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

ETF | Others |

Last Closing

USD 63.14

Change

-0.56 (-0.88)%

Market Cap

USD 11.60B

Volume

0.37M

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: 2025-02-24 )

Largest Industry Peers for Others

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

+0.17 (+0.17%)

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

-0.82 (-0.58%)

USD 10.39B
QUAL:AU VanEck Vectors MSCI World ex A..

-0.22 (-0.37%)

USD 7.35B
IOZ:AU Ishares Core S&P/Asx 200

+0.07 (+0.21%)

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

+0.06 (+0.08%)

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

-5.02 (-1.06%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.67 (-1.31%)

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

-0.67 (-1.50%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.25 (+0.18%)

USD 4.72B
IOO:AU iSharesGlobal 100

-0.71 (-0.44%)

USD 4.51B

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 -0.16% 27% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.16% 17% F 42% F
Trailing 12 Months  
Capital Gain 22.17% 89% A- 76% C+
Dividend Return 0.89% 9% A- 6% D-
Total Return 23.06% 88% B+ 75% C
Trailing 5 Years  
Capital Gain 97.52% 97% N/A 85% B
Dividend Return 7.41% 11% F 14% F
Total Return 104.93% 96% N/A 84% B
Average Annual (5 Year Horizon)  
Capital Gain -7.97% 4% F 26% F
Dividend Return -7.24% 4% F 26% F
Total Return 0.73% 23% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 50.47% 2% F 40% F
Risk Adjusted Return -14.35% 13% F 29% F
Market Capitalization 11.60B 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.