with balanced representation. The expense ratio stands at 0.18%. Distinguishing features include its focus on the value subset of the S&P 500 and quarterly rebalancing aligned with index methodology.

iShares Russell 1000 Value ETF (IWD) Overview

IWD aims to replicate the Russell 1000 Value Index, capturing large- and mid-cap U.S. stocks with value attributes. It contains roughly 860 holdings under a passive structure with physical replication. Holdings emphasize large-cap names across financials, health care, and industrials. Sector exposure remains diversified without extreme concentrations. The expense ratio is 0.18%. Key characteristics encompass its broader universe compared to S&P 500-focused peers and adherence to the Russell index’s rules-based selection using metrics such as book value and earnings.

VictoryShares Free Cash Flow ETF (VFLO) Overview

VFLO tracks the Victory U.S. Large Cap Free Cash Flow Index through a rules-based methodology selecting approximately 50 companies from the S-Network U.S. Equity Large/Mid-Cap 1000 Index based on free cash flow yield and growth filters. The ETF operates in a passive yet smart beta framework with physical replication. Holdings concentrate in high free cash flow generators, often tilting toward information technology, energy, and health care. Sector allocations reflect these thematic emphases. The expense ratio is 0.39%. Distinguishing elements include its narrower focus on cash flow metrics and potential for higher turnover relative to traditional value indexes.

Industry and Thematic Landscape

The U.S. large-cap value segment operates amid shifting capital flows toward companies demonstrating resilient earnings and cash generation amid moderating inflation and evolving interest rate expectations. Regulatory developments in financial services and energy sectors, alongside earnings trends in health care and technology, influence holdings across these ETFs. Geopolitical factors affecting supply chains and commodity prices add volatility to energy and industrials exposure. Broader macroeconomic drivers, including corporate spending patterns and valuation resets, shape opportunities for value-oriented strategies without favoring any single approach.

Performance and Positioning Comparison

In recent months, IVE and IWD have exhibited similar trend consistency due to their overlapping yet differentiated value indexes, with performance differences arising from holdings breadth and sector tilts. VFLO’s concentrated structure has shown distinct volatility patterns tied to free cash flow leaders, potentially amplifying sensitivity to sector-specific macro factors such as energy prices or technology spending. Relative drawdowns may vary based on concentration risk, with broader funds like IWD offering more stability across market cycles. Structural variations in methodology explain divergences, as index selection rules and rebalancing frequencies influence responsiveness to value rotations.

AI Screener

Tickeron’s AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening.

Tickeron AI Verdict

Based on observable structural strength, diversification profile, cost efficiency, momentum stability, and risk-adjusted positioning, Tickeron’s AI would likely assign a probabilistic edge to IVE or IWD for investors prioritizing broad exposure and lower costs, while noting VFLO’s potential appeal in targeted free cash flow scenarios depending on prevailing market conditions.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 81.9B vs. IVE (49.1B) and VFLO (11.1B). VFLO has a higher annual dividend yield than IWD and IVE: VFLO (35.471) vs IWD (20.938) and IVE (10.214). IVE was incepted earlier than IWD and VFLO: IVE (26 years) vs IWD (26 years) and VFLO (3 years). IVE (0.18) and IWD (0.18) has a lower expense ratio than VFLO (0.39). VFLO has a higher turnover IVE (28.00) and IWD (14.00) vs IVE (28.00) and IWD (14.00).
IVEIWDVFLO
Gain YTD10.21420.93835.471
Net Assets49.1B81.9B11.1B
Total Expense Ratio0.180.180.39
Turnover28.0014.00149.00
Yield1.501.361.01
Fund Existence26 years26 years3 years
TECHNICAL ANALYSIS
Technical Analysis
IVEIWDVFLO
RSI
ODDS (%)
Bearish Trend 4 days ago
68%
Bearish Trend 4 days ago
67%
Bearish Trend 3 days ago
72%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
90%
Momentum
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
76%
MACD
ODDS (%)
Bearish Trend 3 days ago
73%
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
63%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
73%
Bearish Trend 3 days ago
74%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
73%
Bearish Trend 3 days ago
75%
Bearish Trend 3 days ago
68%
Advances
ODDS (%)
Bullish Trend 18 days ago
85%
Bullish Trend 18 days ago
86%
Bullish Trend 7 days ago
88%
Declines
ODDS (%)
Bearish Trend 5 days ago
69%
Bearish Trend 5 days ago
74%
Bearish Trend 5 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bearish Trend 3 days ago
77%
Bearish Trend 3 days ago
75%
Bullish Trend 3 days ago
83%
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IVE
Daily Signal:
Gain/Loss:
IWD
Daily Signal:
Gain/Loss:
VFLO
Daily Signal:
Gain/Loss:
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IVE and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVE has been loosely correlated with SWK. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if IVE jumps, then SWK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
-0.45%
SWK - IVE
64%
Loosely correlated
+0.52%
CFG - IVE
63%
Loosely correlated
-0.52%
EMR - IVE
63%
Loosely correlated
+1.71%
IR - IVE
62%
Loosely correlated
-1.13%
IVZ - IVE
61%
Loosely correlated
+1.03%
More

IWD and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWD has been closely correlated with BAC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWD jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWD
1D Price
Change %
IWD100%
-0.44%
BAC - IWD
77%
Closely correlated
-0.77%
JPM - IWD
64%
Loosely correlated
+0.10%
CVX - IWD
48%
Loosely correlated
-0.97%
XOM - IWD
45%
Loosely correlated
+0.17%
DIS - IWD
43%
Loosely correlated
-2.54%
More

VFLO and

Correlation & Price change

A.I.dvisor indicates that over the last year, VFLO has been loosely correlated with ABNB. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if VFLO jumps, then ABNB could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VFLO
1D Price
Change %
VFLO100%
-1.08%
ABNB - VFLO
57%
Loosely correlated
+0.17%
ALGN - VFLO
52%
Loosely correlated
-1.40%
DOCU - VFLO
52%
Loosely correlated
-2.22%
PAYX - VFLO
50%
Loosely correlated
-0.32%
DOX - VFLO
49%
Loosely correlated
-2.00%
More