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Upturn AI SWOT - About
iShares Core S&P Total U.S. Stock Market ETF (ITOT)
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Upturn Advisory Summary
10/29/2025: ITOT (4-star) is a STRONG-BUY. BUY since 119 days. Simulated Profits (18.30%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 44.66% | Avg. Invested days 79 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 104.69 - 134.75 | Updated Date 06/29/2025 |
52 Weeks Range 104.69 - 134.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core S&P Total U.S. Stock Market ETF
ETF Overview
Overview
The iShares Core S&P Total U.S. Stock Market ETF (ITOT) seeks to track the investment results of a broad-based index composed of U.S. equities, representing the entire U.S. stock market spectrum. It aims to provide diversified exposure across all capitalization segments and sectors.
Reputation and Reliability
BlackRock is the world's largest asset manager, with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with expertise in index tracking and ETF management.
Investment Objective
Goal
To track the investment results of the S&P Total Market Index, providing exposure to the entire U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the S&P Total Market Index.
Composition The ETF holds a diversified portfolio of U.S. stocks, spanning across large-cap, mid-cap, small-cap, and micro-cap companies.
Market Position
Market Share: ITOT holds a significant market share within the total US stock market ETF category.
Total Net Assets (AUM): 49070000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- Schwab Total Stock Market ETF (SCHB)
- SPDR Portfolio Total Stock Market ETF (SPTM)
Competitive Landscape
The total US stock market ETF category is highly competitive, with ITOT competing with other low-cost, broad-market ETFs. ITOT's large AUM and low expense ratio are advantages, while VTI's slightly lower expense ratio and larger AUM offer benefits to some investors. Smaller ETFs may struggle to gain traction compared to the dominant players.
Financial Performance
Historical Performance: ITOT's performance closely tracks the S&P Total Market Index, exhibiting strong correlation with the overall U.S. equity market.
Benchmark Comparison: ITOT generally exhibits a tracking error of less than 0.05% annually when compared to its benchmark index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
ITOT exhibits high liquidity with an average daily trading volume of over 2 million shares, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for ITOT is typically very tight, often less than $0.01, minimizing trading costs.
Market Dynamics
Market Environment Factors
ITOT's performance is influenced by broad economic indicators, interest rates, inflation, and overall investor sentiment towards the U.S. stock market.
Growth Trajectory
ITOT's growth mirrors the overall growth of the U.S. stock market, with holdings regularly adjusted to reflect changes in market capitalization and company composition.
Moat and Competitive Advantages
Competitive Edge
ITOT benefits from BlackRock's brand recognition, extensive distribution network, and economies of scale. Its very low expense ratio is a major advantage. ITOT's adherence to a passive index tracking strategy ensures consistent exposure to the entire U.S. stock market, appealing to investors seeking broad diversification. This, coupled with high liquidity, makes it a compelling option in a competitive market.
Risk Analysis
Volatility
ITOT's volatility is comparable to the overall U.S. stock market, reflecting the diversified nature of its holdings.
Market Risk
ITOT is subject to market risk, meaning its value can fluctuate due to economic downturns, geopolitical events, and changes in investor sentiment. This can lead to potential losses for investors.
Investor Profile
Ideal Investor Profile
The ideal investor for ITOT is someone seeking broad exposure to the U.S. stock market at a low cost. It is suitable for both beginner and experienced investors who want a diversified, passive investment.
Market Risk
ITOT is best suited for long-term investors who want to track the performance of the entire U.S. stock market. It can also be used by active traders seeking short-term exposure, although the diversification might dilute short-term gains.
Summary
The iShares Core S&P Total U.S. Stock Market ETF (ITOT) provides comprehensive exposure to the entire U.S. stock market, tracking the S&P Total Market Index. Managed by BlackRock, it boasts a very low expense ratio and high liquidity. While subject to market risk, its diversified holdings make it suitable for long-term investors seeking broad, passive exposure to the U.S. equity market. Its competitiveness in the market is enhanced by BlackRock's strong reputation and extensive resources.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
- BlackRock prospectuses and fact sheets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core S&P Total U.S. Stock Market ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index consists of all U.S. common equities listed on the NYSE, the NASDAQ Global Select Market, the NASDAQ Select Market, the NASDAQ Capital Market, Cboe BZX, Cboe BYX, Cboe EDGA and Cboe EDGX, Inc. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.