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

ETF | Large Blend |

Last Closing

USD 600.2

Change

+0.45 (+0.08)%

Market Cap

N/A

Volume

3.59M

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: 2024-11-13 )

Largest Industry Peers for Large Blend

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

-0.14 (-0.05%)

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

+0.01 (+0.04%)

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

+0.03 (+0.04%)

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

+0.03 (+0.03%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.02 (+0.04%)

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

-0.03 (-0.04%)

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

+0.12 (+0.16%)

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

-0.02 (-0.03%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.01 (-0.03%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.11 (+0.09%)

USD 3.66B

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.63 % 0.00 %

+0.03 (+0%)

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

-0.33 (0%)

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

-0.06 (0%)

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

+0.23 (+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 %

+0.03 (+0%)

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

-0.04 (0%)

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

+0.11 (+0%)

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

+2.60 (+0%)

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

-0.18 (0%)

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

+0.08 (+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 %

+0.02 (+0%)

USD 0.07B
MAXJ 98.38 % 0.00 %

N/A

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

-0.12 (0%)

USD 8.28M
SMAX 98.15 % 0.00 %

N/A

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

-0.16 (0%)

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

-10.00 (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 %

+0.15 (+0%)

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

+0.14 (+0%)

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

-0.12 (0%)

USD 2.10B
NSPL 38.36 % 0.00 %

N/A

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

-0.07 (0%)

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

+0.10 (+0%)

USD 3.11M
MAPP Harbor ETF Trust 26.83 % 0.00 %

-0.07 (0%)

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

-0.03 (0%)

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

+0.11 (+0%)

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

+0.09 (+0%)

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

-0.02 (0%)

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

+0.02 (+0%)

N/A
FDCE 13.60 % 0.00 %

N/A

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

-0.01 (0%)

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

-0.05 (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 %

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
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

-0.05 (0%)

USD 0.14B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.08 (+0%)

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 %

+0.11 (+0%)

CAD 4.54B

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 25.66% 68% D+ 81% B-
Dividend Return 1.15% 74% C 21% F
Total Return 26.82% 69% C- 80% B-
Trailing 12 Months  
Capital Gain 32.86% 63% D 78% C+
Dividend Return 1.65% 69% C- 23% F
Total Return 34.51% 64% D 77% C+
Trailing 5 Years  
Capital Gain 91.38% 69% C- 83% B
Dividend Return 10.36% 75% C 31% F
Total Return 101.74% 71% C- 83% 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 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:

There is nothing we particularly dislike