(IVV) iShares Core SP500 - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642872000

Stocks, Securities, Futures, Options, Swaps, Cash Equivalents

Description: IVV iShares Core SP500

The iShares Core S&P 500 ETF (IVV) is designed to track the performance of the S&P 500 index, which represents the large-capitalization segment of the US equity market. By investing at least 80% of its assets in the component securities of the S&P 500 index, the fund provides broad diversification and exposure to the US stock markets largest and most liquid companies.

From a portfolio perspective, IVV offers a blend of growth and value stocks across various sectors, with a market-capitalization weighted approach that ensures the largest companies have a greater representation in the fund. This ETF is suitable for investors seeking long-term capital appreciation and dividend income, as the S&P 500 index has historically delivered strong returns over the long term.

Key performance indicators (KPIs) for IVV include its tracking error, expense ratio, and dividend yield. The funds tracking error is typically very low, indicating that it closely follows the performance of the S&P 500 index. The expense ratio is also very competitive, making it an attractive option for cost-conscious investors. Additionally, the dividend yield is generally in line with the overall S&P 500 index, providing a relatively stable source of income.

From a risk management perspective, IVVs diversification across various sectors and companies helps to mitigate stock-specific risk. However, the fund is still exposed to overall market risk, and its performance can be affected by macroeconomic factors such as interest rates, inflation, and economic growth. Investors should consider their overall investment objectives and risk tolerance before investing in IVV.

Additional Sources for IVV ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

IVV ETF Overview

Market Cap in USD 630,645m
Category Large Blend
TER 0.03%
IPO / Inception 2000-05-15

IVV ETF Ratings

Growth Rating 72.7
Fundamental -
Dividend Rating 53.3
Rel. Strength 0.03
Analysts -
Fair Price Momentum 611.09 USD
Fair Price DCF -

IVV Dividends

Dividend Yield 12m 1.32%
Yield on Cost 5y 2.64%
Annual Growth 5y 5.29%
Payout Consistency 97.9%
Payout Ratio %

IVV Growth Ratios

Growth Correlation 3m 97.6%
Growth Correlation 12m 47.9%
Growth Correlation 5y 84.1%
CAGR 5y 15.84%
CAGR/Max DD 5y 0.65
Sharpe Ratio 12m 1.09
Alpha 0.01
Beta 1.002
Volatility 9.63%
Current Volume 2932.7k
Average Volume 20d 4803.3k
Stop Loss 612 (-3%)
What is the price of IVV shares?
As of July 19, 2025, the stock is trading at USD 630.93 with a total of 2,932,685 shares traded.
Over the past week, the price has changed by +0.33%, over one month by +5.37%, over three months by +19.72% and over the past year by +14.20%.
Is iShares Core SP500 a good stock to buy?
Yes. Based on ValueRay's Analyses, iShares Core SP500 (NYSE ARCA:IVV) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 72.70 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IVV is around 611.09 USD . This means that IVV is currently overvalued and has a potential downside of -3.14%.
Is IVV a buy, sell or hold?
iShares Core SP500 has no consensus analysts rating.
What are the forecasts for IVV share price target?
According to our own proprietary Forecast Model, IVV iShares Core SP500 will be worth about 714.9 in July 2026. The stock is currently trading at 630.93. This means that the stock has a potential upside of +13.31%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 714.9 13.3%