iShares Canadian Value Index ETF Details and Insights

The iShares Canadian Value Index ETF is a popular investment option for Canadians looking to diversify their portfolios. It tracks the performance of the S&P/TSX Canadian Value Index.

This index is composed of 100 Canadian stocks, selected based on their value factors. The ETF provides exposure to a broad range of Canadian value stocks.

Investors can purchase the ETF through various online trading platforms or brokerages, making it easily accessible to both individual and institutional investors.

The iShares Canadian Value Index ETF has shown some significant price movements over the past periods.

The 1-Month period saw a +0.70 (+1.79%) increase since 01/14/25. This indicates a positive trend in the ETF's value over the last month.

The 3-Month period experienced a +0.16 (+0.40%) increase since 11/14/24, showing a relatively steady increase over the quarter.

The 52-Week period, however, had a +7.23 (+22.15%) increase since 02/14/24, highlighting a substantial growth in the ETF's value over the past year.

Here's a quick summary of the highest and lowest returns over the different periods:

The fees associated with iShares Canadian Value Index ETF are relatively low. The management fee is 0.25% per annum.

You'll also pay a trading fee of $4.22 per $1,000 traded, although this is a one-time fee.

The iShares Canadian Value Index ETF has a strong focus on ESG and sustainability.

The fund's ESG percentile compared to its Lipper peer group is not provided in the given article section facts.

However, we do know that the fund has a high level of ESG coverage, with 100% of its holdings having MSCI ESG ratings data.

This is a significant advantage, as it allows investors to make more informed decisions about the fund's environmental, social, and governance practices.

The MSCI ESG Quality Score is a valuable tool for investors looking to incorporate ESG considerations into their portfolios. It provides a comprehensive assessment of a fund's environmental, social, and governance (ESG) performance relative to its peers.

The MSCI ESG Quality Score is calculated based on a fund's ESG percentile compared to its Lipper peer group. This means that a fund with an ESG percentile of 50 would be performing at the median level compared to its peer group.

Understanding the MSCI ESG Quality Score can help you make more informed investment decisions.

MSCI ESG Coverage is a crucial aspect of evaluating a fund's commitment to environmental, social, and governance (ESG) factors.

The percentage of a fund's holdings with MSCI ESG ratings data is a key indicator of its ESG coverage.

MSCI ESG % Coverage is a metric that quantifies this, providing a clear picture of a fund's ESG transparency.

For further details regarding MSCI's methodology, you can refer to footnote 1 at the bottom of the page.

The iShares Canadian Value Index ETF offers a unique investment opportunity with a net expense ratio of 0.24%.

This ETF tracks the S&P/TSX Canadian Value Index, which is designed to measure the performance of the Canadian equity market's value segment.

The fund's portfolio is comprised of 104 stocks, with a minimum market capitalization of around $1.5 billion.

Investors can expect a dividend yield of around 3.5% per annum.

The ETF's portfolio is rebalanced quarterly to ensure that it remains aligned with the underlying index.

The iShares Canadian Value Index ETF has a 52-week high of {{ pricesMarketWeekHigh }} and a 52-week low of {{ pricesMarketWeekLow }}. The trading volume is quite high, with {{ pricesVolume }} transactions.

The fund's performance is impressive, with a 1-year return of {{ displayNumber(bestWorstBest['1Yr'].value) }}%. Over the past 3 years, the fund has returned {{ displayNumber(bestWorstBest['3Yr'].value) }}%.

Here are the fund's returns over the past 5 years, broken down by year:

The fund's performance is also compared to its benchmark, with the fund outperforming the benchmark in some years and underperforming in others.

The Growth of $10,000 is a key factor to consider when evaluating the performance of an investment. Hypothetical results may differ from actual performance.

A $10,000 investment can grow significantly over time, but it's essential to understand that these results are hypothetical and intended for illustrative purposes only. This means they don't represent actual performance.

Hypothetical growth charts like the one mentioned reflect a hypothetical $10,000 investment and assume reinvestment of dividends and capital gains. Fund expenses are also deducted from these hypothetical returns.

The simulated results don't involve financial risk, but they can't account for the impact of certain market risks like lack of liquidity. This is because trades haven't actually been executed.

As a result, there are frequently differences between simulated performance results and actual results. This is why it's crucial to understand the limitations of hypothetical performance data.

The price performance of an investment is a crucial factor to consider when making a decision. The price performance of a particular investment can be measured in various ways, including the period low, period high, and performance over a given period.

Over the past 1-month period, the investment's price has experienced a 0.99% increase from its low of 39.48 on 01/16/25. On the other hand, the price has decreased by 1.82% from its high of 40.61 on 01/30/25.

Here's a breakdown of the investment's price performance over different periods:

As you can see, the investment's price performance has been relatively stable over the past 3-month period, with a slight increase of 0.16% or +0.40% since 11/14/24. However, the price has experienced a significant increase of 20.67% since 02/15/24, reaching a 52-week high of 40.61 on 01/30/25.