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

ETF | Large Blend |

Last Closing

USD 588.66

Change

0.00 (0.00)%

Market Cap

N/A

Volume

5.43M

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: 2024-11-16 )

Largest Industry Peers for Large Blend

ETFs Containing IVV

HEQT Simplify Exchange Traded .. 100.63 % 0.00 %

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

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

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

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CAD 8.06B
ROMO 99.92 % 0.00 %

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

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

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USD 9.99B
IHVV:AU iShares S&P 500 AUD Hedge.. 99.47 % 0.00 %

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USD 1.99B
IVVB 99.03 % 0.00 %

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IVVM 98.88 % 0.00 %

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SHDG 98.76 % 0.00 %

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SPYT Tidal Trust II Defiance S.. 98.53 % 0.00 %

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USD 0.07B
MAXJ 98.38 % 0.00 %

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SMAX 98.15 % 0.00 %

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SPBC Simplify U.S. Equity PLUS.. 76.78 % 0.00 %

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USD 0.03B
RSST 73.42 % 0.00 %

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RSSY 72.10 % 0.00 %

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XWD:CA iShares MSCI World Index .. 71.58 % 0.47 %

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

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CAD 2.84B
NSPL 38.36 % 0.00 %

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MAPP Harbor ETF Trust 29.16 % 0.00 %

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USD 4.70M
SPQ Simplify Exchange Traded .. 28.34 % 0.00 %

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USD 3.11M
ESPX:CA Evolve S&P 500® Enhanced.. 22.33 % 0.00 %

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

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MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

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FDCE 13.60 % 0.00 %

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PFAA:CA Picton Mahoney Fortified .. 10.18 % 0.00 %

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CAD 0.13B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

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USD 2.10B
AOK iShares Core Conservative.. 0.00 % 0.18 %

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USD 0.61B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

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USD 1.43B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

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USD 2.19B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

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USD 0.05B
PPLC 0.00 % 0.04 %

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SUSA:CA 0.00 % 0.74 %

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SPXH 0.00 % 0.65 %

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TRSK 0.00 % 0.65 %

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XGC:CA Xali Gold Corp 0.00 % 0.74 %

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USD 9.11M
QGL:CA 0.00 % 0.80 %

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QMA:CA 0.00 % 0.80 %

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OCIO ClearShares OCIO ETF 0.00 % 0.54 %

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USD 0.14B
1655:TSE iShares S&P 500 ETF 0.00 % 0.00 %

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USD 80.07B
1657:TSE iShares Core MSCI Kokusai.. 0.00 % 0.00 %

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USD 23.57B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

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DYHG 0.00 % 0.00 %

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SPD Simplify US Equity PLUS D.. 0.00 % 0.00 %

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USD 0.10B
SPUC Simplify US Equity PLUS U.. 0.00 % 0.00 %

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USD 8.28M
SPYC Simplify US Equity PLUS C.. 0.00 % 0.00 %

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USD 0.08B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

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

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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 23.25% 68% D+ 80% B-
Dividend Return 1.15% 74% C 21% F
Total Return 24.40% 72% C 79% B-
Trailing 12 Months  
Capital Gain 30.01% 63% D 78% C+
Dividend Return 1.64% 69% C- 23% F
Total Return 31.65% 64% D 76% C+
Trailing 5 Years  
Capital Gain 87.62% 69% C- 82% B
Dividend Return 10.35% 74% C 31% F
Total Return 97.97% 71% C- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 15.03% 81% B- 75% C
Dividend Return 16.36% 82% B 74% C
Total Return 1.33% 68% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.39% 64% D 59% D-
Risk Adjusted Return 88.97% 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