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

ETF | Large Blend |

Last Closing

USD 564.51

Change

-1.69 (-0.30)%

Market Cap

N/A

Volume

5.20M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Blend

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

-0.70 (-0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.19 (-0.29%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.30%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.40 (-0.36%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.22 (-0.45%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.18 (-0.26%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

-0.51 (-0.71%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

-0.27 (-0.48%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.18 (-0.33%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.43 (-0.36%)

USD 3.65B

ETFs Containing IVV

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

+0.15 (+0.24%)

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

-0.04 (0.24%)

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

+0.01 (+0.24%)

USD 8.26B
IHVV:AU iShares S&P 500 AUD Hedge.. 99.95 % 0.00 %

+0.08 (+0.24%)

USD 1.82B
1655:TSE iShares S&P 500 ETF 99.94 % 0.00 %

+4.30 (+0.24%)

USD 80.07B
SPYT Tidal Trust II Defiance S.. 99.92 % 0.00 %

N/A

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

-0.04 (0.24%)

CAD 4.54B
ROMO 99.92 % 0.00 %

N/A

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

-0.03 (0.24%)

USD 0.21B
SPD Simplify US Equity PLUS D.. 99.39 % 0.00 %

-0.07 (0.24%)

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.. 98.78 % 0.00 %

-0.13 (0.24%)

USD 0.07B
SHDG 98.69 % 0.00 %

N/A

N/A
MAXJ 98.02 % 0.00 %

N/A

N/A
SPUC Simplify US Equity PLUS U.. 97.52 % 0.00 %

-0.29 (0.24%)

USD 5.93M
SPBC Simplify U.S. Equity PLUS.. 76.77 % 0.00 %

-0.10 (0.24%)

USD 0.03B
1657:TSE iShares Core MSCI Kokusai.. 75.77 % 0.00 %

+20.00 (+0.24%)

USD 23.57B
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.. 53.92 % 0.00 %

N/A

N/A
XUU-U:CA iShares Core S&P U.S. Tot.. 47.51 % 0.00 %

N/A

N/A
AOA iShares Core Aggressive A.. 46.07 % 0.18 %

-0.20 (0.24%)

USD 2.04B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 34.85 % 0.18 %

-0.18 (0.24%)

USD 2.15B
MAPP Harbor ETF Trust 30.80 % 0.00 %

-0.07 (0.24%)

USD 3.80M
SPQ Simplify Exchange Traded .. 29.11 % 0.00 %

-0.06 (0.24%)

USD 3.64M
AOM iShares Core Moderate All.. 23.30 % 0.18 %

-0.14 (0.24%)

USD 1.42B
ESPX:CA Evolve S&P 500® Enhanced.. 21.31 % 0.00 %

+0.03 (+0.24%)

CAD 0.08B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 21.31 % 0.00 %

+0.06 (+0.24%)

N/A
AOK iShares Core Conservative.. 17.53 % 0.18 %

-0.08 (0.24%)

USD 0.60B
MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

-0.12 (0.24%)

N/A
FDCE 13.60 % 0.00 %

N/A

N/A
PFAA:CA Picton Mahoney Fortified .. 9.76 % 0.00 %

-0.01 (0.24%)

CAD 0.13B
OCIO ClearShares OCIO ETF 4.17 % 0.54 %

-0.07 (0.24%)

USD 0.15B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.06 (0.24%)

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 %

-0.03 (0.24%)

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

-0.01 (0.24%)

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

-0.18 (0.24%)

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

-0.06 (0.24%)

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

+0.08 (+0.24%)

CAD 1.01B
QGL:CA 0.00 % 0.80 %

N/A

N/A
QMA:CA 0.00 % 0.80 %

N/A

N/A
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

N/A

N/A
DYHG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.19% 76% C+ 80% B-
Dividend Return 0.69% 51% F 16% F
Total Return 18.88% 78% C+ 77% C+
Trailing 12 Months  
Capital Gain 27.55% 63% D 80% B-
Dividend Return 1.62% 78% C+ 25% F
Total Return 29.17% 74% C 78% C+
Trailing 5 Years  
Capital Gain 87.41% 69% C- 84% B
Dividend Return 8.44% 68% D+ 28% F
Total Return 95.85% 72% C 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.17% 75% C 77% C+
Dividend Return 15.52% 75% C 76% C+
Total Return 1.35% 65% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 17.97% 63% D 57% F
Risk Adjusted Return 86.37% 81% B- 94% A
Market Capitalization N/A 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:

There is nothing we particularly dislike