iShares S&P 500 Value ETF IVE

NYSE

iShares S&P 500 Value ETF (IVE) current share price is $217.55. The gold spot price is $4,808.10 per troy ounce. Using the formula: IVE in gold = $217.55 × 31.1035 ÷ $4,808.10 = 1.4073 grams of gold per share.

Over the past 20 years, IVE has a Real Wealth Growth Rate of -4.35% / yr. This means gold has been a better wealth preserver than holding IVE over this period.

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IVE in US Dollars

Gold in US Dollars

IVE in Gold (grams per share)

Real Wealth Growth Rate

IVE

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Computing…

"Real Wealth Growth Rate" measures the annualised compound growth rate (CAGR) of a stock when priced in gold — hard money that cannot be printed. A positive value means genuine wealth creation. A negative value means purchasing power is shrinking, even if the dollar price rises.

Step 1 — Express share price in grams of gold

$$\text{IVE}_{\text{gold}}(t) = \frac{P_{\text{IVE}}(t) \times 31.1035}{P_{\text{gold}}(t)}$$

$P_\text{IVE}$ = stock price in USD, $P_\text{gold}$ = gold spot in USD/troy oz, $31.1035$ = grams per troy ounce.

Step 2 — Real Wealth Growth Rate (CAGR in gold terms)

$$\text{Real Wealth Growth Rate} = \left(\frac{\text{IVE}_{\text{gold}}^{(T)}}{\text{IVE}_{\text{gold}}^{(0)}}\right)^{\!\frac{1}{T}} - 1$$

$\text{IVE}_\text{gold}^{(0)}$ = initial gold-price, $\text{IVE}_\text{gold}^{(T)}$ = current gold-price, $T$ = number of years. A positive result means the stock outpaces gold.

Real Wealth Growth Rate Rankings — 20 Years

Computing…

iShares S&P 500 Value ETF IVE

Real Wealth Growth Rate

Real Wealth Growth Rate Rankings — 20 Years

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