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Values as of: 2024-09-19
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 574.19Change
+9.68 (+1.71)%Market Cap
N/AVolume
3.62MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-19
ETF | Large Blend |
Last Closing
USD 574.19Change
+9.68 (+1.71)%Market Cap
N/AVolume
3.62MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+4.70 (+1.69%) |
USD 429.85B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+1.13 (+1.71%) |
USD 45.42B |
SCHX | Schwab U.S. Large-Cap ETF |
+1.13 (+1.70%) |
USD 45.04B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+1.94 (+1.76%) |
USD 12.56B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.85 (+1.75%) |
USD 11.50B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+1.16 (+1.69%) |
USD 9.00B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.20 (+0.28%) |
USD 7.42B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.69 (+1.24%) |
USD 4.91B |
SCHK | Schwab 1000 ETF |
+0.93 (+1.72%) |
USD 3.72B |
SUSA | iShares MSCI USA ESG Select |
+2.01 (+1.71%) |
USD 3.65B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
HEQT | Simplify Exchange Traded .. | 100.31 % | 0.00 % |
+0.37 (+1.22%) |
USD 0.21B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
+0.50 (+1.22%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
+0.04 (+1.22%) |
USD 0.18B |
IVV:AU | iShares Core S&P 500 AUD | 99.98 % | 0.00 % |
+0.03 (+1.22%) |
USD 8.26B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.95 % | 0.00 % |
+0.28 (+1.22%) |
USD 1.82B |
XUS:CA | iShares Core S&P 500 Inde.. | 99.95 % | 0.11 % |
+0.60 (+1.22%) |
CAD 7.07B |
XSP:CA | iShares Core S&P 500 (CAD.. | 99.93 % | 0.11 % |
+0.99 (+1.22%) |
CAD 10.26B |
SPYT | Tidal Trust II Defiance S.. | 99.92 % | 0.00 % |
+0.32 (+1.22%) |
USD 7.63M |
ROMO | 99.92 % | 0.00 % |
N/A |
N/A | |
IVVB | 99.03 % | 0.00 % |
N/A |
N/A | |
IVVM | 98.88 % | 0.00 % |
N/A |
N/A | |
SHDG | 98.69 % | 0.00 % |
N/A |
N/A | |
MAXJ | 98.02 % | 0.00 % |
N/A |
N/A | |
SPBC | Simplify U.S. Equity PLUS.. | 77.50 % | 0.00 % |
+0.78 (+1.22%) |
USD 0.03B |
RSST | 73.29 % | 0.00 % |
N/A |
N/A | |
RSSY | 72.53 % | 0.00 % |
N/A |
N/A | |
XWD:CA | iShares MSCI World Index .. | 71.36 % | 0.47 % |
+1.08 (+1.22%) |
CAD 1.01B |
XAW:CA | iShares Core MSCI All Cou.. | 53.92 % | 0.22 % |
+0.54 (+1.22%) |
CAD 2.55B |
XUU:CA | iShares Core S&P US Total.. | 47.51 % | 0.07 % |
+0.77 (+1.22%) |
CAD 2.96B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
MAPP | Harbor ETF Trust | 30.80 % | 0.00 % |
+0.34 (+1.22%) |
USD 3.80M |
SPQ | Simplify Exchange Traded .. | 29.11 % | 0.00 % |
+0.42 (+1.22%) |
USD 3.64M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 21.31 % | 0.00 % |
+0.39 (+1.22%) |
CAD 0.08B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 21.31 % | 0.00 % |
+0.31 (+1.22%) |
N/A |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
+0.29 (+1.22%) |
N/A |
FDCE | 13.60 % | 0.00 % |
N/A |
N/A | |
PFAA:CA | Picton Mahoney Fortified .. | 9.76 % | 0.00 % |
+0.02 (+1.22%) |
CAD 0.13B |
OCIO | ClearShares OCIO ETF | 4.17 % | 0.54 % |
+0.48 (+1.22%) |
USD 0.15B |
AOA | iShares Core Aggressive A.. | 0.00 % | 0.18 % |
+1.12 (+1.22%) |
USD 2.04B |
AOK | iShares Core Conservative.. | 0.00 % | 0.18 % |
+0.25 (+1.22%) |
USD 0.60B |
AOM | iShares Core Moderate All.. | 0.00 % | 0.18 % |
+0.35 (+1.22%) |
USD 1.42B |
AOR | iShares Core Growth Alloc.. | 0.00 % | 0.18 % |
+0.64 (+1.22%) |
USD 2.15B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
+0.04 (+1.22%) |
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 | |
XGC:CA | Xali Gold Corp | 0.00 % | 0.74 % |
N/A |
USD 9.11M |
QGL:CA | 0.00 % | 0.80 % |
N/A |
N/A | |
QMA:CA | 0.00 % | 0.80 % |
N/A |
N/A | |
1655:TSE | iShares S&P 500 ETF | 0.00 % | 0.00 % |
+9.70 (+1.22%) |
USD 80.07B |
1657:TSE | iShares Core MSCI Kokusai.. | 0.00 % | 0.00 % |
+65.00 (+1.22%) |
USD 23.57B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
+0.27 (+1.22%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SPD | Simplify US Equity PLUS D.. | 0.00 % | 0.00 % |
+0.49 (+1.22%) |
USD 0.09B |
SPUC | Simplify US Equity PLUS U.. | 0.00 % | 0.00 % |
+1.09 (+1.22%) |
USD 6.11M |
SPYC | Simplify US Equity PLUS C.. | 0.00 % | 0.00 % |
+0.74 (+1.22%) |
USD 0.08B |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
N/A |
N/A |
XUS-U:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.00 % |
+0.60 (+1.22%) |
CAD 4.54B |
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 | 20.22% | 78% | C+ | 81% | B- | ||
Dividend Return | 0.69% | 51% | F | 16% | F | ||
Total Return | 20.90% | 75% | C | 79% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 31.89% | 63% | D | 80% | B- | ||
Dividend Return | 1.65% | 81% | B- | 25% | F | ||
Total Return | 33.55% | 72% | C | 79% | B- | ||
Trailing 5 Years | |||||||
Capital Gain | 90.62% | 71% | C- | 84% | B | ||
Dividend Return | 8.44% | 68% | D+ | 28% | F | ||
Total Return | 99.06% | 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 |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
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.
There is nothing we particularly dislike