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

ETF | Large Blend |

Last Closing

USD 582.67

Change

-1.88 (-0.32)%

Market Cap

N/A

Volume

3.83M

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: 2024-10-30 )

Largest Industry Peers for Large Blend

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

-0.71 (-0.25%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

-0.06 (-0.26%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

-0.22 (-0.32%)

USD 48.55B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.25 (-0.22%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

-0.08 (-0.16%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.21 (-0.30%)

USD 9.30B
SPLV Invesco S&P 500® Low Volatili..

+0.13 (+0.18%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

-0.17 (-0.30%)

USD 5.10B
SCHK Schwab 1000 ETF

-0.08 (-0.29%)

USD 3.87B
SUSA iShares MSCI USA ESG Select

-0.55 (-0.46%)

USD 3.72B

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.63 % 0.00 %

-0.03 (2.41%)

USD 0.23B
GGUS:AU BetaShares Geared US Equi.. 100.00 % 0.00 %

+0.30 (+2.41%)

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

+0.21 (+2.41%)

USD 0.18B
XUS:CA iShares Core S&P 500 Inde.. 99.92 % 0.11 %

-0.21 (2.41%)

CAD 7.80B
XUS-U:CA iShares Core S&P 500 Inde.. 99.92 % 0.00 %

-0.02 (2.41%)

CAD 4.54B
ROMO 99.92 % 0.00 %

N/A

N/A
XSP:CA iShares Core S&P 500 (CAD.. 99.90 % 0.11 %

-0.17 (2.41%)

CAD 11.11B
SPYT Tidal Trust II Defiance S.. 99.78 % 0.00 %

-0.07 (2.41%)

USD 0.06B
IVV:AU iShares Core S&P 500 AUD 99.66 % 0.00 %

+0.42 (+2.41%)

USD 8.73B
SPD Simplify US Equity PLUS D.. 99.60 % 0.00 %

-0.10 (2.41%)

USD 0.10B
1655:TSE iShares S&P 500 ETF 99.59 % 0.00 %

+3.40 (+2.41%)

USD 80.07B
IHVV:AU iShares S&P 500 AUD Hedge.. 99.47 % 0.00 %

+0.21 (+2.41%)

USD 1.92B
SPYC Simplify US Equity PLUS C.. 99.20 % 0.00 %

-0.14 (2.41%)

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 %

-0.19 (2.41%)

USD 7.51M
SPBC Simplify U.S. Equity PLUS.. 77.50 % 0.00 %

-0.16 (2.41%)

USD 0.03B
1657:TSE iShares Core MSCI Kokusai.. 75.60 % 0.00 %

N/A

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 %

-0.52 (2.41%)

CAD 1.09B
XAW:CA iShares Core MSCI All Cou.. 53.76 % 0.22 %

-0.23 (2.41%)

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 %

-0.34 (2.41%)

CAD 3.20B
XUU-U:CA iShares Core S&P U.S. Tot.. 47.26 % 0.00 %

+0.03 (+2.41%)

N/A
AOA iShares Core Aggressive A.. 46.10 % 0.18 %

-0.22 (2.41%)

USD 2.08B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 35.73 % 0.18 %

-0.17 (2.41%)

USD 2.18B
SPQ Simplify Exchange Traded .. 28.71 % 0.00 %

-0.12 (2.41%)

USD 3.11M
MAPP Harbor ETF Trust 26.83 % 0.00 %

-0.04 (2.41%)

USD 4.70M
AOM iShares Core Moderate All.. 24.15 % 0.18 %

-0.11 (2.41%)

USD 1.43B
ESPX:CA Evolve S&P 500® Enhanced.. 22.33 % 0.00 %

-0.05 (2.41%)

CAD 0.08B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 22.33 % 0.00 %

+0.63 (+2.41%)

N/A
AOK iShares Core Conservative.. 18.24 % 0.18 %

-0.07 (2.41%)

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

-0.08 (2.41%)

N/A
FDCE 13.60 % 0.00 %

N/A

N/A
PFAA:CA Picton Mahoney Fortified .. 10.18 % 0.00 %

+0.04 (+2.41%)

CAD 0.13B
OCIO ClearShares OCIO ETF 4.27 % 0.54 %

-0.15 (2.41%)

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

+0.07 (+2.41%)

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
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 %

+0.11 (+2.41%)

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 21.99% 79% B- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.99% 79% B- 80% B-
Trailing 12 Months  
Capital Gain 37.25% 75% C 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.25% 75% C 78% C+
Trailing 5 Years  
Capital Gain 89.21% 81% B- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 89.21% 81% 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

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