iShares Core S&P 500 (IVV) - Stock & Dividends

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US4642872000 • Large Blend

The iShares Core S&P 500 ETF (NYSE ARCA: IVV) tracks the performance of large U.S. companies, as identified by SPDJI. Most of its assets (at least 80%) are invested in the securities listed on the index or similar financial instruments. The fund may allocate up to 20% of its assets in futures, options, swaps, and cash equivalents, providing some diversification.

For more information, visit the company's official website: http://www.ishares.com. The domiciled state of this ETF is the United States.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for iShares Core S&P 500 (IVV) - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for iShares Core S&P 500 (IVV) - Stock & Dividends

IVV ETF Overview

Market Cap in USD 444,920m
Category Large Blend
TER 0.03%
IPO / Inception 2000-05-15

IVV ETF Ratings

Growth 5y 7.91
Fundamental -
Dividend 5.90
Rel. Performance vs Sector 0.01
Analysts -
Fair Price Momentum 496.66 USD
Fair Price DCF -

IVV Dividends

Yield 12m 1.38%
Yield on Cost 5y 2.58%
Dividends CAGR 5y 1.44%
Payout Consistency 97.8%

IVV Growth Ratios

Growth 12m 23.15%
Growth Correlation 12m 71%
Growth Correlation 3m 65%
CAGR 5y 13.29%
Sharpe Ratio 12m 1.53
Alpha vs SP500 12m 0.03
Beta vs SP500 5y weekly 1.00
ValueRay RSI 5.88
Volatility GJR Garch 1y 16.71%
Price / SMA 50 -2.01%
Price / SMA 200 7.84%
Current Volume 3961.6k
Average Volume 20d 6141.9k

External Links for IVV ETF

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Fund Manager Positions
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What is the price of IVV stocks?
As of April 19, 2024, the stock is trading at USD 501.88 with a total of 3,961,606 shares traded.
Over the past week, the price has changed by -3.59%, over one month by -2.59%, over three months by +5.18% and over the past year by +22.45%.
What is the forecast for IVV stock price target?
According to ValueRays Forecast Model, IVV iShares Core S&P 500 will be worth about 554.3 in April 2025. The stock is currently trading at 501.88. This means that the stock has a potential upside of +10.45%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 554.3 10.5%

The Evolution and Status of iShares Core S&P 500 ETF (IVV)

History of iShares Core S&P 500 ETF

The iShares Core S&P 500 ETF, trading under the ticker IVV on the NYSE ARCA, was introduced by BlackRock, one of the world's leading asset management firms. Since its inception, IVV has aimed to provide investors with a convenient and efficient way to gain broad exposure to the U.S. equity market, specifically by tracking the performance of the S&P 500 Index. This index includes 500 of the largest U.S. publicly traded companies and covers about 80% of the American equity market by capitalization.

Core and Side Business

At its core, IVV's business model is focused on offering an accessible investment vehicle that mirrors the performance of the S&P 500 Index. It allows investors to buy into the collective performance of these top-tier American companies without needing to invest in each one individually. This core operation simplifies the investment process, especially for individual investors looking to build a diversified portfolio.

Beyond its principal offering, iShares, as a brand under BlackRock, partakes in financial education and thought leadership. It provides resources for investors to understand market trends and investment strategies better. Although not a direct revenue source like the management of ETFs, these efforts indirectly support IVV by bolstering investor confidence and engagement.

Current Market Status

As of the most recent data, IVV remains one of the largest and most popular ETFs in the world, both in terms of assets under management (AUM) and trading volume. Its low expense ratio compared to actively managed funds and even some index funds, combined with the robust performance of the S&P 500 over time, makes it an attractive option for long-term investors. The ETF's performance generally mirrors that of the S&P 500 Index closely, thanks to its strategy of using full replication to invest in all the index's constituents.

Despite market fluctuations and the economic impacts of global events, IVV has shown resilience and continues to be a preferred choice for investors aiming to tap into the growth potential of large-cap U.S. equities. Its importance in the ETF space illustrates not only its success but also the growing trend towards passively managed investment options.