IVV:ARCA-iShares Core S&P 500 (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 564.66

Change

+1.03 (+0.18)%

Market Cap

USD 85.28B

Volume

2.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P 500? (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 15/05/2000

Primary Benchmark: S&P 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.07%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+2.27 (+0.83%)

USD 412.72B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.55 (+0.84%)

USD 43.54B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.54 (+0.82%)

USD 43.23B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+1.04 (+0.96%)

USD 12.72B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+0.54 (+1.13%)

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+0.58 (+0.86%)

USD 8.66B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

+0.37 (+0.53%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.36 (+0.66%)

USD 4.62B
SCHK Schwab 1000 ETF 0.05 %

+0.46 (+0.86%)

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

+0.92 (+0.79%)

USD 3.56B

ETFs Containing IVV

GGUS:AU BetaShares Geared US Equi.. 100.00 % 0.00 %

+1.58 (+0.00%)

USD 0.02B
UMAX:AU BetaShares S&P 500 Yield .. 100.00 % 0.00 %

+0.29 (+0.00%)

USD 0.18B
IVV:AU iShares Core S&P 500 AUD 99.98 % 0.00 %

+0.65 (+0.00%)

USD 8.26B
IHVV:AU iShares S&P 500 AUD Hedge.. 99.97 % 0.00 %

+0.90 (+0.00%)

USD 1.82B
SPYT Tidal Trust II Defiance S.. 99.92 % 0.00 %

+0.11 (+0.00%)

USD 7.63M
XUS-U:CA iShares Core S&P 500 Inde.. 99.92 % 0.00 %

+0.35 (+0.00%)

CAD 4.54B
ROMO 99.92 % 0.00 %

N/A

N/A
HEQT Simplify Exchange Traded .. 99.79 % 0.00 %

+0.13 (+0.00%)

USD 0.21B
SPD Simplify US Equity PLUS D.. 99.53 % 0.00 %

+0.31 (+0.00%)

USD 0.09B
IVVB 99.03 % 0.00 %

N/A

N/A
IVVM 98.88 % 0.00 %

N/A

N/A
SPYC Simplify US Equity PLUS C.. 98.84 % 0.00 %

+0.27 (+0.00%)

USD 0.07B
SHDG 98.69 % 0.00 %

N/A

N/A
SPUC Simplify US Equity PLUS U.. 98.29 % 0.00 %

+0.35 (+0.00%)

USD 5.93M
MAXJ 98.02 % 0.00 %

N/A

N/A
SPBC Simplify U.S. Equity PLUS.. 76.77 % 0.00 %

+0.34 (+0.00%)

USD 0.03B
RSST 73.29 % 0.00 %

N/A

N/A
RSSY 72.53 % 0.00 %

N/A

N/A
XAW-U:CA iShares Core MSCI All Cou.. 53.84 % 0.00 %

N/A

N/A
XUU-U:CA iShares Core S&P U.S. Tot.. 47.39 % 0.00 %

+0.21 (+0.00%)

N/A
AOA iShares Core Aggressive A.. 45.69 % 0.18 %

+0.44 (+0.00%)

USD 1.98B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 34.41 % 0.18 %

+0.23 (+0.00%)

USD 2.10B
SPQ Simplify Exchange Traded .. 29.11 % 0.00 %

+0.20 (+0.00%)

USD 3.64M
MAPP Harbor ETF Trust 25.51 % 0.00 %

+0.17 (+0.00%)

USD 3.80M
AOM iShares Core Moderate All.. 23.02 % 0.18 %

+0.12 (+0.00%)

USD 1.40B
ESPX:CA Evolve S&P 500® Enhanced.. 20.15 % 0.00 %

+0.24 (+0.00%)

CAD 0.07B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 20.15 % 0.00 %

N/A

N/A
AOK iShares Core Conservative.. 17.30 % 0.18 %

+0.15 (+0.00%)

USD 0.59B
MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

+0.06 (+0.00%)

N/A
FDCE 13.60 % 0.00 %

N/A

N/A
PFAA:CA Picton Mahoney Fortified .. 10.78 % 0.00 %

+0.01 (+0.00%)

CAD 0.13B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

+0.03 (+0.00%)

USD 0.04B
PPLC 0.00 % 0.04 %

N/A

N/A
SUSA:CA 0.00 % 0.74 %

N/A

N/A
SPXH 0.00 % 0.65 %

N/A

N/A
TRSK 0.00 % 0.65 %

N/A

N/A
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

+0.37 (+0.00%)

CAD 2.55B
XGC:CA Xali Gold Corp 0.00 % 0.74 %

N/A

USD 9.11M
XSP:CA iShares Core S&P 500 (CAD.. 0.00 % 0.11 %

+0.37 (+0.00%)

CAD 10.26B
XUS:CA iShares Core S&P 500 Inde.. 0.00 % 0.11 %

+0.38 (+0.00%)

CAD 7.07B
XWD:CA iShares MSCI World Index .. 0.00 % 0.47 %

+0.95 (+0.00%)

CAD 1.01B
QGL:CA 0.00 % 0.80 %

N/A

N/A
QMA:CA 0.00 % 0.80 %

N/A

N/A
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

+0.16 (+0.00%)

USD 0.14B
1655:TSE iShares S&P 500 ETF 0.00 % 0.00 %

+15.90 (+0.00%)

USD 80.07B
1657:TSE iShares Core MSCI Kokusai.. 0.00 % 0.00 %

+120.00 (+0.00%)

USD 23.57B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.44 (+0.00%)

N/A
DYHG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.22% 78% C+ 82% B
Dividend Return 0.69% 53% F 17% F
Total Return 18.91% 77% C+ 79% B-
Trailing 12 Months  
Capital Gain 25.06% 74% C 81% B-
Dividend Return 1.59% 71% C- 24% F
Total Return 26.65% 77% C+ 79% B-
Trailing 5 Years  
Capital Gain 91.88% 74% C 83% B
Dividend Return 8.64% 67% D+ 28% F
Total Return 100.52% 75% C 82% B
Average Annual (5 Year Horizon)  
Capital Gain 14.08% 76% C+ 77% C+
Dividend Return 15.42% 72% C 75% C
Total Return 1.34% 65% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 17.93% 63% D 57% F
Risk Adjusted Return 85.99% 81% B- 94% A
Market Capitalization 85.28B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike