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

ETF | Large Blend |

Last Closing

USD 572.99

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.16M

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: 2024-09-21 )

Largest Industry Peers for Large Blend

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.31 % 0.00 %

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USD 0.22B
GGUS:AU BetaShares Geared US Equi.. 100.00 % 0.00 %

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

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

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

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USD 1.82B
XUS:CA iShares Core S&P 500 Inde.. 99.95 % 0.11 %

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CAD 7.29B
XSP:CA iShares Core S&P 500 (CAD.. 99.93 % 0.11 %

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CAD 10.74B
SPYT Tidal Trust II Defiance S.. 99.92 % 0.00 %

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USD 7.63M
ROMO 99.92 % 0.00 %

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IVVB 99.03 % 0.00 %

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IVVM 98.88 % 0.00 %

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SHDG 98.69 % 0.00 %

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MAXJ 98.02 % 0.00 %

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SPBC Simplify U.S. Equity PLUS.. 77.50 % 0.00 %

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USD 0.03B
RSST 73.29 % 0.00 %

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RSSY 72.53 % 0.00 %

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XWD:CA iShares MSCI World Index .. 71.36 % 0.47 %

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CAD 1.04B
XAW:CA iShares Core MSCI All Cou.. 53.92 % 0.22 %

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CAD 2.62B
XUU:CA iShares Core S&P US Total.. 47.51 % 0.07 %

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CAD 3.05B
NSPL 38.36 % 0.00 %

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MAPP Harbor ETF Trust 30.80 % 0.00 %

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

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USD 3.64M
ESPX:CA Evolve S&P 500® Enhanced.. 21.31 % 0.00 %

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

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MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

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FDCE 13.60 % 0.00 %

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PFAA:CA Picton Mahoney Fortified .. 9.76 % 0.00 %

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CAD 0.13B
OCIO ClearShares OCIO ETF 4.20 % 0.54 %

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USD 0.15B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

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USD 2.04B
AOK iShares Core Conservative.. 0.00 % 0.18 %

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USD 0.60B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

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USD 1.42B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

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USD 2.15B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

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USD 0.04B
PPLC 0.00 % 0.04 %

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SUSA:CA 0.00 % 0.74 %

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SPXH 0.00 % 0.65 %

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TRSK 0.00 % 0.65 %

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XGC:CA Xali Gold Corp 0.00 % 0.74 %

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USD 9.11M
QGL:CA 0.00 % 0.80 %

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QMA:CA 0.00 % 0.80 %

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1655:TSE iShares S&P 500 ETF 0.00 % 0.00 %

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

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

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DYHG 0.00 % 0.00 %

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SPD Simplify US Equity PLUS D.. 0.00 % 0.00 %

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USD 0.09B
SPUC Simplify US Equity PLUS U.. 0.00 % 0.00 %

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USD 6.11M
SPYC Simplify US Equity PLUS C.. 0.00 % 0.00 %

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USD 0.08B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

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XUS-U:CA iShares Core S&P 500 Inde.. 0.00 % 0.00 %

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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 19.97% 78% C+ 81% B-
Dividend Return 0.69% 48% F 15% F
Total Return 20.65% 76% C+ 78% C+
Trailing 12 Months  
Capital Gain 31.93% 69% C- 80% B-
Dividend Return 1.66% 81% B- 28% F
Total Return 33.59% 75% C 79% B-
Trailing 5 Years  
Capital Gain 90.12% 71% C- 84% B
Dividend Return 8.44% 70% C- 28% F
Total Return 98.56% 72% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.25% 73% C 77% C+
Dividend Return 15.60% 73% C 76% C+
Total Return 1.35% 64% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 18.00% 64% D 56% F
Risk Adjusted Return 86.70% 81% B- 93% 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.

What to not like:

There is nothing we particularly dislike