-
Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-03-03
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 586.79Change
-10.25 (-1.72)%Market Cap
N/AVolume
6.11MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-03-03
ETF | Large Blend |
Last Closing
USD 586.79Change
-10.25 (-1.72)%Market Cap
N/AVolume
6.11MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-5.25 (-1.79%) |
USD 474.06B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-1.19 (-1.70%) |
USD 58.63B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.42 (-1.79%) |
USD 53.32B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.95 (-1.82%) |
USD 15.09B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-2.01 (-1.72%) |
USD 13.57B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-1.28 (-1.77%) |
USD 10.01B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.54 (+0.72%) |
USD 7.46B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.59 (-0.99%) |
USD 5.86B |
SCHK | Schwab 1000 ETF |
-0.49 (-1.71%) |
USD 4.11B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.36 (-0.86%) |
USD 4.07B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
DMAX | iShares Large Cap Max Buf.. | 52,387,071.00 % | 0.00 % |
-0.06 (-0.24%) |
N/A |
SMAX | iShares Large Cap Max Buf.. | 100.29 % | 0.00 % |
-0.08 (-0.24%) |
USD 0.14B |
SPYT | Tidal Trust II Defiance S.. | 100.26 % | 0.00 % |
-0.70 (-0.24%) |
USD 0.11B |
SHDG | Soundwatch Hedged Equity .. | 100.06 % | 0.00 % |
-0.42 (-0.24%) |
USD 0.15B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
+1.62 (+-0.24%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
+0.39 (+-0.24%) |
USD 0.26B |
IVV:AU | iShares Core S&P 500 AUD | 99.96 % | 0.00 % |
+0.93 (+-0.24%) |
USD 11.60B |
XUS-U:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.00 % |
-0.42 (-0.24%) |
CAD 4.54B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.89 % | 0.00 % |
+0.89 (+-0.24%) |
USD 2.17B |
HEQT | Simplify Exchange Traded .. | 99.41 % | 0.00 % |
-0.44 (-0.24%) |
USD 0.39B |
IVVB | Blackrock ETF Trust II - .. | 99.03 % | 0.00 % |
-0.39 (-0.24%) |
N/A |
ROMO | Strategy Shares Newfound/.. | 99.01 % | 0.00 % |
-0.49 (-0.24%) |
USD 0.04B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
-0.28 (-0.24%) |
N/A |
SPBC | Simplify U.S. Equity PLUS.. | 76.40 % | 0.00 % |
-0.60 (-0.24%) |
USD 0.04B |
RSST | Return Stacked U.S. Stock.. | 74.42 % | 0.00 % |
-0.32 (-0.24%) |
USD 0.28B |
RSSY | Tidal Trust II Return Sta.. | 71.74 % | 0.00 % |
-0.63 (-0.24%) |
USD 0.14B |
XAW-U:CA | iShares Core MSCI All Cou.. | 55.47 % | 0.00 % |
-0.09 (-0.24%) |
N/A |
XUU-U:CA | iShares Core S&P U.S. Tot.. | 47.02 % | 0.00 % |
-0.97 (-0.24%) |
N/A |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
MAPP | Harbor ETF Trust | 29.15 % | 0.00 % |
-0.15 (-0.24%) |
USD 4.72M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 25.19 % | 0.00 % |
-0.32 (-0.24%) |
CAD 0.09B |
CDX | Simplify Exchange Traded .. | 24.83 % | 0.00 % |
+0.25 (+-0.24%) |
USD 0.13B |
SPQ | Simplify Exchange Traded .. | 24.54 % | 0.00 % |
-0.40 (-0.24%) |
USD 3.40M |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 20.54 % | 0.00 % |
-0.14 (-0.24%) |
N/A |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.43 (-0.24%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
-0.23 (-0.24%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 11.67 % | 0.00 % |
-0.03 (-0.24%) |
CAD 0.18B |
AOA | iShares Core Aggressive A.. | 0.00 % | 0.18 % |
-0.54 (-0.24%) |
USD 2.18B |
AOK | iShares Core Conservative.. | 0.00 % | 0.18 % |
-0.08 (-0.24%) |
USD 0.61B |
AOM | iShares Core Moderate All.. | 0.00 % | 0.18 % |
-0.17 (-0.24%) |
USD 1.45B |
AOR | iShares Core Growth Alloc.. | 0.00 % | 0.18 % |
-0.32 (-0.24%) |
USD 2.24B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.14 (-0.24%) |
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 | |
XAW:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.22 % |
-0.36 (-0.24%) |
CAD 2.97B |
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 % |
-1.06 (-0.24%) |
CAD 11.85B |
XUS:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.11 % |
-0.82 (-0.24%) |
CAD 8.94B |
XUU:CA | iShares Core S&P US Total.. | 0.00 % | 0.07 % |
-1.08 (-0.24%) |
CAD 3.54B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
-0.87 (-0.24%) |
CAD 1.18B |
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 % |
-0.22 (-0.24%) |
USD 0.15B |
1655:TSE | iShares S&P 500 ETF | 0.00 % | 0.00 % |
+11.20 (+-0.24%) |
USD 80.07B |
1657:TSE | iShares Core MSCI Kokusai.. | 0.00 % | 0.00 % |
+80.00 (+-0.24%) |
USD 23.57B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
-0.31 (-0.24%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SSUS | Day Hagan/Ned Davis Resea.. | 0.00 % | 0.00 % |
-0.62 (-0.24%) |
USD 0.60B |
SPD | Simplify US Equity PLUS D.. | 0.00 % | 0.00 % |
-0.67 (-0.24%) |
USD 0.13B |
SPUC | Simplify US Equity PLUS U.. | 0.00 % | 0.00 % |
-0.81 (-0.24%) |
USD 0.02B |
SPYC | Simplify US Equity PLUS C.. | 0.00 % | 0.00 % |
-0.95 (-0.24%) |
USD 0.07B |
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 | -0.32% | 48% | F | 40% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -0.32% | 48% | F | 39% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 13.99% | 71% | C- | 77% | C+ | ||
Dividend Return | 1.49% | 91% | A- | 26% | F | ||
Total Return | 15.47% | 78% | C+ | 74% | C | ||
Trailing 5 Years | |||||||
Capital Gain | 86.43% | 72% | C | 82% | B | ||
Dividend Return | 10.35% | 76% | C+ | 30% | F | ||
Total Return | 96.78% | 78% | C+ | 81% | B- | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.65% | 85% | B | 76% | C+ | ||
Dividend Return | 17.01% | 88% | B+ | 75% | C | ||
Total Return | 1.36% | 72% | C | 33% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 18.60% | 63% | D | 58% | F | ||
Risk Adjusted Return | 91.47% | 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 |
---|
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