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iShares Core S&P 500 ETF (IVV)
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Upturn Advisory Summary
06/30/2025: IVV (4-star) is a STRONG-BUY. BUY since 34 days. Profits (6.34%). 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 39.93% | Avg. Invested days 65 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 index, representing large-cap U.S. equities. It offers diversified exposure to 500 of the largest U.S. companies and aims to provide long-term capital appreciation.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally with a long history of reliable ETF management.
Management Expertise
BlackRock boasts a team of experienced investment professionals with significant expertise in index tracking and ETF management.
Investment Objective
Goal
To track the investment results of the S&P 500 index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or substantially all of the securities in the S&P 500 index.
Composition The ETF primarily holds stocks of large-cap U.S. companies included in the S&P 500 index.
Market Position
Market Share: IVV holds a significant market share within the S&P 500 ETF sector.
Total Net Assets (AUM): 463110000000
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, dominated by three major players: SPY, IVV, and VOO. IVV offers a competitive expense ratio and efficient index tracking, but faces strong competition from SPY which has higher liquidity. VOO offers a slightly lower expense ratio than IVV, making it appealing to cost-conscious investors.
Financial Performance
Historical Performance: Historical performance mirrors the S&P 500 index's returns. Investors can access this data from iShares or various financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the S&P 500 index, with slight deviations due to the expense ratio and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IVV exhibits high liquidity with robust average daily trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting high liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events influence the performance of the companies within the S&P 500 and thus, affect the ETF's returns.
Growth Trajectory
The growth trajectory of IVV is tied to the overall performance of the U.S. stock market and the S&P 500 index.
Moat and Competitive Advantages
Competitive Edge
IVV's competitive edge lies in its low expense ratio, the backing of BlackRock's strong brand, and its efficient tracking of the S&P 500. These features make it a popular choice for investors seeking broad exposure to the U.S. large-cap equity market at a low cost. Its large AUM also contributes to its liquidity. The ETF is well-diversified across sectors, reducing concentration risk compared to more specialized funds.
Risk Analysis
Volatility
IVV's volatility is similar to that of the S&P 500 index, reflecting the inherent volatility of the U.S. stock market.
Market Risk
The ETF is subject to market risk, meaning its value can decline due to broad market downturns or economic recessions. Sector-specific risks also exist depending on sector weightings within the S&P 500.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking broad exposure to the U.S. large-cap equity market for long-term capital appreciation.
Market Risk
IVV is best suited for long-term investors and passive index followers seeking to match the returns of the S&P 500.
Summary
The iShares Core S&P 500 ETF (IVV) is a passively managed fund that seeks to replicate the S&P 500 index, providing broad exposure to U.S. large-cap equities. With a low expense ratio and high liquidity, it is an attractive option for long-term investors seeking to match the market's performance. However, IVV is still susceptible to the general market risks that affect the S&P 500 index. Its backing by BlackRock provides confidence in its management and tracking capabilities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Yahoo Finance
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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.