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

ETF | Large Blend |

Last Closing

USD 576.25

Change

+1.67 (+0.29)%

Market Cap

N/A

Volume

7.32M

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: 2024-09-24 )

Largest Industry Peers for Large Blend

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

+0.71 (+0.25%)

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

+0.19 (+0.28%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

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

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.02 (-0.04%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.22 (+0.32%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.25 (-0.35%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

-0.09 (-0.16%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.18 (+0.33%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.33 (+0.28%)

USD 3.70B

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.31 % 0.00 %

+0.02 (+0.00%)

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

N/A

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

-0.05 (0.00%)

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

-0.02 (0.00%)

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

N/A

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

-0.15 (0.00%)

CAD 7.29B
1655:TSE iShares S&P 500 ETF 99.94 % 0.00 %

+8.60 (+0.00%)

USD 80.07B
XSP:CA iShares Core S&P 500 (CAD.. 99.93 % 0.11 %

+0.18 (+0.00%)

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

-0.01 (0.00%)

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

+0.06 (+0.00%)

CAD 4.54B
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 %

+0.16 (+0.00%)

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

+70.00 (+0.00%)

USD 23.57B
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 %

-0.19 (0.00%)

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

+0.07 (+0.00%)

CAD 2.62B
XAW-U:CA iShares Core MSCI All Cou.. 53.92 % 0.00 %

N/A

N/A
XUU:CA iShares Core S&P US Total.. 47.51 % 0.07 %

-0.36 (0.00%)

CAD 3.05B
XUU-U:CA iShares Core S&P U.S. Tot.. 47.51 % 0.00 %

N/A

N/A
AOA iShares Core Aggressive A.. 46.22 % 0.18 %

+0.38 (+0.00%)

USD 2.04B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 34.99 % 0.18 %

+0.27 (+0.00%)

USD 2.15B
MAPP Harbor ETF Trust 30.80 % 0.00 %

+0.09 (+0.00%)

USD 3.80M
SPQ Simplify Exchange Traded .. 29.42 % 0.00 %

+0.07 (+0.00%)

USD 3.64M
AOM iShares Core Moderate All.. 23.52 % 0.18 %

+0.19 (+0.00%)

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

+0.03 (+0.00%)

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

N/A

N/A
AOK iShares Core Conservative.. 17.70 % 0.18 %

+0.10 (+0.00%)

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

+0.02 (+0.00%)

N/A
FDCE 13.60 % 0.00 %

N/A

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

N/A

CAD 0.13B
OCIO ClearShares OCIO ETF 4.20 % 0.54 %

+0.11 (+0.00%)

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

+0.04 (+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
XGC:CA Xali Gold Corp 0.00 % 0.74 %

-0.01 (0.00%)

USD 9.11M
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
SPD Simplify US Equity PLUS D.. 0.00 % 0.00 %

N/A

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

+0.10 (+0.00%)

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

+0.09 (+0.00%)

USD 0.08B

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 20.65% 78% C+ 81% B-
Dividend Return 0.69% 35% F 13% F
Total Return 21.33% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 34.71% 79% B- 81% B-
Dividend Return 1.22% 44% F 16% F
Total Return 35.93% 79% B- 79% B-
Trailing 5 Years  
Capital Gain 92.99% 76% C+ 84% B
Dividend Return 8.02% 53% F 26% F
Total Return 101.01% 72% C 83% 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