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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-03-18
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 561.93Change
-7.68 (-1.35)%Market Cap
N/AVolume
0.02BAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-03-18
ETF | Large Blend |
Last Closing
USD 561.93Change
-7.68 (-1.35)%Market Cap
N/AVolume
0.02BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-3.01 (-1.08%) |
USD 453.93B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.69 (-1.03%) |
USD 56.87B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.25 (-1.12%) |
USD 51.16B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.85 (-1.72%) |
USD 14.94B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-1.00 (-0.90%) |
USD 12.23B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.71 (-1.03%) |
USD 9.53B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.15 (-0.20%) |
USD 7.46B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.46 (-0.81%) |
USD 5.66B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.08 (-0.20%) |
USD 4.00B |
SCHK | Schwab 1000 ETF |
-0.30 (-1.10%) |
USD 3.90B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
SMAX | iShares Large Cap Max Buf.. | 100.29 % | 0.00 % |
-0.03 (-1.20%) |
USD 0.14B |
SPYT | Tidal Trust II Defiance S.. | 100.26 % | 0.00 % |
-0.17 (-1.20%) |
USD 0.11B |
HEQT | Simplify Exchange Traded .. | 100.12 % | 0.00 % |
-0.17 (-1.20%) |
USD 0.41B |
GGUS:AU | BetaShares Geared US Equi.. | 100.00 % | 0.00 % |
+0.78 (+-1.20%) |
USD 0.02B |
UMAX:AU | BetaShares S&P 500 Yield .. | 100.00 % | 0.00 % |
+0.06 (+-1.20%) |
USD 0.26B |
IVV:AU | iShares Core S&P 500 AUD | 99.96 % | 0.00 % |
+0.05 (+-1.20%) |
USD 11.60B |
XUS:CA | iShares Core S&P 500 Inde.. | 99.95 % | 0.11 % |
-0.54 (-1.20%) |
CAD 8.82B |
1655:TSE | iShares S&P 500 ETF | 99.94 % | 0.00 % |
+11.10 (+-1.20%) |
USD 80.07B |
XSP:CA | iShares Core S&P 500 (CAD.. | 99.92 % | 0.11 % |
-0.69 (-1.20%) |
CAD 11.35B |
IHVV:AU | iShares S&P 500 AUD Hedge.. | 99.89 % | 0.00 % |
+0.47 (+-1.20%) |
USD 2.17B |
SPD | Simplify US Equity PLUS D.. | 99.42 % | 0.00 % |
-0.37 (-1.20%) |
USD 0.11B |
SPYC | Simplify US Equity PLUS C.. | 99.33 % | 0.00 % |
-0.53 (-1.20%) |
USD 0.07B |
IVVB | Blackrock ETF Trust II - .. | 99.03 % | 0.00 % |
-0.21 (-1.20%) |
N/A |
ROMO | Strategy Shares Newfound/.. | 99.01 % | 0.00 % |
-0.26 (-1.20%) |
USD 0.04B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
-0.16 (-1.20%) |
N/A |
TWOX | iShares Large Cap Acceler.. | 98.87 % | 0.00 % |
-0.29 (-1.20%) |
N/A |
SPUC | Simplify US Equity PLUS U.. | 98.86 % | 0.00 % |
-0.46 (-1.20%) |
USD 0.11B |
SHDG | Soundwatch Hedged Equity .. | 96.80 % | 0.00 % |
-0.13 (-1.20%) |
USD 0.15B |
1657:TSE | iShares Core MSCI Kokusai.. | 76.66 % | 0.00 % |
+80.00 (+-1.20%) |
USD 23.57B |
RSST | Return Stacked U.S. Stock.. | 75.20 % | 0.00 % |
-0.07 (-1.20%) |
USD 0.26B |
SPBC | Simplify U.S. Equity PLUS.. | 75.03 % | 0.00 % |
-0.52 (-1.20%) |
USD 0.04B |
XWD:CA | iShares MSCI World Index .. | 72.76 % | 0.47 % |
-0.72 (-1.20%) |
CAD 1.17B |
RSSY | Tidal Trust II Return Sta.. | 71.74 % | 0.00 % |
-0.14 (-1.20%) |
USD 0.14B |
XAW:CA | iShares Core MSCI All Cou.. | 54.99 % | 0.22 % |
-0.31 (-1.20%) |
CAD 2.93B |
XUU:CA | iShares Core S&P US Total.. | 47.25 % | 0.07 % |
-0.70 (-1.20%) |
CAD 3.46B |
AOA | iShares Core Aggressive A.. | 44.89 % | 0.18 % |
-0.45 (-1.20%) |
USD 2.16B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
AOR | iShares Core Growth Alloc.. | 33.75 % | 0.18 % |
-0.08 (-1.20%) |
USD 2.25B |
MAPP | Harbor ETF Trust | 29.15 % | 0.00 % |
-0.14 (-1.20%) |
USD 4.72M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 25.19 % | 0.00 % |
-0.34 (-1.20%) |
CAD 0.10B |
SPQ | Simplify Exchange Traded .. | 24.54 % | 0.00 % |
+0.27 (+-1.20%) |
USD 3.40M |
AOM | iShares Core Moderate All.. | 22.52 % | 0.18 % |
-0.18 (-1.20%) |
USD 1.45B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 21.29 % | 0.00 % |
N/A |
N/A |
AOK | iShares Core Conservative.. | 16.89 % | 0.18 % |
-0.10 (-1.20%) |
USD 0.59B |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.17 (-1.20%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
-0.08 (-1.20%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 11.67 % | 0.00 % |
+0.07 (+-1.20%) |
CAD 0.18B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.15 (-1.20%) |
USD 0.07B |
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 % |
-0.22 (-1.20%) |
USD 0.15B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
N/A |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SSUS | Day Hagan/Ned Davis Resea.. | 0.00 % | 0.00 % |
-0.46 (-1.20%) |
USD 0.60B |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
-0.01 (-1.20%) |
N/A |
XUU-U:CA | iShares Core S&P U.S. Tot.. | 0.00 % | 0.00 % |
-0.30 (-1.20%) |
N/A |
XUS-U:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.00 % |
-0.56 (-1.20%) |
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 | -4.54% | 36% | F | 31% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -4.54% | 36% | F | 30% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 8.10% | 58% | F | 70% | C- | ||
Dividend Return | 1.47% | 91% | A- | 28% | F | ||
Total Return | 9.57% | 74% | C | 66% | D+ | ||
Trailing 5 Years | |||||||
Capital Gain | 132.14% | 74% | C | 73% | C | ||
Dividend Return | 13.46% | 73% | C | 28% | F | ||
Total Return | 145.60% | 78% | C+ | 71% | 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