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

ETF | Large Blend | NYSE Arca

Last Closing

USD 601.13

Change

0.00 (0.00)%

Market Cap

USD 85.28B

Volume

5.49M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P 500? (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 15/05/2000

Primary Benchmark: S&P 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.07%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-09 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

-1.17 (-0.39%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.07 (-0.30%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

-0.20 (-0.28%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

-0.32 (-0.27%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

-0.04 (-0.08%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

-0.24 (-0.33%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

-0.22 (-0.30%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

-0.23 (-0.39%)

USD 5.05B
SCHK Schwab 1000 ETF 0.05 %

-0.10 (-0.34%)

USD 3.82B
SUSA iShares MSCI USA ESG Select 0.25 %

-0.66 (-0.53%)

USD 3.66B

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.63 % 0.00 %

-0.01 (0%)

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

-0.23 (0%)

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

+0.16 (+0%)

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

-0.07 (0%)

CAD 8.06B
ROMO 99.92 % 0.00 %

N/A

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

-0.12 (0%)

CAD 11.50B
IVV:AU iShares Core S&P 500 AUD 99.66 % 0.00 %

+0.26 (+0%)

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

-0.18 (0%)

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

-0.20 (0%)

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

-0.08 (0%)

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

-0.16 (0%)

USD 0.08B
IVVB 99.03 % 0.00 %

N/A

N/A
IVVM 98.88 % 0.00 %

N/A

N/A
SHDG 98.76 % 0.00 %

N/A

N/A
SPYT Tidal Trust II Defiance S.. 98.53 % 0.00 %

-0.04 (0%)

USD 0.07B
MAXJ 98.38 % 0.00 %

N/A

N/A
SPUC Simplify US Equity PLUS U.. 98.21 % 0.00 %

-0.27 (0%)

USD 8.28M
SMAX 98.15 % 0.00 %

N/A

N/A
SPBC Simplify U.S. Equity PLUS.. 76.78 % 0.00 %

-0.07 (0%)

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

-20.00 (0%)

USD 23.57B
RSST 73.42 % 0.00 %

N/A

N/A
RSSY 72.10 % 0.00 %

N/A

N/A
XWD:CA iShares MSCI World Index .. 71.58 % 0.47 %

-0.35 (0%)

CAD 1.12B
XAW:CA iShares Core MSCI All Cou.. 53.76 % 0.22 %

-0.34 (0%)

CAD 2.84B
AOA iShares Core Aggressive A.. 45.09 % 0.18 %

-0.59 (0%)

USD 2.10B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 33.82 % 0.18 %

-0.38 (0%)

USD 2.19B
SPQ Simplify Exchange Traded .. 28.71 % 0.00 %

-0.19 (0%)

USD 3.11M
MAPP Harbor ETF Trust 26.83 % 0.00 %

-0.17 (0%)

USD 4.70M
AOM iShares Core Moderate All.. 22.55 % 0.18 %

-0.32 (0%)

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

-0.09 (0%)

CAD 0.09B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 22.33 % 0.00 %

N/A

N/A
AOK iShares Core Conservative.. 16.94 % 0.18 %

-0.23 (0%)

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

-0.14 (0%)

N/A
FDCE 13.60 % 0.00 %

N/A

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

+0.05 (+0%)

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

+0.02 (+0%)

USD 0.05B
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%)

USD 9.11M
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 %

-0.15 (0%)

USD 0.14B
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 %

N/A

N/A
XUS-U:CA iShares Core S&P 500 Inde.. 0.00 % 0.00 %

-0.15 (0%)

CAD 4.54B

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.86% 78% C+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.86% 78% C+ 79% B-
Trailing 12 Months  
Capital Gain 35.80% 76% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.80% 76% C+ 76% C+
Trailing 5 Years  
Capital Gain 93.81% 81% B- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 93.81% 81% B- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 14.94% 81% B- 76% C+
Dividend Return 16.27% 81% B- 75% C
Total Return 1.33% 68% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 18.35% 64% D 59% D-
Risk Adjusted Return 88.68% 81% B- 93% A
Market Capitalization 85.28B 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