Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Core S&P 500 ETF (IVV)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: IVV (4-star) is a STRONG-BUY. BUY since 89 days. Simulated Profits (13.47%). 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 49.32% | Avg. Invested days 74 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 482.49 - 619.31 | Updated Date 06/29/2025 |
52 Weeks Range 482.49 - 619.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core S&P 500 ETF
ETF Overview
Overview
The iShares Core S&P 500 ETF (IVV) seeks to track the investment results of the S&P 500, representing large-cap U.S. equities. It aims for comprehensive exposure to the broad U.S. stock market, primarily allocating assets to various sectors according to the S&P 500's composition. Its investment strategy involves replicating the index by holding all or a representative sample of its constituent stocks.
Reputation and Reliability
iShares, a brand of BlackRock, is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
BlackRock has extensive experience in managing ETFs and other investment products, with a skilled team overseeing the iShares Core S&P 500 ETF.
Investment Objective
Goal
To track the investment results of the S&P 500 index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the S&P 500 index.
Composition The ETF primarily holds stocks included in the S&P 500, representing a broad range of large-cap U.S. companies across various sectors.
Market Position
Market Share: IVV holds a significant market share within the S&P 500 ETF category.
Total Net Assets (AUM): 460000000000
Competitors
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, with SPY, VOO, and IVV being the dominant players. IVV offers a slightly lower expense ratio compared to SPY but is similar to VOO, making it an attractive option for cost-conscious investors. SPY has higher liquidity, while VOO and IVV tend to be preferred for long-term buy-and-hold strategies due to their expense ratios.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial sources. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the S&P 500 index, with slight deviations due to expenses and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF exhibits high liquidity with a robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting high liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all influence the performance of the S&P 500 and, consequently, the ETF.
Growth Trajectory
The ETF's growth trajectory is tied to the overall performance of the U.S. stock market and the S&P 500 index. Changes in strategy and holdings are rare, focusing on maintaining index replication.
Moat and Competitive Advantages
Competitive Edge
IVV's competitive edge lies in its low expense ratio, broad market exposure, and the strength of the iShares brand. Its simple index-tracking strategy provides transparent and reliable access to the S&P 500. The ETF benefits from BlackRock's efficient management and scale, contributing to cost-effectiveness. These factors make it a popular choice for investors seeking core U.S. equity exposure.
Risk Analysis
Volatility
The ETF's volatility mirrors that of the S&P 500 index, reflecting the overall market's fluctuations.
Market Risk
The primary risk is market risk, where the value of the ETF declines due to adverse market conditions or economic downturns affecting the underlying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to the U.S. stock market with a long-term investment horizon.
Market Risk
This ETF is suitable for long-term investors and passive index followers.
Summary
The iShares Core S&P 500 ETF (IVV) is a low-cost and highly liquid ETF designed to replicate the performance of the S&P 500 index. It offers broad exposure to the U.S. large-cap equity market, making it a suitable core holding for diversified portfolios. Its low expense ratio and strong backing by BlackRock contribute to its appeal. While subject to market risk, IVV provides a simple and efficient way to track the S&P 500's performance over the long term.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is estimated and may vary depending on the source.
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 500 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the large-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its 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.