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

ETF | Large Blend | NYSE Arca

Last Closing

USD 603.8

Change

0.00 (0.00)%

Market Cap

USD 85.28B

Volume

4.83M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P 500? (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 15/05/2000

Primary Benchmark: S&P 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.07%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-08 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

USD 58.63B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD 53.32B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

USD 10.01B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

USD 5.86B
SCHK Schwab 1000 ETF 0.05 %

N/A

USD 4.11B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

N/A

USD 4.07B

ETFs Containing IVV

MAXJ iShares Large Cap Max Buf.. 137,956,757.40 % 0.00 %

N/A

USD 0.13B
DMAX iShares Large Cap Max Buf.. 52,387,071.00 % 0.00 %

N/A

N/A
SPYC Simplify US Equity PLUS C.. 100.61 % 0.00 %

N/A

USD 0.07B
SPUC Simplify US Equity PLUS U.. 100.58 % 0.00 %

N/A

USD 0.02B
SPD Simplify US Equity PLUS D.. 100.12 % 0.00 %

N/A

USD 0.13B
SHDG Soundwatch Hedged Equity .. 100.06 % 0.00 %

N/A

USD 0.15B
GGUS:AU BetaShares Geared US Equi.. 100.00 % 0.00 %

N/A

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

N/A

USD 0.26B
IVV:AU iShares Core S&P 500 AUD 99.97 % 0.00 %

N/A

USD 11.24B
SPYT Tidal Trust II Defiance S.. 99.80 % 0.00 %

N/A

USD 0.10B
IHVV:AU iShares S&P 500 AUD Hedge.. 99.59 % 0.00 %

N/A

USD 2.12B
HEQT Simplify Exchange Traded .. 99.41 % 0.00 %

N/A

USD 0.39B
SMAX Hamilton U.S. Equity Yiel.. 99.13 % 0.00 %

N/A

USD 0.13B
IVVB Blackrock ETF Trust II - .. 99.03 % 0.00 %

N/A

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

N/A

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

N/A

N/A
SPBC Simplify U.S. Equity PLUS.. 76.40 % 0.00 %

N/A

USD 0.04B
RSST Return Stacked U.S. Stock.. 74.42 % 0.00 %

N/A

USD 0.28B
RSSY Tidal Trust II Return Sta.. 72.89 % 0.00 %

N/A

USD 0.15B
AOA iShares Core Aggressive A.. 46.54 % 0.18 %

N/A

USD 2.18B
NSPL 38.36 % 0.00 %

N/A

N/A
AOR iShares Core Growth Alloc.. 35.15 % 0.18 %

N/A

USD 2.24B
MAPP Harbor ETF Trust 32.69 % 0.00 %

N/A

USD 4.69M
ESPX:CA Evolve S&P 500® Enhanced.. 25.19 % 0.00 %

N/A

CAD 0.09B
CDX Simplify Exchange Traded .. 24.83 % 0.00 %

N/A

USD 0.13B
SPQ Simplify Exchange Traded .. 23.50 % 0.00 %

N/A

USD 3.48M
AOM iShares Core Moderate All.. 23.31 % 0.18 %

N/A

USD 1.45B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 20.54 % 0.00 %

N/A

N/A
AOK iShares Core Conservative.. 17.77 % 0.18 %

N/A

USD 0.61B
MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

N/A

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

N/A

N/A
PFAA:CA Picton Mahoney Fortified .. 12.04 % 0.00 %

N/A

CAD 0.17B
OCIO ClearShares OCIO ETF 4.35 % 0.54 %

N/A

USD 0.15B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

N/A

USD 0.06B
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 %

N/A

CAD 2.95B
XGC:CA Xali Gold Corp 0.00 % 0.74 %

N/A

USD 9.11M
XSP:CA iShares Core S&P 500 (CAD.. 0.00 % 0.11 %

N/A

CAD 12.06B
XUS:CA iShares Core S&P 500 Inde.. 0.00 % 0.11 %

N/A

CAD 8.74B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

N/A

CAD 3.50B
XWD:CA iShares MSCI World Index .. 0.00 % 0.47 %

N/A

CAD 1.17B
QGL:CA 0.00 % 0.80 %

N/A

N/A
QMA:CA 0.00 % 0.80 %

N/A

N/A
1655:TSE iShares S&P 500 ETF 0.00 % 0.00 %

N/A

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

N/A

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

N/A

N/A
DYHG 0.00 % 0.00 %

N/A

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

N/A

USD 0.62B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

N/A

N/A
XUU-U:CA iShares Core S&P U.S. Tot.. 0.00 % 0.00 %

N/A

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

N/A

CAD 4.54B

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.57% 34% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.57% 34% F 56% F
Trailing 12 Months  
Capital Gain 19.88% 71% C- 76% C+
Dividend Return 1.52% 86% B+ 25% F
Total Return 21.40% 82% B 76% C+
Trailing 5 Years  
Capital Gain 79.58% 78% C+ 82% B
Dividend Return 9.69% 76% C+ 30% F
Total Return 89.27% 78% C+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 15.66% 85% B 76% C+
Dividend Return 17.02% 86% B+ 75% C
Total Return 1.36% 69% C- 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.61% 63% D 58% F
Risk Adjusted Return 91.46% 79% B- 92% A
Market Capitalization 85.28B 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