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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-10-01
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 571.37Change
-5.45 (-0.94)%Market Cap
N/AVolume
5.48MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-10-01
ETF | Large Blend |
Last Closing
USD 571.37Change
-5.45 (-0.94)%Market Cap
N/AVolume
5.48MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-2.58 (-0.91%) |
USD 439.91B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.63 (-0.93%) |
USD 46.15B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.62 (-0.91%) |
USD 45.97B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-1.02 (-0.90%) |
USD 12.90B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.43 (-0.87%) |
USD 11.77B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.61 (-0.87%) |
USD 9.16B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.05 (+0.07%) |
USD 7.54B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.35 (-0.62%) |
USD 5.08B |
SCHK | Schwab 1000 ETF |
-0.57 (-1.03%) |
USD 3.80B |
SUSA | iShares MSCI USA ESG Select |
-1.28 (-1.06%) |
USD 3.71B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
HEQT | Simplify Exchange Traded .. | 100.31 % | 0.00 % |
-0.12 (0.00%) |
USD 0.22B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
+0.36 (+0.00%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
-0.17 (0.00%) |
USD 0.18B |
IVV:AU | iShares Core S&P 500 AUD | 99.98 % | 0.00 % |
+0.22 (+0.00%) |
USD 8.26B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.95 % | 0.00 % |
+0.19 (+0.00%) |
USD 1.82B |
XUS:CA | iShares Core S&P 500 Inde.. | 99.95 % | 0.11 % |
-0.56 (0.00%) |
CAD 7.36B |
1655:TSE | iShares S&P 500 ETF | 99.94 % | 0.00 % |
+13.00 (+0.00%) |
USD 80.07B |
SPYT | Tidal Trust II Defiance S.. | 99.92 % | 0.00 % |
-0.18 (0.00%) |
USD 7.63M |
XUS-U:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.00 % |
-0.29 (0.00%) |
CAD 4.54B |
ROMO | 99.92 % | 0.00 % |
N/A |
N/A | |
SPD | Simplify US Equity PLUS D.. | 99.39 % | 0.00 % |
-0.29 (0.00%) |
USD 0.10B |
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 % |
-0.34 (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 % |
-0.49 (0.00%) |
USD 6.27M |
SPBC | Simplify U.S. Equity PLUS.. | 77.50 % | 0.00 % |
-0.40 (0.00%) |
USD 0.03B |
1657:TSE | iShares Core MSCI Kokusai.. | 75.77 % | 0.00 % |
+80.00 (+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 % |
-0.34 (0.00%) |
CAD 2.66B |
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 % |
-0.71 (0.00%) |
CAD 3.07B |
XUU-U:CA | iShares Core S&P U.S. Tot.. | 47.51 % | 0.00 % |
-0.22 (0.00%) |
N/A |
AOA | iShares Core Aggressive A.. | 46.22 % | 0.18 % |
-0.42 (0.00%) |
USD 2.08B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
AOR | iShares Core Growth Alloc.. | 34.99 % | 0.18 % |
-0.12 (0.00%) |
USD 2.18B |
MAPP | Harbor ETF Trust | 30.80 % | 0.00 % |
-0.06 (0.00%) |
USD 3.80M |
SPQ | Simplify Exchange Traded .. | 29.42 % | 0.00 % |
-0.28 (0.00%) |
USD 3.64M |
AOM | iShares Core Moderate All.. | 23.52 % | 0.18 % |
-0.07 (0.00%) |
USD 1.43B |
ESPX:CA | Evolve S&P 500® Enhanced.. | 21.31 % | 0.00 % |
-0.02 (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 % |
-0.02 (0.00%) |
USD 0.61B |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.17 (0.00%) |
N/A |
FDCE | 13.60 % | 0.00 % |
N/A |
N/A | |
PFAA:CA | Picton Mahoney Fortified .. | 9.76 % | 0.00 % |
-0.04 (0.00%) |
CAD 0.13B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.12 (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 % |
-0.51 (0.00%) |
CAD 10.90B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
-0.78 (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 % |
-0.22 (0.00%) |
USD 0.15B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
+0.34 (+0.00%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A |
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 | 19.63% | 68% | D+ | 80% | B- | ||
Dividend Return | 1.15% | 79% | B- | 22% | F | ||
Total Return | 20.78% | 75% | C | 78% | C+ | ||
Trailing 12 Months | |||||||
Capital Gain | 34.90% | 73% | C | 79% | B- | ||
Dividend Return | 1.76% | 75% | C | 24% | F | ||
Total Return | 36.65% | 74% | C | 77% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 95.65% | 70% | C- | 83% | B | ||
Dividend Return | 8.97% | 67% | D+ | 29% | F | ||
Total Return | 104.61% | 71% | C- | 83% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.34% | N/A | N/A | 77% | C+ | ||
Dividend Return | 15.69% | N/A | N/A | 75% | C | ||
Total Return | 1.35% | N/A | N/A | 32% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 18.04% | N/A | N/A | 57% | F | ||
Risk Adjusted Return | 86.99% | N/A | N/A | 93% | 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.
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