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

ETF | Large Blend | NYSE Arca

Last Closing

USD 558.12

Change

-11.50 (-2.02)%

Market Cap

USD 85.28B

Volume

7.47M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P 500? (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 15/05/2000

Primary Benchmark: S&P 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.07%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-28 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD 51.16B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

USD 9.53B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

USD 5.66B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

N/A

USD 4.00B
SCHK Schwab 1000 ETF 0.05 %

N/A

USD 3.90B

ETFs Containing IVV

IHVV:AU iShares S&P 500 AUD Hedge.. 100.43 % 0.00 %

N/A

USD 2.17B
HEQT Simplify Exchange Traded .. 100.12 % 0.00 %

N/A

USD 0.41B
GGUS:AU BetaShares Geared US Equi.. 100.00 % 0.00 %

N/A

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

N/A

USD 0.26B
IVV:AU iShares Core S&P 500 AUD 99.98 % 0.00 %

N/A

USD 11.33B
SPYT Tidal Trust II Defiance S.. 99.94 % 0.00 %

N/A

USD 0.10B
IVVB Blackrock ETF Trust II - .. 99.03 % 0.00 %

N/A

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

N/A

USD 0.03B
IVVM BlackRock ETF Trust II - .. 98.88 % 0.00 %

N/A

N/A
TWOX iShares Large Cap Acceler.. 98.87 % 0.00 %

N/A

N/A
SHDG Soundwatch Hedged Equity .. 96.80 % 0.00 %

N/A

USD 0.15B
RSST Return Stacked U.S. Stock.. 75.20 % 0.00 %

N/A

USD 0.26B
SPBC Simplify U.S. Equity PLUS.. 75.03 % 0.00 %

N/A

USD 0.04B
RSSY Tidal Trust II Return Sta.. 72.36 % 0.00 %

N/A

USD 0.12B
NSPL 38.36 % 0.00 %

N/A

N/A
MAPP Harbor ETF Trust 29.15 % 0.00 %

N/A

USD 4.72M
ESPX:CA Evolve S&P 500® Enhanced.. 25.19 % 0.00 %

N/A

CAD 0.10B
SPQ Simplify Exchange Traded .. 24.54 % 0.00 %

N/A

USD 3.40M
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 21.29 % 0.00 %

N/A

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

N/A

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

N/A

N/A
PFAA:CA Picton Mahoney Fortified .. 11.67 % 0.00 %

N/A

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

N/A

USD 2.16B
AOK iShares Core Conservative.. 0.00 % 0.18 %

N/A

USD 0.59B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

N/A

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

N/A

USD 2.25B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

N/A

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
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

N/A

CAD 2.93B
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 %

N/A

CAD 11.35B
XUS:CA iShares Core S&P 500 Inde.. 0.00 % 0.11 %

N/A

CAD 8.82B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

N/A

CAD 3.46B
XWD:CA iShares MSCI World Index .. 0.00 % 0.47 %

N/A

CAD 1.17B
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 %

N/A

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

N/A

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 %

N/A

N/A
DYHG 0.00 % 0.00 %

N/A

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

N/A

USD 0.60B
SPD Simplify US Equity PLUS D.. 0.00 % 0.00 %

N/A

USD 0.11B
SPUC Simplify US Equity PLUS U.. 0.00 % 0.00 %

N/A

USD 0.11B
SPYC Simplify US Equity PLUS C.. 0.00 % 0.00 %

N/A

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

N/A

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 %

N/A

CAD 4.54B

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -5.19% 47% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.19% 45% F 31% F
Trailing 12 Months  
Capital Gain 6.16% 64% D 72% C
Dividend Return 1.14% 86% B+ 24% F
Total Return 7.30% 74% C 67% D+
Trailing 5 Years  
Capital Gain 119.52% 81% B- 75% C
Dividend Return 12.21% 72% C 26% F
Total Return 131.73% 78% C+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 14.88% 83% B 76% C+
Dividend Return 16.23% 83% B 75% C
Total Return 1.35% 72% C 32% F
Risk Return Profile  
Volatility (Standard Deviation) 17.81% 60% D- 58% F
Risk Adjusted Return 91.12% 79% B- 91% A-
Market Capitalization 85.28B 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