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Values as of: 2025-01-08
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 592.19Change
+0.62 (+0.10)%Market Cap
N/AVolume
5.30MAnalyst Target
N/AN/A
Verdict
Values as of: 2025-01-08
ETF | Large Blend |
Last Closing
USD 592.19Change
+0.62 (+0.10)%Market Cap
N/AVolume
5.30MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+0.27 (+0.09%) |
USD 456.91B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.06 (+0.09%) |
USD 54.47B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.05 (+0.21%) |
USD 51.93B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.08 (+0.16%) |
USD 14.33B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.24 (+0.21%) |
USD 13.32B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.10 (+0.14%) |
USD 9.84B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.40 (+0.58%) |
USD 7.27B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.13 (+0.23%) |
USD 5.38B |
SCHK | Schwab 1000 ETF |
+0.04 (+0.14%) |
USD 4.10B |
SUSA | iShares MSCI USA ESG Select |
+0.26 (+0.21%) |
USD 3.87B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
MAXJ | iShares Large Cap Max Buf.. | 142,507,965.91 % | 0.00 % |
N/A |
USD 0.14B |
SMAX | Hamilton U.S. Equity Yiel.. | 101.05 % | 0.00 % |
N/A |
USD 0.13B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
-0.90 (0.00%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
-0.07 (0.00%) |
USD 0.18B |
IVV:AU | iShares Core S&P 500 AUD | 99.97 % | 0.00 % |
-0.19 (0.00%) |
USD 11.11B |
SPYT | Tidal Trust II Defiance S.. | 99.92 % | 0.00 % |
-0.03 (0.00%) |
USD 0.09B |
XUS-U:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.00 % |
+0.06 (+0.00%) |
CAD 4.54B |
SPD | Simplify US Equity PLUS D.. | 99.60 % | 0.00 % |
-0.02 (0.00%) |
USD 0.14B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.59 % | 0.00 % |
-0.44 (0.00%) |
USD 2.12B |
HEQT | Simplify Exchange Traded .. | 99.54 % | 0.00 % |
+0.02 (+0.00%) |
USD 0.28B |
SHDG | Soundwatch Hedged Equity .. | 99.41 % | 0.00 % |
+0.07 (+0.00%) |
USD 0.15B |
IVVB | Blackrock ETF Trust II - .. | 99.03 % | 0.00 % |
N/A |
N/A |
ROMO | Strategy Shares Newfound/.. | 99.01 % | 0.00 % |
+0.07 (+0.00%) |
USD 0.04B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
+0.04 (+0.00%) |
N/A |
SPYC | Simplify US Equity PLUS C.. | 97.69 % | 0.00 % |
+0.05 (+0.00%) |
USD 0.08B |
SPUC | Simplify US Equity PLUS U.. | 96.66 % | 0.00 % |
+0.04 (+0.00%) |
USD 0.02B |
SPBC | Simplify U.S. Equity PLUS.. | 77.22 % | 0.00 % |
-0.04 (0.00%) |
USD 0.04B |
RSST | Return Stacked U.S. Stock.. | 73.00 % | 0.00 % |
+0.23 (+0.00%) |
USD 0.27B |
RSSY | Tidal Trust II Return Sta.. | 72.66 % | 0.00 % |
-0.28 (0.00%) |
USD 0.15B |
XAW-U:CA | iShares Core MSCI All Cou.. | 55.56 % | 0.00 % |
-0.24 (0.00%) |
N/A |
XUU-U:CA | iShares Core S&P U.S. Tot.. | 46.85 % | 0.00 % |
-0.08 (0.00%) |
N/A |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
MAPP | Harbor ETF Trust | 32.71 % | 0.00 % |
N/A |
USD 4.54M |
SPQ | Simplify Exchange Traded .. | 29.03 % | 0.00 % |
-0.05 (0.00%) |
USD 2.70M |
SSUS | Day Hagan/Ned Davis Resea.. | 25.47 % | 0.00 % |
+0.02 (+0.00%) |
USD 0.61B |
ESPX:CA | Evolve S&P 500® Enhanced.. | 25.19 % | 0.00 % |
+0.08 (+0.00%) |
CAD 0.09B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 25.19 % | 0.00 % |
N/A |
N/A |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.03 (0.00%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
+0.01 (+0.00%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 12.63 % | 0.00 % |
+0.05 (+0.00%) |
CAD 0.17B |
MVFG | Northern Lights Fund Trus.. | 4.27 % | 0.00 % |
+0.01 (+0.00%) |
USD 0.06B |
AOA | iShares Core Aggressive A.. | 0.00 % | 0.18 % |
-0.05 (0.00%) |
USD 2.15B |
AOK | iShares Core Conservative.. | 0.00 % | 0.18 % |
+0.04 (+0.00%) |
USD 0.71B |
AOM | iShares Core Moderate All.. | 0.00 % | 0.18 % |
+0.06 (+0.00%) |
USD 1.49B |
AOR | iShares Core Growth Alloc.. | 0.00 % | 0.18 % |
+0.11 (+0.00%) |
USD 2.36B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
+0.09 (+0.00%) |
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 % |
+0.03 (+0.00%) |
CAD 2.88B |
XGC:CA | Xali Gold Corp | 0.00 % | 0.74 % |
-0.01 (0.00%) |
USD 9.11M |
XSP:CA | iShares Core S&P 500 (CAD.. | 0.00 % | 0.11 % |
+0.08 (+0.00%) |
CAD 11.36B |
XUS:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.11 % |
+0.16 (+0.00%) |
CAD 8.43B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
+0.28 (+0.00%) |
CAD 1.14B |
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 % |
-0.02 (0.00%) |
USD 0.15B |
1655:TSE | iShares S&P 500 ETF | 0.00 % | 0.00 % |
-2.30 (0.00%) |
USD 80.07B |
1657:TSE | iShares Core MSCI Kokusai.. | 0.00 % | 0.00 % |
-30.00 (0.00%) |
USD 23.57B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
+0.11 (+0.00%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SVOL | Simplify Volatility Premi.. | 0.00 % | 0.00 % |
+0.07 (+0.00%) |
USD 1.22B |
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 | 0.60% | 45% | F | 59% | D- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 0.60% | 45% | F | 59% | D- | ||
Trailing 12 Months | |||||||
Capital Gain | 23.68% | 75% | C | 81% | B- | ||
Dividend Return | 1.60% | 88% | B+ | 26% | F | ||
Total Return | 25.28% | 83% | B | 81% | B- | ||
Trailing 5 Years | |||||||
Capital Gain | 81.03% | 74% | C | 84% | B | ||
Dividend Return | 9.96% | 76% | C+ | 31% | F | ||
Total Return | 90.99% | 76% | C+ | 84% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.48% | 83% | B | 76% | C+ | ||
Dividend Return | 16.83% | 85% | B | 74% | C | ||
Total Return | 1.35% | 68% | D+ | 33% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 18.57% | 63% | D | 58% | F | ||
Risk Adjusted Return | 90.63% | 81% | B- | 92% | 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.
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.
There is nothing we particularly dislike