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Values as of: 2024-11-04
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 572.57Change
-1.15 (-0.20)%Market Cap
N/AVolume
3.49MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-11-04
ETF | Large Blend |
Last Closing
USD 572.57Change
-1.15 (-0.20)%Market Cap
N/AVolume
3.49MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-0.51 (-0.18%) |
USD 443.55B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.05 (-0.22%) |
USD 50.00B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.14 (-0.21%) |
USD 48.51B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.21 (-0.19%) |
USD 13.15B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.02 (+0.04%) |
USD 12.68B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.12 (-0.17%) |
USD 9.18B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.06 (-0.08%) |
USD 7.49B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.04 (+0.07%) |
USD 5.05B |
SCHK | Schwab 1000 ETF |
-0.06 (-0.22%) |
USD 3.82B |
SUSA | iShares MSCI USA ESG Select |
+0.09 (+0.08%) |
USD 3.66B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
HEQT | Simplify Exchange Traded .. | 100.63 % | 0.00 % |
-0.04 (0%) |
USD 0.23B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
+0.40 (+0%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
-0.02 (0%) |
USD 0.18B |
XUS:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.11 % |
-0.29 (0%) |
CAD 7.80B |
ROMO | 99.92 % | 0.00 % |
N/A |
N/A | |
XSP:CA | iShares Core S&P 500 (CAD.. | 99.90 % | 0.11 % |
-0.19 (0%) |
CAD 11.11B |
SPYT | Tidal Trust II Defiance S.. | 99.78 % | 0.00 % |
-0.03 (0%) |
USD 0.06B |
IVV:AU | iShares Core S&P 500 AUD | 99.66 % | 0.00 % |
-0.03 (0%) |
USD 8.73B |
SPD | Simplify US Equity PLUS D.. | 99.60 % | 0.00 % |
+0.02 (+0%) |
USD 0.10B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.47 % | 0.00 % |
+0.25 (+0%) |
USD 1.92B |
SPYC | Simplify US Equity PLUS C.. | 99.20 % | 0.00 % |
-0.13 (0%) |
USD 0.08B |
IVVB | 99.03 % | 0.00 % |
N/A |
N/A | |
MAXJ | 99.02 % | 0.00 % |
N/A |
N/A | |
IVVM | 98.88 % | 0.00 % |
N/A |
N/A | |
SHDG | 98.76 % | 0.00 % |
N/A |
N/A | |
SPUC | Simplify US Equity PLUS U.. | 98.21 % | 0.00 % |
-0.15 (0%) |
USD 8.28M |
SMAX | 98.15 % | 0.00 % |
N/A |
N/A | |
SPBC | Simplify U.S. Equity PLUS.. | 76.78 % | 0.00 % |
-0.19 (0%) |
USD 0.03B |
RSSY | 73.89 % | 0.00 % |
N/A |
N/A | |
RSST | 73.42 % | 0.00 % |
N/A |
N/A | |
XWD:CA | iShares MSCI World Index .. | 71.58 % | 0.47 % |
-0.55 (0%) |
CAD 1.09B |
XAW:CA | iShares Core MSCI All Cou.. | 53.76 % | 0.22 % |
-0.18 (0%) |
CAD 2.75B |
XUU:CA | iShares Core S&P US Total.. | 47.26 % | 0.07 % |
-0.38 (0%) |
CAD 3.20B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
SPQ | Simplify Exchange Traded .. | 28.71 % | 0.00 % |
-0.11 (0%) |
USD 3.11M |
MAPP | Harbor ETF Trust | 26.83 % | 0.00 % |
+0.01 (+0%) |
USD 4.70M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 22.33 % | 0.00 % |
+0.06 (+0%) |
CAD 0.09B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 22.33 % | 0.00 % |
-0.22 (0%) |
N/A |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.13 (0%) |
N/A |
FDCE | 13.60 % | 0.00 % |
N/A |
N/A | |
PFAA:CA | Picton Mahoney Fortified .. | 10.18 % | 0.00 % |
-0.02 (0%) |
CAD 0.13B |
OCIO | ClearShares OCIO ETF | 4.28 % | 0.54 % |
-0.02 (0%) |
USD 0.14B |
AOA | iShares Core Aggressive A.. | 0.00 % | 0.18 % |
-0.01 (0%) |
USD 2.08B |
AOK | iShares Core Conservative.. | 0.00 % | 0.18 % |
-0.02 (0%) |
USD 0.60B |
AOM | iShares Core Moderate All.. | 0.00 % | 0.18 % |
+0.08 (+0%) |
USD 1.43B |
AOR | iShares Core Growth Alloc.. | 0.00 % | 0.18 % |
+0.04 (+0%) |
USD 2.18B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.03 (0%) |
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 | |
1655:TSE | iShares S&P 500 ETF | 0.00 % | 0.00 % |
N/A |
USD 80.07B |
1657:TSE | iShares Core MSCI Kokusai.. | 0.00 % | 0.00 % |
N/A |
USD 23.57B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
N/A |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
-0.42 (0%) |
N/A |
XUS-U:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.00 % |
-0.10 (0%) |
CAD 4.54B |
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 | 19.88% | 78% | C+ | 79% | B- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 19.88% | 78% | C+ | 79% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 30.83% | 78% | C+ | 77% | C+ | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 30.83% | 78% | C+ | 77% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 85.37% | 81% | B- | 82% | B | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 85.37% | 81% | B- | 82% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.84% | 81% | B- | 76% | C+ | ||
Dividend Return | 16.17% | 79% | B- | 75% | C | ||
Total Return | 1.34% | 67% | D+ | 32% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 18.31% | 64% | D | 58% | F | ||
Risk Adjusted Return | 88.35% | 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