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

ETF | Others |

Last Closing

USD 64.76

Change

+0.72 (+1.12)%

Market Cap

USD 11.24B

Volume

0.26M

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: 2025-01-29 )

Largest Industry Peers for Others

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

+0.52 (+0.50%)

USD 17.87B
VGS:AU Vanguard MSCI International Sh..

+1.40 (+0.99%)

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

+0.52 (+0.87%)

USD 7.10B
IOZ:AU Ishares Core S&P/Asx 200

+0.19 (+0.56%)

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

+0.44 (+0.58%)

USD 5.57B
VTS:AU Vanguard US Total Market Share..

+5.46 (+1.15%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

+0.81 (+1.61%)

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

+0.65 (+1.52%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.88 (+0.63%)

USD 4.72B
IOO:AU iSharesGlobal 100

+2.50 (+1.55%)

USD 4.40B

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 2.40% 59% D- 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.40% 49% F 54% F
Trailing 12 Months  
Capital Gain 30.20% 90% A- 80% B-
Dividend Return 0.92% 9% A- 6% D-
Total Return 31.12% 89% A- 80% B-
Trailing 5 Years  
Capital Gain 97.69% 97% N/A 86% B+
Dividend Return 7.24% 10% F 15% F
Total Return 104.92% 96% N/A 85% B
Average Annual (5 Year Horizon)  
Capital Gain -8.48% 4% F 25% F
Dividend Return -7.76% 4% F 25% F
Total Return 0.72% 26% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 50.24% 2% F 40% F
Risk Adjusted Return -15.45% 13% F 29% F
Market Capitalization 11.24B 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.