iShares Core S&P 500 ETF (IVV)

Overview

The iShares Core S&P 500 ETF (IVV) seeks to track the investment results of the S&P 500 index, representing large-cap U.S. equities. It offers broad diversification across various sectors and is designed for investors seeking long-term capital appreciation. IVV primarily invests in stocks, mirroring the S&P 500 composition.

Reputation and Reliability

iShares is a well-established and reputable issuer known for providing reliable and diverse ETF offerings.

Management Expertise

BlackRock, the issuer of iShares, has extensive experience and expertise in managing ETFs and other investment products.

Goal

The primary investment goal of IVV is to track the investment results of the S&P 500 index.

Investment Approach and Strategy

Strategy: IVV employs a passive investment strategy, aiming to replicate the S&P 500 index as closely as possible.

Composition IVV's composition primarily consists of stocks of the 500 largest U.S. companies, mirroring the S&P 500 index.

Market Share: IVV holds a significant market share within the S&P 500 ETF category.

Total Net Assets (AUM): 468930000000

Key Competitors

• SPDR S&P 500 ETF Trust (SPY)
• Vanguard S&P 500 ETF (VOO)

Competitive Landscape

The S&P 500 ETF market is highly competitive, dominated by a few major players. IVV's lower expense ratio gives it an advantage over SPY, while VOO offers a similar low-cost structure. All three ETFs offer very similar performance due to tracking the same index.

Historical Performance: IVV has historically delivered returns closely aligned with the S&P 500 index. Performance data varies year to year. (Data available from fund factsheet)

Benchmark Comparison: IVV's performance closely mirrors that of the S&P 500 index, demonstrating its effectiveness in tracking the benchmark.

Expense Ratio: 0.03

Average Trading Volume

IVV exhibits high liquidity with a substantial average daily trading volume.

Bid-Ask Spread

IVV generally has a narrow bid-ask spread, indicating efficient trading.

Market Environment Factors

IVV's performance is heavily influenced by broad economic trends, investor sentiment, and the performance of large-cap U.S. equities.

Growth Trajectory

IVV's growth trajectory is tied to the overall performance of the S&P 500 index, with changes in strategy and holdings minimal due to its passive nature.

Competitive Edge

IVV's competitive advantages lie in its low expense ratio, the backing of a reputable issuer (BlackRock), and its tight tracking of the S&P 500 index. Its core status within iShares further contributes to its appeal. The scale and liquidity are significant advantages, particularly for large institutional investors. Being a 'core' holding often translates to consistent inflows.

Volatility

IVV's volatility is generally comparable to the S&P 500 index, reflecting broad market movements.

Market Risk

IVV is subject to market risk, including the potential for losses due to declines in the overall stock market.

Ideal Investor Profile

The ideal investor for IVV is someone seeking broad exposure to the U.S. large-cap equity market with a long-term investment horizon.

Market Risk

IVV is suitable for long-term investors and passive index followers who want to match the returns of the S&P 500.

The iShares Core S&P 500 ETF (IVV) is a low-cost, highly liquid ETF that tracks the S&P 500 index, providing broad exposure to the U.S. large-cap equity market. Its low expense ratio and strong tracking performance make it a popular choice for long-term investors and those seeking to match market returns. It is a core holding for many portfolios, making it suitable for investors seeking passive index exposure.

Data Sources:

• iShares website
• Bloomberg
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Market share data is approximate and subject to change.