iShares MSCI Intl Value Factor ETF

iShares MSCI Intl Value Factor ETF

About

iShares MSCI Intl Value Factor ETF (US46435G4091) is a US-listed equity ETF tracking the MSCI World ex USA Enhanced Value Index (Net). With a expense ratio of 0.31%, it is moderately priced, paying distributions. The fund holds 369 positions across 22 regions with 4.3B in assets.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.1 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 3.8
Liquidity (25%) 9.7 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IVLU
ISIN
Fund Size $4.3B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jun 2015
Base Currency USD
Index MSCI World ex USA Enhanced Value Index (Net)
Asset Class Equities
Category Factor Equity

Costs

8.1
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.31%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +36.39%
3 Years +26.17%
5 Years +14.52%
10 Years +11.01%
YTD +13.20%
Since Inception +8.64%

Holdings

This fund invests into 369 individual investments.
#1
HSBC Holdings PLC
2.09%
#2
Kioxia Holdings Corp
1.85%
#3
BNP Paribas SA
1.82%
#4
Toyota Motor Corp
1.75%
#5
Banco Santander SA
1.70%
#6
British American Tobacco PLC
1.58%
#7
Siemens AG
1.50%
#8
Shell PLC
1.48%
#9
Roche Holding AG
1.34%
#10
Novartis AG
1.30%
View all holdings (50)
# Holding Ticker Weight
1 HSBC Holdings PLC HSBA 209.24%
2 Kioxia Holdings Corp 285A 185.24%
3 BNP Paribas SA BNP 181.78%
4 Toyota Motor Corp 7203 174.88%
5 Banco Santander SA SAN 169.88%
6 British American Tobacco PLC BATS 157.86%
7 Siemens AG SIE 150.03%
8 Shell PLC SHEL 148.02%
9 Roche Holding AG ROP 133.83%
10 Novartis AG NOVN 130.16%
11 Sanofi SA SAN 125.30%
12 Barclays PLC BARC 122.46%
13 Infineon Technologies AG IFX 120.87%
14 Murata Manufacturing Co Ltd 6981 117.61%
15 Mitsubishi UFJ Financial Group Inc 8306 114.32%
16 TotalEnergies SE TTE 108.67%
17 Nokia Oyj NOKIA 107.00%
18 Banco Bilbao Vizcaya Argentaria SA BBVA 104.60%
19 UniCredit SpA UCG 104.16%
20 BHP Group Ltd BHP 99.68%
21 Renesas Electronics Corp 6723 99.57%
22 Sumitomo Mitsui Financial Group Inc 8316 95.75%
23 Deutsche Bank AG DBK 93.15%
24 GSK PLC GSK 93.02%
25 Mitsubishi Corp 8058 92.37%
26 Mitsui & Co Ltd 8031 89.60%
27 Deutsche Telekom AG DTE 86.33%
28 Societe Generale SA GLE 84.30%
29 Sumitomo Corp 8053 81.29%
30 Vinci SA DG 81.09%
31 CK Hutchison Holdings Ltd 1 80.33%
32 Rio Tinto PLC RIO 79.96%
33 Bayer AG BAYN 74.69%
34 ITOCHU Corp 8001 74.64%
35 NatWest Group PLC NWG 73.45%
36 STMicroelectronics NV STMPA 73.37%
37 ING Groep NV INGA 71.71%
38 Mizuho Financial Group Inc 8411 69.93%
39 Mercedes-Benz Group AG MBG 68.42%
40 Lloyds Banking Group PLC LLOY 66.53%
41 Intesa Sanpaolo SpA ISP 65.26%
42 Canon Inc 7751 60.56%
43 Anheuser-Busch InBev SA/NV ABI 59.59%
44 Panasonic Holdings Corp 6752 58.71%
45 Deutsche Post AG DHL 58.70%
46 Honda Motor Co Ltd 7267 57.57%
47 Marubeni Corp 8002 57.27%
48 Cie de Saint-Gobain SA SGO 57.18%
49 AXA SA CS 55.68%
50 FUJIFILM Holdings Corp 4901 55.58%

Sectors

Allocation by industry sector.
 
Sector Weight
Financials 2810.00%
Industrials 1697.00%
Technology 1173.00%
Health Care 871.00%
Consumer Discretionary 720.00%
Materials 712.00%
Consumer Staples 589.00%
Energy 512.00%
Utilities 358.00%
Communication Services 346.00%
Real Estate 135.00%
Unknown 79.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
Japan 3042.00%
United Kingdom 1466.00%
France 1132.00%
Germany 1109.00%
Spain 390.00%
Italy 361.00%
Canada 350.00%
Switzerland 308.00%
Netherlands 287.00%
Australia 232.00%
Sweden 222.00%
Hong Kong SAR China 213.00%
Finland 161.00%
Singapore 140.00%
United States 103.00%
Belgium 96.00%
UNKNOWN 77.00%
Denmark 69.00%
Norway 69.00%
Israel 67.00%
Austria 50.00%
Ireland 43.00%
Portugal 13.00%
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