IVV:AU:AU-iShares Core S&P 500 AUD (AUD)

ETF | Others |

Last Closing

USD 58.63

Change

+0.75 (+1.30)%

Market Cap

USD 11.33B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-08 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+0.29 (+0.29%)

USD 18.39B
VGS:AU Vanguard MSCI International Sh..

+1.46 (+1.10%)

USD 10.39B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.61 (+1.11%)

USD 7.35B
IOZ:AU Ishares Core S&P/Asx 200

+0.08 (+0.24%)

USD 6.40B
VTS:AU Vanguard US Total Market Share..

+5.28 (+1.24%)

USD 5.71B
STW:AU SPDR® S&P/ASX 200 Fund

+0.20 (+0.27%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

+0.68 (+1.49%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.37 (+0.92%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.36 (+0.26%)

USD 4.72B
IOO:AU iSharesGlobal 100

+1.44 (+0.97%)

USD 4.51B

ETFs Containing IVV:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.29% 13% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.29% 11% F 40% F
Trailing 12 Months  
Capital Gain 11.63% 85% B 72% C
Dividend Return 0.60% 6% D- 4% F
Total Return 12.24% 79% B- 70% C-
Trailing 5 Years  
Capital Gain 96.03% 92% A 81% B-
Dividend Return 7.43% 8% B- 11% F
Total Return 103.47% 88% B+ 79% B-
Average Annual (5 Year Horizon)  
Capital Gain -8.33% 3% F 28% F
Dividend Return -7.58% 4% F 28% F
Total Return 0.75% 17% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 50.30% 2% F 38% F
Risk Adjusted Return -15.07% 13% F 31% F
Market Capitalization 11.33B 99% N/A 96% N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.