IVV ETF Analysis: Core SP500 | NYSE

Large Blend | NYSE, USA | Market Cap: 832.915m USD | 12M Return: 20.3% | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, US Equities, Index Tracking, S&P Exposure
Total Rating 62
Safety 47
Buy Signal -0.17
Large Blend
Category Rotation: -3.0
TER: 0.03%
AUM: 833B
Avg Turnover: 4.21B
Risk 3d forecast
Volatility12.1%
VaR 5th Pctl2.28%
VaR vs Median4.57%
Reward TTM
Sharpe Ratio1.19
Rel. Str. IBD53.5
Rel. Str. Peer Group58.6
Character TTM
Beta0.996
Beta Downside0.989
Hurst Exponent0.474
Drawdowns 3y
Max DD18.75%
CAGR/Max DD1.05
CAGR/Mean DD9.39

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 0
Feb -2.0% 29
Mar -0.5% 11
Apr +0.1% 0
May +0.5% 14
Jun -0.3% 11
Jul +0.8% 22
Aug -0.4% 22
Sep -1.2% 23
Oct +0.1% 8
Nov +1.6% 31
Dec -0.4% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IVV Core SP500

The iShares Core S&P 500 ETF (IVV) is a passively managed exchange-traded fund that tracks the S&P 500 Index, a benchmark measuring the performance of large-capitalization U.S. equities maintained by S&P Dow Jones Indices (SPDJI). Under its 80% investment policy, the fund holds component securities of the underlying index and instruments with substantially identical economic characteristics, while the remaining assets may be allocated to futures, options, swap contracts, and cash equivalents.

IVV is classified as a Large Blend ETF and targets the U.S. mega-cap equity segment, offering investors broad exposure to leading American companies across multiple industries. Launched in 2000, the fund follows a passive indexing business model, generating returns that mirror its benchmark rather than seeking to outperform it through active stock selection.

Headlines to Watch Out For
  • Mega-cap tech concentration amplifies S&P 500 weighting risk
  • Federal Reserve rate cuts lift equity valuations across sectors
  • ETF fee competition pressures expense ratios amid record AUM inflows
What is the price of IVV shares?

As of July 23, 2026, the stock is trading at USD 750.93 with a total of 3,616,165 shares traded. Over the past week, the price has changed by -0.98%, over one month by +0.42%, over three months by +5.37% and over the past year by +20.29%.

Current recommended Stop Loss: 732.80 (which is 2.4% or 2.2 ATR below the current price).

Is IVV a buy, sell or hold?

Core SP500 has no consensus analysts rating.