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

ETF | Large Blend |

Last Closing

USD 602.87

Change

-10.59 (-1.73)%

Market Cap

N/A

Volume

3.61M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for Large Blend

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

-5.57 (-1.85%)

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

-1.21 (-1.69%)

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

-0.43 (-1.78%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.82 (-1.54%)

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

-1.97 (-1.64%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-1.29 (-1.74%)

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

+0.18 (+0.25%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.96 (-1.59%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.55 (-1.87%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.59 (-1.40%)

USD 4.07B

ETFs Containing IVV

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

-0.13 (-0.55%)

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

-0.14 (-0.55%)

N/A
SMAX iShares Large Cap Max Buf.. 100.29 % 0.00 %

-0.11 (-0.55%)

USD 0.14B
SHDG Soundwatch Hedged Equity .. 100.06 % 0.00 %

-0.41 (-0.55%)

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

-0.28 (-0.55%)

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

-0.13 (-0.55%)

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

-0.45 (-0.55%)

USD 11.24B
XUS:CA iShares Core S&P 500 Inde.. 99.95 % 0.11 %

-0.72 (-0.55%)

CAD 8.94B
XSP:CA iShares Core S&P 500 (CAD.. 99.91 % 0.11 %

-1.06 (-0.55%)

CAD 11.85B
SPYT Tidal Trust II Defiance S.. 99.80 % 0.00 %

-0.28 (-0.55%)

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

-0.14 (-0.55%)

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

-0.30 (-0.55%)

USD 0.39B
IVVB Blackrock ETF Trust II - .. 99.03 % 0.00 %

-0.37 (-0.55%)

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

-0.57 (-0.55%)

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

-0.28 (-0.55%)

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

-0.80 (-0.55%)

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

-0.87 (-0.55%)

USD 0.28B
XWD:CA iShares MSCI World Index .. 73.50 % 0.47 %

-1.02 (-0.55%)

CAD 1.18B
RSSY Tidal Trust II Return Sta.. 72.89 % 0.00 %

-0.06 (-0.55%)

USD 0.15B
XAW:CA iShares Core MSCI All Cou.. 55.47 % 0.22 %

-0.50 (-0.55%)

CAD 2.97B
XUU:CA iShares Core S&P US Total.. 47.02 % 0.07 %

-0.95 (-0.55%)

CAD 3.54B
NSPL 38.36 % 0.00 %

N/A

N/A
MAPP Harbor ETF Trust 32.69 % 0.00 %

-0.23 (-0.55%)

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

-0.34 (-0.55%)

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

-0.07 (-0.55%)

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

-0.71 (-0.55%)

USD 3.48M
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 20.54 % 0.00 %

N/A

N/A
MRSK Northern Lights Fund Trus.. 14.96 % 0.00 %

-0.25 (-0.55%)

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

-0.27 (-0.55%)

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

-0.12 (-0.55%)

CAD 0.17B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

-0.76 (-0.55%)

USD 2.18B
AOK iShares Core Conservative.. 0.00 % 0.18 %

-0.07 (-0.55%)

USD 0.61B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

-0.24 (-0.55%)

USD 1.45B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

-0.40 (-0.55%)

USD 2.24B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.14 (-0.55%)

USD 0.10B
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
XGC:CA Xali Gold Corp 0.00 % 0.74 %

N/A

USD 9.11M
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 %

-0.36 (-0.55%)

USD 0.15B
1655:TSE iShares S&P 500 ETF 0.00 % 0.00 %

+0.70 (+-0.55%)

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

+20.00 (+-0.55%)

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

-0.12 (-0.55%)

N/A
DYHG 0.00 % 0.00 %

N/A

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

-0.70 (-0.55%)

USD 0.62B
SPD Simplify US Equity PLUS D.. 0.00 % 0.00 %

-0.74 (-0.55%)

USD 0.13B
SPUC Simplify US Equity PLUS U.. 0.00 % 0.00 %

-0.92 (-0.55%)

USD 0.02B
SPYC Simplify US Equity PLUS C.. 0.00 % 0.00 %

-0.93 (-0.55%)

USD 0.07B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

-0.04 (-0.55%)

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

-0.76 (-0.55%)

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

-0.64 (-0.55%)

CAD 4.54B

Market Performance

  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 2.41% 47% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.41% 47% F 58% F
Trailing 12 Months  
Capital Gain 18.13% 76% C+ 77% C+
Dividend Return 1.50% 89% A- 26% F
Total Return 19.63% 85% B 76% C+
Trailing 5 Years  
Capital Gain 79.96% 79% B- 83% B
Dividend Return 9.72% 76% C+ 30% F
Total Return 89.68% 76% C+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.69% 85% B 76% C+
Dividend Return 17.05% 86% B+ 75% C
Total Return 1.36% 71% C- 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.61% 63% D 58% F
Risk Adjusted Return 91.58% 79% B- 92% A
Market Capitalization N/A 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