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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-02-12
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 606.21Change
-2.02 (-0.33)%Market Cap
N/AVolume
3.56MAnalyst Target
N/A![](https://ducovest.com/tools/assets/assets/images/analyst-meter.png)
N/A
Verdict
Values as of: 2025-02-12
ETF | Large Blend |
Last Closing
USD 606.21Change
-2.02 (-0.33)%Market Cap
N/AVolume
3.56MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-0.99 (-0.33%) |
USD 474.06B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.22 (-0.31%) |
USD 58.63B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.07 (-0.29%) |
USD 53.32B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.21 (-0.39%) |
USD 15.09B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.50 (-0.42%) |
USD 13.10B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.26 (-0.35%) |
USD 10.01B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.21 (-0.29%) |
USD 7.14B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.24 (-0.40%) |
USD 5.86B |
SCHK | Schwab 1000 ETF |
-0.09 (-0.31%) |
USD 4.11B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.06 (-0.14%) |
USD 4.07B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
MAXJ | iShares Large Cap Max Buf.. | 137,956,757.40 % | 0.00 % |
-0.02 (-0.12%) |
USD 0.13B |
DMAX | iShares Large Cap Max Buf.. | 52,387,071.00 % | 0.00 % |
-0.03 (-0.12%) |
N/A |
SPYC | Simplify US Equity PLUS C.. | 100.61 % | 0.00 % |
-0.17 (-0.12%) |
USD 0.07B |
SPUC | Simplify US Equity PLUS U.. | 100.58 % | 0.00 % |
-0.20 (-0.12%) |
USD 0.02B |
SPD | Simplify US Equity PLUS D.. | 100.12 % | 0.00 % |
-0.12 (-0.12%) |
USD 0.13B |
SHDG | Soundwatch Hedged Equity .. | 100.06 % | 0.00 % |
-0.02 (-0.12%) |
USD 0.15B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
+0.17 (+-0.12%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
-0.04 (-0.12%) |
USD 0.26B |
IVV:AU | iShares Core S&P 500 AUD | 99.97 % | 0.00 % |
-0.05 (-0.12%) |
USD 11.24B |
SPYT | Tidal Trust II Defiance S.. | 99.80 % | 0.00 % |
+0.05 (+-0.12%) |
USD 0.10B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.59 % | 0.00 % |
+0.10 (+-0.12%) |
USD 2.12B |
HEQT | Simplify Exchange Traded .. | 99.41 % | 0.00 % |
-0.06 (-0.12%) |
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 % |
-0.08 (-0.12%) |
USD 0.04B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
-0.07 (-0.12%) |
N/A |
SPBC | Simplify U.S. Equity PLUS.. | 76.40 % | 0.00 % |
-0.02 (-0.12%) |
USD 0.04B |
RSST | Return Stacked U.S. Stock.. | 74.42 % | 0.00 % |
+0.17 (+-0.12%) |
USD 0.28B |
RSSY | Tidal Trust II Return Sta.. | 72.89 % | 0.00 % |
-0.43 (-0.12%) |
USD 0.15B |
AOA | iShares Core Aggressive A.. | 46.54 % | 0.18 % |
-0.10 (-0.12%) |
USD 2.18B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
AOR | iShares Core Growth Alloc.. | 35.15 % | 0.18 % |
-0.13 (-0.12%) |
USD 2.24B |
MAPP | Harbor ETF Trust | 32.69 % | 0.00 % |
-0.05 (-0.12%) |
USD 4.69M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 25.19 % | 0.00 % |
-0.08 (-0.12%) |
CAD 0.09B |
CDX | Simplify Exchange Traded .. | 24.83 % | 0.00 % |
-0.03 (-0.12%) |
USD 0.13B |
SPQ | Simplify Exchange Traded .. | 23.50 % | 0.00 % |
+0.04 (+-0.12%) |
USD 3.48M |
AOM | iShares Core Moderate All.. | 23.31 % | 0.18 % |
-0.18 (-0.12%) |
USD 1.45B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 20.54 % | 0.00 % |
-0.14 (-0.12%) |
N/A |
AOK | iShares Core Conservative.. | 17.77 % | 0.18 % |
-0.13 (-0.12%) |
USD 0.61B |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.07 (-0.12%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
-0.07 (-0.12%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 12.04 % | 0.00 % |
+0.02 (+-0.12%) |
CAD 0.17B |
OCIO | ClearShares OCIO ETF | 4.35 % | 0.54 % |
-0.05 (-0.12%) |
USD 0.15B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.03 (-0.12%) |
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 % |
-0.05 (-0.12%) |
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 % |
-0.18 (-0.12%) |
CAD 12.06B |
XUS:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.11 % |
-0.22 (-0.12%) |
CAD 8.74B |
XUU:CA | iShares Core S&P US Total.. | 0.00 % | 0.07 % |
-0.21 (-0.12%) |
CAD 3.50B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
-0.17 (-0.12%) |
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 % |
+10.50 (+-0.12%) |
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 % |
-0.02 (-0.12%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SSUS | Day Hagan/Ned Davis Resea.. | 0.00 % | 0.00 % |
-0.13 (-0.12%) |
USD 0.62B |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
+0.08 (+-0.12%) |
N/A |
XUU-U:CA | iShares Core S&P U.S. Tot.. | 0.00 % | 0.00 % |
-0.08 (-0.12%) |
N/A |
XUS-U:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.00 % |
-0.16 (-0.12%) |
CAD 4.54B |
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 | 2.98% | 37% | F | 61% | D- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 2.98% | 37% | F | 61% | D- | ||
Trailing 12 Months | |||||||
Capital Gain | 20.99% | 71% | C- | 77% | C+ | ||
Dividend Return | 1.53% | 86% | B+ | 26% | F | ||
Total Return | 22.51% | 81% | B- | 76% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 78.79% | 76% | C+ | 82% | B | ||
Dividend Return | 9.61% | 76% | C+ | 30% | F | ||
Total Return | 88.39% | 76% | 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 | 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