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

ETF | Large Blend |

Last Closing

USD 604.36

Change

+6.72 (+1.12)%

Market Cap

N/A

Volume

2.37M

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: 2024-12-24 )

Largest Industry Peers for Large Blend

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

+3.12 (+1.06%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.74 (+1.05%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.26 (+1.10%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.10 (+0.94%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.77 (+1.06%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.54 (+0.77%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.36%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.31 (+1.08%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+1.11 (+0.90%)

USD 3.87B

ETFs Containing IVV

SMAX Hamilton U.S. Equity Yiel.. 101.05 % 0.00 %

+0.07 (+0.28%)

USD 0.13B
SPYT Tidal Trust II Defiance S.. 100.40 % 0.00 %

+0.17 (+0.28%)

USD 0.08B
GGUS:AU BetaShares Geared US Equi.. 100.00 % 0.00 %

+0.11 (+0.28%)

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

+0.13 (+0.28%)

USD 0.18B
IVV:AU iShares Core S&P 500 AUD 99.96 % 0.00 %

+0.41 (+0.28%)

USD 9.99B
XUS:CA iShares Core S&P 500 Inde.. 99.94 % 0.11 %

+0.62 (+0.28%)

CAD 8.43B
1655:TSE iShares S&P 500 ETF 99.91 % 0.00 %

+2.30 (+0.28%)

USD 80.07B
XSP:CA iShares Core S&P 500 (CAD.. 99.90 % 0.11 %

+0.65 (+0.28%)

CAD 11.36B
SPUC Simplify US Equity PLUS U.. 99.79 % 0.00 %

+0.95 (+0.28%)

USD 0.02B
SPYC Simplify US Equity PLUS C.. 99.61 % 0.00 %

+0.69 (+0.28%)

USD 0.08B
IHVV:AU iShares S&P 500 AUD Hedge.. 99.59 % 0.00 %

+0.08 (+0.28%)

USD 2.06B
HEQT Simplify Exchange Traded .. 99.54 % 0.00 %

+0.21 (+0.28%)

USD 0.28B
SPD Simplify US Equity PLUS D.. 99.31 % 0.00 %

+0.43 (+0.28%)

USD 0.14B
IVVB Blackrock ETF Trust II - .. 99.03 % 0.00 %

+0.28 (+0.28%)

N/A
ROMO Strategy Shares Newfound/.. 99.01 % 0.00 %

+0.31 (+0.28%)

USD 0.04B
IVVM BlackRock ETF Trust II - .. 98.88 % 0.00 %

+0.26 (+0.28%)

N/A
SHDG Soundwatch Hedged Equity .. 98.76 % 0.00 %

+0.26 (+0.28%)

USD 0.15B
MAXJ iShares Large Cap Max Buf.. 98.38 % 0.00 %

+0.06 (+0.28%)

USD 0.15B
1657:TSE iShares Core MSCI Kokusai.. 77.51 % 0.00 %

+30.00 (+0.28%)

USD 23.57B
SPBC Simplify U.S. Equity PLUS.. 77.22 % 0.00 %

+0.70 (+0.28%)

USD 0.04B
XWD:CA iShares MSCI World Index .. 73.51 % 0.47 %

+0.78 (+0.28%)

CAD 1.14B
RSST Return Stacked U.S. Stock.. 73.00 % 0.00 %

+0.48 (+0.28%)

USD 0.27B
RSSY Tidal Trust II Return Sta.. 71.92 % 0.00 %

+0.24 (+0.28%)

USD 0.16B
AOA iShares Core Aggressive A.. 46.09 % 0.18 %

+0.67 (+0.28%)

USD 2.15B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 34.55 % 0.18 %

+0.32 (+0.28%)

USD 2.36B
MAPP Harbor ETF Trust 32.68 % 0.00 %

+0.16 (+0.28%)

USD 4.82M
SPQ Simplify Exchange Traded .. 28.34 % 0.00 %

+0.38 (+0.28%)

USD 3.28M
ESPX:CA Evolve S&P 500® Enhanced.. 23.27 % 0.00 %

+0.49 (+0.28%)

CAD 0.09B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 23.27 % 0.00 %

N/A

N/A
AOM iShares Core Moderate All.. 23.09 % 0.18 %

+0.25 (+0.28%)

USD 1.49B
SVOL Simplify Volatility Premi.. 19.53 % 0.00 %

+0.31 (+0.28%)

USD 1.22B
AOK iShares Core Conservative.. 17.33 % 0.18 %

+0.14 (+0.28%)

USD 0.71B
MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

+0.29 (+0.28%)

N/A
FDCE Foundations Dynamic Core .. 13.60 % 0.00 %

+0.07 (+0.28%)

N/A
PFAA:CA Picton Mahoney Fortified .. 11.70 % 0.00 %

-0.01 (0.28%)

CAD 0.16B
MVFG Northern Lights Fund Trus.. 4.27 % 0.00 %

+0.16 (+0.28%)

USD 0.06B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.01 (0.28%)

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
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

+0.38 (+0.28%)

CAD 2.88B
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 %

+0.29 (+0.28%)

USD 0.15B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.44 (0.28%)

N/A
DYHG 0.00 % 0.00 %

N/A

N/A
SSUS Day Hagan/Ned Davis Resea.. 0.00 % 0.00 %

+0.40 (+0.28%)

USD 0.64B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

+0.21 (+0.28%)

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

+0.45 (+0.28%)

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 26.53% 76% C+ 83% B
Dividend Return 1.60% 89% A- 27% F
Total Return 28.13% 85% B 83% B
Trailing 12 Months  
Capital Gain 26.47% 81% B- 84% B
Dividend Return 1.60% 87% B+ 27% F
Total Return 28.07% 85% B 84% B
Trailing 5 Years  
Capital Gain 86.35% 76% C+ 85% B
Dividend Return 10.04% 76% C+ 31% F
Total Return 96.39% 75% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.37% 82% B 76% C+
Dividend Return 16.72% 85% B 74% C
Total Return 1.35% 68% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.54% 63% D 59% D-
Risk Adjusted Return 90.19% 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