IVV:AU:AU-iShares Core S&P 500 AUD (AUD)

ETF | Others |

Last Closing

USD 55.11

Change

-0.03 (-0.05)%

Market Cap

USD 8.23B

Volume

0.26M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-10 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+0.04 (+0.04%)

USD 16.41B
VGS:AU Vanguard MSCI International Sh..

+1.85 (+1.48%)

USD 8.59B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.48 (+0.89%)

USD 6.31B
IOZ:AU Ishares Core S&P/Asx 200

-0.01 (-0.03%)

USD 6.15B
STW:AU SPDR® S&P/ASX 200 Fund

+0.03 (+0.04%)

USD 5.62B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.60 (+1.50%)

USD 4.86B
NDQ:AU Betashares Nasdaq 100

+0.98 (+2.29%)

USD 4.83B
A200:AU BetaShares Australia 200

+0.01 (+0.01%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

+7.44 (+1.82%)

USD 4.70B
VHY:AU Vanguard Australian Shares Hig..

-0.19 (-0.26%)

USD 4.06B

ETFs Containing IVV:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.93% 93% A 82% B
Dividend Return 0.94% 9% A- 13% F
Total Return 18.87% 92% A 81% B-
Trailing 12 Months  
Capital Gain 24.94% 89% A- 81% B-
Dividend Return 1.39% 14% F 11% F
Total Return 26.33% 88% B+ 80% B-
Trailing 5 Years  
Capital Gain -87.23% 1% F 11% F
Dividend Return 3.40% 5% F 7% C-
Total Return -83.83% 1% F 13% F
Average Annual (5 Year Horizon)  
Capital Gain -11.34% 3% F 23% F
Dividend Return -10.60% 3% F 24% F
Total Return 0.75% 24% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 48.63% 1% F 40% F
Risk Adjusted Return -21.80% 16% F 30% F
Market Capitalization 8.23B 99% N/A 96% N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.