IVV:AU:AU-iShares Core S&P 500 AUD (AUD)

ETF | Others |

Last Closing

USD 63.88

Change

+1.06 (+1.69)%

Market Cap

USD 11.11B

Volume

0.33M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+1.36 (+1.34%)

USD 17.69B
VGS:AU Vanguard MSCI International Sh..

+2.06 (+1.48%)

USD 10.01B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.70 (+1.21%)

USD 7.21B
IOZ:AU Ishares Core S&P/Asx 200

+0.46 (+1.39%)

USD 6.40B
STW:AU SPDR® S&P/ASX 200 Fund

+0.95 (+1.29%)

USD 5.69B
VTS:AU Vanguard US Total Market Share..

+7.51 (+1.61%)

USD 5.38B
NDQ:AU Betashares Nasdaq 100

+0.97 (+1.94%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.91 (+2.17%)

USD 4.86B
A200:AU BetaShares Australia 200

+1.85 (+1.36%)

USD 4.72B
VHY:AU Vanguard Australian Shares Hig..

+0.90 (+1.21%)

USD 4.38B

ETFs Containing IVV:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.01% 69% C- 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.01% 59% D- 55% F
Trailing 12 Months  
Capital Gain 32.75% 91% A- 82% B
Dividend Return 0.95% 10% F 7% C-
Total Return 33.70% 89% A- 81% B-
Trailing 5 Years  
Capital Gain 98.80% 98% N/A 87% B+
Dividend Return 7.38% 10% F 16% F
Total Return 106.18% 97% N/A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain -8.77% 4% F 25% F
Dividend Return -8.05% 4% F 25% F
Total Return 0.72% 28% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 50.09% 2% F 41% F
Risk Adjusted Return -16.07% 13% F 28% F
Market Capitalization 11.11B 99% N/A 96% N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.