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Values as of: 2025-03-10
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 563.44Change
-15.07 (-2.60)%Market Cap
N/AVolume
7.93MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-03-10
ETF | Large Blend |
Last Closing
USD 563.44Change
-15.07 (-2.60)%Market Cap
N/AVolume
7.93MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-7.72 (-2.72%) |
USD 453.93B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-1.80 (-2.66%) |
USD 56.87B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.63 (-2.77%) |
USD 51.16B |
DYNF | BlackRock US Equity Factor Rot.. |
-1.50 (-2.99%) |
USD 14.94B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-2.86 (-2.53%) |
USD 13.57B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-1.78 (-2.54%) |
USD 9.53B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.11 (-0.15%) |
USD 7.46B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-1.06 (-1.82%) |
USD 5.66B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.57 (-1.39%) |
USD 4.00B |
SCHK | Schwab 1000 ETF |
-0.76 (-2.74%) |
USD 3.90B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
SMAX | iShares Large Cap Max Buf.. | 100.29 % | 0.00 % |
-0.21 (-2.90%) |
USD 0.14B |
SPYT | Tidal Trust II Defiance S.. | 100.26 % | 0.00 % |
-0.47 (-2.90%) |
USD 0.11B |
HEQT | Simplify Exchange Traded .. | 100.12 % | 0.00 % |
-0.47 (-2.90%) |
USD 0.39B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
-0.22 (-2.90%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
-0.10 (-2.90%) |
USD 0.26B |
IVV:AU | iShares Core S&P 500 AUD | 99.96 % | 0.00 % |
-0.16 (-2.90%) |
USD 11.60B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.89 % | 0.00 % |
-0.13 (-2.90%) |
USD 2.17B |
SPD | Simplify US Equity PLUS D.. | 99.42 % | 0.00 % |
-0.92 (-2.90%) |
USD 0.11B |
SPYC | Simplify US Equity PLUS C.. | 99.33 % | 0.00 % |
-1.42 (-2.90%) |
USD 0.07B |
IVVB | Blackrock ETF Trust II - .. | 99.03 % | 0.00 % |
-0.49 (-2.90%) |
N/A |
ROMO | Strategy Shares Newfound/.. | 99.01 % | 0.00 % |
-0.86 (-2.90%) |
USD 0.04B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
-0.52 (-2.90%) |
N/A |
TWOX | iShares Large Cap Acceler.. | 98.87 % | 0.00 % |
-0.71 (-2.90%) |
N/A |
SPUC | Simplify US Equity PLUS U.. | 98.86 % | 0.00 % |
-1.38 (-2.90%) |
USD 0.11B |
SHDG | Soundwatch Hedged Equity .. | 96.80 % | 0.00 % |
-0.54 (-2.90%) |
USD 0.15B |
SPBC | Simplify U.S. Equity PLUS.. | 76.40 % | 0.00 % |
-1.32 (-2.90%) |
USD 0.04B |
RSST | Return Stacked U.S. Stock.. | 75.20 % | 0.00 % |
-1.00 (-2.90%) |
USD 0.26B |
RSSY | Tidal Trust II Return Sta.. | 71.74 % | 0.00 % |
-0.13 (-2.90%) |
USD 0.14B |
AOA | iShares Core Aggressive A.. | 44.89 % | 0.18 % |
-1.59 (-2.90%) |
USD 2.16B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
AOR | iShares Core Growth Alloc.. | 33.75 % | 0.18 % |
-0.82 (-2.90%) |
USD 2.25B |
MAPP | Harbor ETF Trust | 29.15 % | 0.00 % |
-0.49 (-2.90%) |
USD 4.72M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 25.19 % | 0.00 % |
-0.67 (-2.90%) |
CAD 0.10B |
SPQ | Simplify Exchange Traded .. | 24.54 % | 0.00 % |
-0.37 (-2.90%) |
USD 3.40M |
AOM | iShares Core Moderate All.. | 22.52 % | 0.18 % |
-0.49 (-2.90%) |
USD 1.45B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 21.29 % | 0.00 % |
-0.61 (-2.90%) |
N/A |
AOK | iShares Core Conservative.. | 16.89 % | 0.18 % |
-0.18 (-2.90%) |
USD 0.59B |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.68 (-2.90%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
-0.26 (-2.90%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 11.67 % | 0.00 % |
-0.03 (-2.90%) |
CAD 0.18B |
OCIO | ClearShares OCIO ETF | 4.26 % | 0.54 % |
-0.74 (-2.90%) |
USD 0.15B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.24 (-2.90%) |
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 % |
-0.99 (-2.90%) |
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 % |
-1.64 (-2.90%) |
CAD 11.85B |
XUS:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.11 % |
-1.16 (-2.90%) |
CAD 8.94B |
XUU:CA | iShares Core S&P US Total.. | 0.00 % | 0.07 % |
-1.36 (-2.90%) |
CAD 3.54B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
-2.17 (-2.90%) |
CAD 1.18B |
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 % |
-0.30 (-2.90%) |
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 % |
-0.44 (-2.90%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SSUS | Day Hagan/Ned Davis Resea.. | 0.00 % | 0.00 % |
-0.97 (-2.90%) |
USD 0.60B |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
+0.19 (+-2.90%) |
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 % |
-0.86 (-2.90%) |
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 | -4.29% | 49% | F | 33% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -4.29% | 49% | F | 33% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 9.61% | 64% | D | 75% | C | ||
Dividend Return | 1.49% | 91% | A- | 27% | F | ||
Total Return | 11.10% | 74% | C | 72% | C | ||
Trailing 5 Years | |||||||
Capital Gain | 104.54% | 79% | B- | 79% | B- | ||
Dividend Return | 11.82% | 75% | C | 29% | F | ||
Total Return | 116.36% | 79% | B- | 78% | C+ | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.58% | 85% | B | 76% | C+ | ||
Dividend Return | 16.94% | 86% | B+ | 75% | C | ||
Total Return | 1.36% | 72% | C | 32% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 18.57% | 63% | D | 58% | F | ||
Risk Adjusted Return | 91.21% | 79% | B- | 91% | 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