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

ETF | Large Blend |

Last Closing

USD 574.19

Change

+9.68 (+1.71)%

Market Cap

N/A

Volume

3.62M

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: 2024-09-19 )

Largest Industry Peers for Large Blend

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

ETFs Containing IVV

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

  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

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