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iShares Core S&P 500 ETF(IVV)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVV
11/12/2026: IVV (5-star) is currently NOT-A-BUY. Pass it for now.
The iShares Core S&P 500 ETF (IVV) provides low-cost, diversified exposure to 500 of the largest U.S. companies by tracking the S&P 500 index. Known for its scale, high liquidity, and minimal tracking error, it serves as an excellent core building block for long-term investment portfolios. Investors should be aware that, as a passive fund, it is fully exposed to equity market volatility and systematic economic risks. It is best suited for long-term investors seeking consistent market returns rather than active traders. Key factors to monitor include macroeconomic trends affecting the U.S. market and any significant shifts in corporate earnings growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | IVV provides excellent exposure to the growth of the largest, most established U.S. companies. |
| Momentum investor | Strong fit while signal remains positive | When the broader market index exhibits positive momentum, IVV serves as a primary vehicle to capture that trend. |
| Value investor | Mixed fit | While the S&P 500 includes value stocks, it is a blend of growth and value and may not meet the criteria of a pure-play value investor. |
| Dividend/Income investor | Strong fit | The fund provides exposure to 500 companies, many of which are consistent dividend payers, offering reliable income potential. |
| Low-risk investor | Medium | While diversified, IVV carries full equity market risk and will experience volatility during market downturns. |
Investor Profile
Ideal Investor Profile
The ideal investor for IVV is a long-term participant looking for low-cost, tax-efficient, and diversified exposure to the U.S. economy.
Suitability
IVV is best suited for passive index followers and long-term investors building a core portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets fluctuate, and the S&P 500 will experience periods of significant price swings. |
| Market risk | High | The fund is fully exposed to systemic risks affecting the entire U.S. equity market. |
| Concentration | Medium | While diversified across sectors, the S&P 500 is market-cap weighted, leading to concentration in the largest companies. |
| Tracking/expense | Low | The fund has a very low expense ratio and demonstrates high fidelity to its benchmark index. |
| Liquidity | Low | High trading volume ensures that liquidity risk is virtually non-existent for standard retail transactions. |
| Business/sector quality | Low | The S&P 500 is composed of the largest, most profitable U.S. companies with high business quality. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IVV experiences moderate to high volatility consistent with the broader U.S. equity market cycles.
Market Risk
The fund is fully susceptible to systematic risks that affect the U.S. economy, including macroeconomic cycles and regulatory changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 99.8 | This exposure provides broad participation in the growth and profitability of the 500 largest publicly traded companies in the United States. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small cash buffer is maintained to manage daily fund flows and operational liquidity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 42.83% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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