IVLU ETF

$42.66

Returns Overview

1 Month
+3.77%
3 Months
+0.19%
6 Months
+20.20%
YTD
+10.78%
1 Year
+50.65%
3 Years
+25.64%
5 Years
+16.78%
10 Years
+11.88%

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+3.77%

3 Months Performance

+0.19%

6 Months Performance

+20.20%

1 Year Performance

+50.65%

Benchmark & Peers

Benchmark
MSCI World ex USA Enhanced Value Index(^M1WOUEV)
This ETF (YTD)
+10.78%
Peer Avg (YTD)
+7.25%
vs Peers
+3.53%

IVLU ETF Performance

IVLU performance across multiple time periods: 1-month 3.77%, YTD 10.78%, 1-year 50.65%, 3-year 25.64%, 5-year 16.78%, 10-year 11.88%.

IVLU returns outperform the peer average of 7.25% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.77%Apr 22, 2026 to May 22, 2026
3 Months+0.19%Feb 23, 2026 to May 22, 2026
6 Months+20.20%Nov 24, 2025 to May 22, 2026
1 Year+50.65%N/A
3 Years+25.64%N/A
5 Years+16.78%N/A

All returns shown are total returns, not annualized