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Values as of: 2025-06-05
IVV:NYE-iShares Core S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 595.98Change
-2.79 (-0.47)%Market Cap
N/AVolume
5.14MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-06-05
ETF | Large Blend |
Last Closing
USD 595.98Change
-2.79 (-0.47)%Market Cap
N/AVolume
5.14MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-1.62 (-0.55%) |
USD 473.09B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.33 (-0.47%) |
USD 68.24B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.11 (-0.47%) |
USD 53.78B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.29 (-0.55%) |
USD 17.32B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.37 (-0.32%) |
USD 12.98B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.34 (-0.47%) |
USD 10.11B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.26 (-0.36%) |
USD 7.93B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.14 (-0.24%) |
USD 6.13B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.07 (-0.17%) |
USD 4.33B |
SCHK | Schwab 1000 ETF |
-0.14 (-0.49%) |
USD 4.15B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
IHVV:AU | Ishares S&P 500 Aud Hedge.. | 101.07 % | 0.00 % |
-0.06 (-0.20%) |
USD 2.17B |
GGUS:AU | Betashares Geared US EQTY.. | 100.00 % | 0.00 % |
-0.10 (-0.20%) |
USD 0.02B |
UMAX:AU | Betashares S&P 500 Yield .. | 100.00 % | 0.00 % |
-0.14 (-0.20%) |
USD 0.26B |
SPYT | Tidal Trust II Defiance S.. | 100.00 % | 0.00 % |
-0.03 (-0.20%) |
USD 0.11B |
IVV:AU | Ishares S&P 500 ETF | 99.96 % | 0.00 % |
-0.38 (-0.20%) |
USD 11.33B |
1655:TSE | iShares S&P 500 ETF | 99.62 % | 0.00 % |
-4.00 (-0.20%) |
USD 80.07B |
HEQT | Simplify Exchange Traded .. | 99.28 % | 0.00 % |
-0.02 (-0.20%) |
USD 0.36B |
SHDG | Soundwatch Hedged Equity .. | 99.06 % | 0.00 % |
-0.08 (-0.20%) |
USD 0.15B |
IVVB | Blackrock ETF Trust II - .. | 99.03 % | 0.00 % |
-0.02 (-0.20%) |
N/A |
ROMO | Strategy Shares Newfound/.. | 99.01 % | 0.00 % |
-0.09 (-0.20%) |
USD 0.03B |
IVVM | BlackRock ETF Trust II - .. | 98.88 % | 0.00 % |
+0.01 (+-0.20%) |
N/A |
TWOX | iShares Large Cap Acceler.. | 98.87 % | 0.00 % |
-0.05 (-0.20%) |
N/A |
SPBC | Simplify U.S. Equity PLUS.. | 79.43 % | 0.00 % |
-0.34 (-0.20%) |
USD 0.04B |
1657:TSE | iShares Core MSCI Kokusai.. | 74.86 % | 0.00 % |
-19.00 (-0.20%) |
USD 23.57B |
RSSY | Tidal Trust II Return Sta.. | 73.17 % | 0.00 % |
-0.15 (-0.20%) |
USD 0.11B |
RSST | Return Stacked U.S. Stock.. | 72.60 % | 0.00 % |
-0.17 (-0.20%) |
USD 0.25B |
NSPL | 38.36 % | 0.00 % |
N/A |
N/A | |
MAPP | Harbor ETF Trust | 25.48 % | 0.00 % |
-0.08 (-0.20%) |
USD 5.31M |
ESPX:CA | Evolve S&P 500® Enhanced.. | 24.48 % | 0.00 % |
-0.13 (-0.20%) |
CAD 0.08B |
ESPX-B:CA | Evolve S&P 500 Enhanced Y.. | 24.48 % | 0.00 % |
+0.04 (+-0.20%) |
N/A |
SPQ | Simplify Exchange Traded .. | 20.19 % | 0.00 % |
N/A |
USD 2.63M |
MRSK | Northern Lights Fund Trus.. | 14.96 % | 0.00 % |
-0.13 (-0.20%) |
N/A |
FDCE | Foundations Dynamic Core .. | 13.60 % | 0.00 % |
-0.01 (-0.20%) |
N/A |
PFAA:CA | Picton Mahoney Fortified .. | 5.42 % | 0.00 % |
+0.02 (+-0.20%) |
CAD 0.20B |
AOA | iShares Core Aggressive A.. | 0.00 % | 0.18 % |
-0.39 (-0.20%) |
USD 2.32B |
AOK | iShares Core Conservative.. | 0.00 % | 0.18 % |
-0.11 (-0.20%) |
USD 0.63B |
AOM | iShares Core Moderate All.. | 0.00 % | 0.18 % |
-0.08 (-0.20%) |
USD 1.50B |
AOR | iShares Core Growth Alloc.. | 0.00 % | 0.18 % |
-0.18 (-0.20%) |
USD 2.38B |
MATH | Metalpha Technology Holdi.. | 0.00 % | 1.35 % |
-0.11 (-0.20%) |
USD 0.11B |
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 % |
-0.19 (-0.20%) |
CAD 2.82B |
XGC:CA | Xali Gold Corp | 0.00 % | 0.74 % |
+0.01 (+-0.20%) |
USD 9.11M |
XSP:CA | iShares Core S&P 500 (CAD.. | 0.00 % | 0.11 % |
-0.31 (-0.20%) |
CAD 11.46B |
XUS:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.11 % |
-0.38 (-0.20%) |
CAD 8.70B |
XWD:CA | iShares MSCI World Index .. | 0.00 % | 0.47 % |
-0.51 (-0.20%) |
CAD 1.13B |
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 % |
-0.11 (-0.20%) |
USD 0.15B |
PFAE:CA | Picton Mahoney Fortified .. | 0.00 % | 0.00 % |
-0.11 (-0.20%) |
N/A |
DYHG | 0.00 % | 0.00 % |
N/A |
N/A | |
SSUS | Day Hagan/Ned Davis Resea.. | 0.00 % | 0.00 % |
-0.21 (-0.20%) |
USD 0.52B |
SPD | Simplify US Equity PLUS D.. | 0.00 % | 0.00 % |
-0.34 (-0.20%) |
USD 0.08B |
SPUC | Simplify US Equity PLUS U.. | 0.00 % | 0.00 % |
-0.58 (-0.20%) |
USD 0.12B |
SPYC | Simplify US Equity PLUS C.. | 0.00 % | 0.00 % |
-0.44 (-0.20%) |
USD 0.08B |
XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
+0.14 (+-0.20%) |
N/A |
XUS-U:CA | iShares Core S&P 500 Inde.. | 0.00 % | 0.00 % |
-0.22 (-0.20%) |
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 | 1.24% | 57% | F | 61% | D- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 1.24% | 54% | F | 56% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 10.90% | 63% | D | 75% | C | ||
Dividend Return | 1.11% | 84% | B | 24% | F | ||
Total Return | 12.01% | 69% | C- | 72% | C | ||
Trailing 5 Years | |||||||
Capital Gain | 85.96% | 77% | C+ | 79% | B- | ||
Dividend Return | 9.69% | 76% | C+ | 26% | F | ||
Total Return | 95.65% | 82% | B | 77% | C+ | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 13.22% | 83% | B | 78% | C+ | ||
Dividend Return | 14.54% | 83% | B | 77% | C+ | ||
Total Return | 1.31% | 70% | C- | 31% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 16.51% | 59% | D- | 57% | F | ||
Risk Adjusted Return | 88.08% | 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