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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-10-29
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 584.55Change
+0.90 (+0.15)%Market Cap
N/AVolume
3.91MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-10-29
ETF | Large Blend |
Last Closing
USD 584.55Change
+0.90 (+0.15)%Market Cap
N/AVolume
3.91MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+0.38 (+0.13%) |
USD 443.55B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.04 (+0.17%) |
USD 50.00B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.11 (+0.16%) |
USD 48.55B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.11 (+0.10%) |
USD 13.15B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.03 (+0.06%) |
USD 12.68B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.11 (+0.16%) |
USD 9.30B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.37 (-0.52%) |
USD 7.49B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.21 (+0.37%) |
USD 5.10B |
SCHK | Schwab 1000 ETF |
+0.05 (+0.18%) |
USD 3.87B |
SUSA | iShares MSCI USA ESG Select |
+0.23 (+0.19%) |
USD 3.72B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
HEQT | Simplify Exchange Traded .. | 100.63 % | 0.00 % |
+0.02 (+0.00%) |
USD 0.23B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
-0.28 (0.00%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
+0.04 (+0.00%) |
USD 0.18B |
XUS:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.11 % |
+0.17 (+0.00%) |
CAD 7.80B |
XUS-U:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.00 % |
+0.07 (+0.00%) |
CAD 4.54B |
ROMO | 99.92 % | 0.00 % |
N/A |
N/A | |
XSP:CA | iShares Core S&P 500 (CAD.. | 99.90 % | 0.11 % |
+0.10 (+0.00%) |
CAD 11.11B |
SPYT | Tidal Trust II Defiance S.. | 99.78 % | 0.00 % |
+0.04 (+0.00%) |
USD 0.06B |
IVV:AU | iShares Core S&P 500 AUD | 99.66 % | 0.00 % |
+0.04 (+0.00%) |
USD 8.73B |
SPD | Simplify US Equity PLUS D.. | 99.60 % | 0.00 % |
+0.05 (+0.00%) |
USD 0.10B |
1655:TSE | iShares S&P 500 ETF | 99.59 % | 0.00 % |
-3.90 (0.00%) |
USD 80.07B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.47 % | 0.00 % |
-0.17 (0.00%) |
USD 1.92B |
SPYC | Simplify US Equity PLUS C.. | 99.20 % | 0.00 % |
+0.07 (+0.00%) |
USD 0.08B |
IVVB | 99.03 % | 0.00 % |
N/A |
N/A | |
MAXJ | 99.02 % | 0.00 % |
N/A |
N/A | |
SHDG | 98.92 % | 0.00 % |
N/A |
N/A | |
IVVM | 98.88 % | 0.00 % |
N/A |
N/A | |
SPUC | Simplify US Equity PLUS U.. | 98.21 % | 0.00 % |
+0.09 (+0.00%) |
USD 7.51M |
SPBC | Simplify U.S. Equity PLUS.. | 77.50 % | 0.00 % |
+0.23 (+0.00%) |
USD 0.03B |
1657:TSE | iShares Core MSCI Kokusai.. | 75.60 % | 0.00 % |
-20.00 (0.00%) |
USD 23.57B |
RSST | 74.61 % | 0.00 % |
N/A |
N/A | |
RSSY | 73.89 % | 0.00 % |
N/A |
N/A | |
XWD:CA | iShares MSCI World Index .. | 71.58 % | 0.47 % |
+0.19 (+0.00%) |
CAD 1.09B |
XAW:CA | iShares Core MSCI All Cou.. | 53.76 % | 0.22 % |
+0.01 (+0.00%) |
CAD 2.75B |
XAW-U:CA | iShares Core MSCI All Cou.. | 53.76 % | 0.00 % |
N/A |
N/A |
XUU:CA | iShares Core S&P US Total.. | 47.26 % | 0.07 % |
+0.27 (+0.00%) |
CAD 3.20B |
XUU-U:CA | iShares Core S&P U.S. Tot.. | 47.26 % | 0.00 % |
+0.01 (+0.00%) |
N/A |
AOA | iShares Core Aggressive A.. | 46.10 % | 0.18 % |
-0.08 (0.00%) |
USD 2.08B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
AOR | iShares Core Growth Alloc.. | 35.73 % | 0.18 % |
+0.01 (+0.00%) |
USD 2.18B |
SPQ | Simplify Exchange Traded .. | 28.71 % | 0.00 % |
-0.03 (0.00%) |
USD 3.13M |
MAPP | Harbor ETF Trust | 26.83 % | 0.00 % |
+0.04 (+0.00%) |
USD 4.74M |
AOM | iShares Core Moderate All.. | 24.15 % | 0.18 % |
+0.05 (+0.00%) |
USD 1.43B |
ESPX:CA | Evolve S&P 500® Enhanced.. | 22.33 % | 0.00 % |
+0.03 (+0.00%) |
CAD 0.08B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 22.33 % | 0.00 % |
N/A |
N/A |
AOK | iShares Core Conservative.. | 18.24 % | 0.18 % |
+0.01 (+0.00%) |
USD 0.60B |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
+0.14 (+0.00%) |
N/A |
FDCE | 13.60 % | 0.00 % |
N/A |
N/A | |
PFAA:CA | Picton Mahoney Fortified .. | 10.18 % | 0.00 % |
-0.01 (0.00%) |
CAD 0.13B |
OCIO | ClearShares OCIO ETF | 4.27 % | 0.54 % |
+0.06 (+0.00%) |
USD 0.15B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
N/A |
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 |
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 | 22.39% | 79% | B- | 80% | B- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 22.39% | 79% | B- | 80% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 39.20% | 79% | B- | 78% | C+ | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 39.20% | 79% | B- | 79% | B- | ||
Trailing 5 Years | |||||||
Capital Gain | 91.67% | 82% | B | 82% | B | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 91.67% | 82% | B | 83% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.72% | 81% | B- | 76% | C+ | ||
Dividend Return | 16.06% | 79% | B- | 75% | C | ||
Total Return | 1.34% | 65% | D | 32% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 18.25% | 64% | D | 58% | F | ||
Risk Adjusted Return | 87.97% | 79% | B- | 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.
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.
There is nothing we particularly dislike