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Values as of: 2025-05-18
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 597.04Change
0.00 (0.00)%Market Cap
N/AVolume
3.59MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-05-18
ETF | Large Blend |
Last Closing
USD 597.04Change
0.00 (0.00)%Market Cap
N/AVolume
3.59MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
N/A |
USD 473.09B |
SPLG | SPDR® Portfolio S&P 500 ETF |
N/A |
USD 68.24B |
SCHX | Schwab U.S. Large-Cap ETF |
N/A |
USD 53.78B |
DYNF | BlackRock US Equity Factor Rot.. |
N/A |
USD 17.32B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
N/A |
USD 11.80B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
N/A |
USD 10.11B |
SPLV | Invesco S&P 500® Low Volatili.. |
N/A |
USD 7.56B |
JQUA | JPMorgan U.S. Quality Factor E.. |
N/A |
USD 6.13B |
DIVO | Amplify CWP Enhanced Dividend .. |
N/A |
USD 4.33B |
SCHK | Schwab 1000 ETF |
N/A |
USD 4.15B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
IHVV:AU | iShares S&P 500 AUD Hedge.. | 101.07 % | 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 |
SPYT | Tidal Trust II Defiance S.. | 100.00 % | 0.00 % |
N/A |
USD 0.11B |
IVV:AU | iShares Core S&P 500 AUD | 99.96 % | 0.00 % |
N/A |
USD 11.33B |
HEQT | Simplify Exchange Traded .. | 99.41 % | 0.00 % |
N/A |
USD 0.39B |
SHDG | Soundwatch Hedged Equity .. | 99.06 % | 0.00 % |
N/A |
USD 0.15B |
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 |
SPBC | Simplify U.S. Equity PLUS.. | 78.20 % | 0.00 % |
N/A |
USD 0.03B |
RSSY | Tidal Trust II Return Sta.. | 73.17 % | 0.00 % |
N/A |
USD 0.11B |
RSST | Return Stacked U.S. Stock.. | 72.60 % | 0.00 % |
N/A |
USD 0.25B |
AOA | iShares Core Aggressive A.. | 46.09 % | 0.18 % |
N/A |
USD 2.32B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
AOR | iShares Core Growth Alloc.. | 34.70 % | 0.18 % |
N/A |
USD 2.38B |
MAPP | Harbor ETF Trust | 25.48 % | 0.00 % |
N/A |
USD 5.31M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 24.48 % | 0.00 % |
N/A |
CAD 0.08B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 24.48 % | 0.00 % |
N/A |
N/A |
AOM | iShares Core Moderate All.. | 23.22 % | 0.18 % |
N/A |
USD 1.50B |
SPQ | Simplify Exchange Traded .. | 20.19 % | 0.00 % |
N/A |
USD 2.63M |
AOK | iShares Core Conservative.. | 17.45 % | 0.18 % |
N/A |
USD 0.63B |
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 .. | 5.42 % | 0.00 % |
N/A |
CAD 0.20B |
OCIO | ClearShares OCIO ETF | 4.33 % | 0.54 % |
N/A |
USD 0.15B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
N/A |
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 | |
XAW:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.22 % |
N/A |
CAD 2.82B |
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 11.46B |
XUS:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.11 % |
N/A |
CAD 8.70B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
N/A |
CAD 1.13B |
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 % |
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 0.52B |
SPD | Simplify US Equity PLUS D.. | 0.00 % | 0.00 % |
N/A |
USD 0.07B |
SPUC | Simplify US Equity PLUS U.. | 0.00 % | 0.00 % |
N/A |
USD 0.10B |
SPYC | Simplify US Equity PLUS C.. | 0.00 % | 0.00 % |
N/A |
USD 0.06B |
XAW-U:CA | iShares Core MSCI All Cou.. | 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 vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 1.42% | 53% | F | 61% | D- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 1.42% | 51% | F | 57% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 12.20% | 68% | D+ | 78% | C+ | ||
Dividend Return | 1.12% | 85% | B | 24% | F | ||
Total Return | 13.32% | 79% | B- | 76% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 103.77% | 85% | B | 75% | C | ||
Dividend Return | 10.59% | 73% | C | 25% | F | ||
Total Return | 114.37% | 83% | B | 72% | C | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 13.49% | 83% | B | 77% | C+ | ||
Dividend Return | 14.81% | 83% | B | 76% | C+ | ||
Total Return | 1.32% | 70% | C- | 31% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 16.70% | 58% | F | 59% | D- | ||
Risk Adjusted Return | 88.70% | 80% | 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