(IVV) Core SP500 - Overview

ETF Category: Large Blend | Exchange: NYSE ARCA (USA) | Market Cap: 831.960m USD | Total Return: 30% in 12m

Equity Shares, Index Tracking, Derivatives, Cash Equivalents
Total Rating 65
Safety 40
Buy Signal 0.54
Large Blend
Category Rotation: -0.1
TER: 0.03%
AUM: 832B
Avg Turnover: 3.50B
Risk 3d forecast
Volatility10.3%
VaR 5th Pctl1.94%
VaR vs Median4.40%
Reward TTM
Sharpe Ratio1.93
Rel. Str. IBD63
Rel. Str. Peer Group66
Character TTM
Beta0.997
Beta Downside0.990
Hurst Exponent0.508
Drawdowns 3y
Max DD18.75%
CAGR/Max DD1.24
CAGR/Mean DD11.42

Warnings

No concerns identified

Tailwinds

Supp Ema8, Supp Ema20

Description: IVV Core SP500

The iShares Core S&P 500 ETF (IVV) tracks the performance of the S&P 500 Index, providing exposure to the large-capitalization segment of the U.S. equity market. The fund maintains a policy of investing at least 80% of its assets in the indexs underlying securities to replicate the benchmarks returns. To optimize liquidity and tracking precision, the fund may allocate up to 20% of its portfolio to cash equivalents and derivatives such as futures, options, and swap contracts.

The large-cap blend category typically includes established companies with market capitalizations exceeding $10 billion, often characterized by stable earnings and global operations. This investment model utilizes a passive management strategy, which aims to minimize turnover and lower internal expense ratios compared to actively managed funds. For a deeper look at valuation metrics and historical trends, consider reviewing the detailed data available on ValueRay.

Headlines to Watch Out For
  • Broad U.S. equity market performance dictates underlying asset valuation and fund pricing
  • Federal Reserve interest rate policy shifts influence corporate earnings and valuation multiples
  • Technology sector concentration increases volatility and drives overall index return performance
  • Institutional and retail capital flows into passive investment vehicles affect liquidity levels
  • U.S. corporate tax policy changes directly impact net income of component companies
What is the price of IVV shares?

As of May 29, 2026, the stock is trading at USD 758.17 with a total of 22,748,911 shares traded.
Over the past week, the price has changed by +1.80%, over one month by +6.04%, over three months by +10.27% and over the past year by +30.00%.

Is IVV a buy, sell or hold?

Core SP500 has no consensus analysts rating.