IVLU ETF

IVLU ETF
$41.79
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Returns Overview

1 Month
-0.61%
3 Months
-2.12%
6 Months
+3.87%
YTD
+12.55%
1 Year
+22.68%
3 Years (annualized)
+25.71%
5 Years (annualized)
+14.98%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVLU have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Enhanced Value Index(^M1WOUEV)
This ETF (YTD)
+12.55%
Peer Avg (YTD)
+10.38%
vs Peers
+2.16%

IVLU ETF Performance

IVLU performance across multiple time periods: 1-month -0.61%, YTD 12.55%, 1-year 22.68%, 3-year 25.71%, 5-year 14.98%, 10-year 10.63%.

IVLU returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this ETF.

IVLU vs another fund shows side-by-side returns. IVLU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month-0.61%
3 Months-2.12%
6 Months+3.87%
1 Year+22.68%
3 Years+25.71%
5 Years+14.98%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.