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

ETF | Large Blend |

Last Closing

USD 575.11

Change

+2.45 (+0.43)%

Market Cap

N/A

Volume

8.92M

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: 2024-09-26 )

Largest Industry Peers for Large Blend

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

+1.26 (+0.45%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.42%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

+0.27 (+0.40%)

USD 45.56B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

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

+0.35 (+0.50%)

USD 9.14B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

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

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.31 % 0.00 %

+0.11 (+0.00%)

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

+0.78 (+0.00%)

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

+0.16 (+0.00%)

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

+0.53 (+0.00%)

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

+0.41 (+0.00%)

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

+0.16 (+0.00%)

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

+10.60 (+0.00%)

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

+0.05 (+0.00%)

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

+0.12 (+0.00%)

CAD 4.54B
ROMO 99.92 % 0.00 %

N/A

N/A
SPD Simplify US Equity PLUS D.. 99.39 % 0.00 %

+0.16 (+0.00%)

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 %

+0.20 (+0.00%)

USD 0.08B
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 %

+0.28 (+0.00%)

USD 6.11M
SPBC Simplify U.S. Equity PLUS.. 77.50 % 0.00 %

+0.21 (+0.00%)

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

+85.00 (+0.00%)

USD 23.57B
RSST 73.29 % 0.00 %

N/A

N/A
RSSY 72.53 % 0.00 %

N/A

N/A
XAW:CA iShares Core MSCI All Cou.. 53.92 % 0.22 %

+0.48 (+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 %

+0.23 (+0.00%)

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

+0.73 (+0.00%)

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

+0.78 (+0.00%)

USD 2.08B
NSPL 38.36 % 0.00 %

N/A

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

+0.39 (+0.00%)

USD 2.18B
MAPP Harbor ETF Trust 30.80 % 0.00 %

+0.20 (+0.00%)

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

+0.14 (+0.00%)

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

+0.26 (+0.00%)

USD 1.43B
ESPX:CA Evolve S&P 500® Enhanced.. 21.31 % 0.00 %

N/A

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 %

+0.14 (+0.00%)

USD 0.61B
MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

+0.09 (+0.00%)

N/A
FDCE 13.60 % 0.00 %

N/A

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

-0.08 (0.00%)

CAD 0.13B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.03 (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 %

N/A

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

+0.26 (+0.00%)

CAD 10.74B
XWD:CA iShares MSCI World Index .. 0.00 % 0.47 %

+0.74 (+0.00%)

CAD 1.04B
QGL:CA 0.00 % 0.80 %

N/A

N/A
QMA:CA 0.00 % 0.80 %

N/A

N/A
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

+0.23 (+0.00%)

USD 0.15B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.06 (+0.00%)

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 20.41% 73% C 81% B-
Dividend Return 1.15% 82% B 26% F
Total Return 21.56% 79% B- 79% B-
Trailing 12 Months  
Capital Gain 33.63% 76% C+ 81% B-
Dividend Return 1.73% 81% B- 27% F
Total Return 35.36% 81% B- 79% B-
Trailing 5 Years  
Capital Gain 93.64% 73% C 84% B
Dividend Return 8.82% 69% C- 30% F
Total Return 102.46% 74% 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