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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-04-21
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 516.38Change
-12.29 (-2.32)%Market Cap
N/AVolume
4.58MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-04-21
ETF | Large Blend |
Last Closing
USD 516.38Change
-12.29 (-2.32)%Market Cap
N/AVolume
4.58MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-6.15 (-2.38%) |
USD 423.10B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-1.46 (-2.36%) |
USD 56.21B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.49 (-2.36%) |
USD 48.13B |
DYNF | BlackRock US Equity Factor Rot.. |
-1.01 (-2.20%) |
USD 14.67B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-2.41 (-2.32%) |
USD 11.80B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-1.51 (-2.36%) |
USD 9.06B |
SPLV | Invesco S&P 500® Low Volatili.. |
-1.32 (-1.83%) |
USD 7.56B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-1.28 (-2.39%) |
USD 5.39B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.91 (-2.33%) |
USD 3.97B |
SCHK | Schwab 1000 ETF |
-0.59 (-2.33%) |
USD 3.74B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
IHVV:AU | iShares S&P 500 AUD Hedge.. | 100.43 % | 0.00 % |
N/A |
USD 2.17B |
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 |
XSP:CA | iShares Core S&P 500 (CAD.. | 99.96 % | 0.11 % |
-1.25 (-2.44%) |
CAD 11.46B |
SPYT | Tidal Trust II Defiance S.. | 99.94 % | 0.00 % |
-0.35 (-2.44%) |
USD 0.10B |
XUS:CA | iShares Core S&P 500 Inde.. | 99.92 % | 0.11 % |
-1.07 (-2.44%) |
CAD 8.70B |
1655:TSE | iShares S&P 500 ETF | 99.62 % | 0.00 % |
-12.20 (-2.44%) |
USD 80.07B |
HEQT | Simplify Exchange Traded .. | 99.41 % | 0.00 % |
-0.30 (-2.44%) |
USD 0.39B |
IVVB | Blackrock ETF Trust II - .. | 99.03 % | 0.00 % |
-0.41 (-2.44%) |
N/A |
ROMO | Strategy Shares Newfound/.. | 99.01 % | 0.00 % |
-0.22 (-2.44%) |
USD 0.03B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
-0.51 (-2.44%) |
N/A |
TWOX | iShares Large Cap Acceler.. | 98.87 % | 0.00 % |
-0.54 (-2.44%) |
N/A |
SHDG | Soundwatch Hedged Equity .. | 95.77 % | 0.00 % |
-0.40 (-2.44%) |
USD 0.14B |
RSST | Return Stacked U.S. Stock.. | 81.25 % | 0.00 % |
-0.47 (-2.44%) |
USD 0.22B |
SPBC | Simplify U.S. Equity PLUS.. | 78.20 % | 0.00 % |
-0.61 (-2.44%) |
USD 0.03B |
1657:TSE | iShares Core MSCI Kokusai.. | 76.66 % | 0.00 % |
-60.00 (-2.44%) |
USD 23.57B |
RSSY | Tidal Trust II Return Sta.. | 72.36 % | 0.00 % |
-0.52 (-2.44%) |
USD 0.12B |
XWD:CA | iShares MSCI World Index .. | 71.54 % | 0.47 % |
-1.57 (-2.44%) |
CAD 1.13B |
XAW:CA | iShares Core MSCI All Cou.. | 53.39 % | 0.22 % |
-0.76 (-2.44%) |
CAD 2.82B |
XUU:CA | iShares Core S&P US Total.. | 47.17 % | 0.07 % |
-1.27 (-2.44%) |
CAD 3.34B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
SPQ | Simplify Exchange Traded .. | 24.23 % | 0.00 % |
-0.79 (-2.44%) |
USD 2.96M |
MAPP | Harbor ETF Trust | 21.46 % | 0.00 % |
-0.14 (-2.44%) |
USD 4.28M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 20.73 % | 0.00 % |
-0.51 (-2.44%) |
CAD 0.08B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 20.73 % | 0.00 % |
N/A |
N/A |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.40 (-2.44%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
-0.23 (-2.44%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 10.54 % | 0.00 % |
-0.09 (-2.44%) |
CAD 0.20B |
OCIO | ClearShares OCIO ETF | 4.14 % | 0.54 % |
-0.28 (-2.44%) |
USD 0.14B |
AOA | iShares Core Aggressive A.. | 0.00 % | 0.18 % |
-1.04 (-2.44%) |
USD 2.08B |
AOK | iShares Core Conservative.. | 0.00 % | 0.18 % |
-0.42 (-2.44%) |
USD 0.63B |
AOM | iShares Core Moderate All.. | 0.00 % | 0.18 % |
-0.43 (-2.44%) |
USD 1.42B |
AOR | iShares Core Growth Alloc.. | 0.00 % | 0.18 % |
-0.59 (-2.44%) |
USD 2.22B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
+0.03 (+-2.44%) |
USD 0.06B |
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 % |
+0.01 (+-2.44%) |
USD 9.11M |
QGL:CA | 0.00 % | 0.80 % |
N/A |
N/A | |
QMA:CA | 0.00 % | 0.80 % |
N/A |
N/A | |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
-0.39 (-2.44%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SSUS | Day Hagan/Ned Davis Resea.. | 0.00 % | 0.00 % |
-0.89 (-2.44%) |
USD 0.50B |
SPD | Simplify US Equity PLUS D.. | 0.00 % | 0.00 % |
-0.60 (-2.44%) |
USD 0.07B |
SPUC | Simplify US Equity PLUS U.. | 0.00 % | 0.00 % |
-1.43 (-2.44%) |
USD 0.10B |
SPYC | Simplify US Equity PLUS C.. | 0.00 % | 0.00 % |
-0.80 (-2.44%) |
USD 0.06B |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
+0.16 (+-2.44%) |
N/A |
XUS-U:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.00 % |
-0.92 (-2.44%) |
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 | -12.28% | 52% | F | 32% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -12.28% | 51% | F | 31% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 2.84% | 63% | D | 67% | D+ | ||
Dividend Return | 1.19% | 86% | B+ | 24% | F | ||
Total Return | 4.03% | 68% | D+ | 58% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 84.38% | 78% | C+ | 73% | C | ||
Dividend Return | 11.08% | 72% | C | 25% | F | ||
Total Return | 95.47% | 75% | C | 70% | C- | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.19% | 82% | B | 77% | C+ | ||
Dividend Return | 15.53% | 82% | B | 76% | C+ | ||
Total Return | 1.34% | 71% | C- | 32% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 17.28% | 58% | F | 58% | F | ||
Risk Adjusted Return | 89.90% | 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