IVV Core S&P 500 ETF
- Large Cap Blend Equities
Alternative ETFs in the Large Cap Blend Equities Category
|Type||Ticker||Expense Ratio||Assets||Avg. Daily Vol||YTD Return|
|Largest (AUM)||SPY||0.09%||$162,919.3 M||147,868,352||-9.04%|
|Most Liquid (Volume)||SPY||0.09%||$162,919.3 M||147,868,352||-9.04%|
|Top YTD Performer||ELR||0.11%||$38.3 M||1,586||16.12%|
The index measures the performance of the large capitalization sector of the U.S. equity market and is considered one of the best representations of the domestic economy. Utilizing a market-cap weighting structure, this index invests in the 500 largest U.S. firms including names like Apple (AAPL), Exxon Mobil (XOM) and General Electric (GE). All companies must have a 50% public float to be considered for inclusion in the benchmark.
Realtime Rating Summary
IVV is a passive ETF that seeks to replicate S&P 500 Index. The index measures the performance of the large capitalization sector of the U.S. equity market and is considered one of the best representations of the domestic economy. Utilizing a market-cap weighting structure, this index invests in the 500 largest U.S. firms including names like Apple (AAPL), Exxon Mobil (XOM) and General Electric (GE). All companies must have a 50% public float to be considered for inclusion in the benchmark.
The adjacent table shows a Realtime Rating for several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, highlights the best rated ETF in the Large Cap Blend Equities category for each metric. To view information on how the ETFdb Realtime Ratings work, click here.
IVV has become one of the largest ETFs in the world, offering exposure to one of the world's best-known and most widely followed stock indexes. This ETF tracks the S&P 500 Index, which includes many large and well known U.S. firms. As a result, investors should think of this as a play on mega and large cap stocks in the American market. These securities are usually known as 'Blue Chips' and are some of the most famous and profitable companies in the country, including well known names such as ExxonMobil, Apple, IBM, and GE. Given this focus, IVV has obvious appeal as a core holding in a long-term, buy-and-hold portfolio; it offers cheap and relatively balanced exposure to many of the world's largest companies, giving investors a way to own a basket of companies that makes up a sizable portion of global market cap. For investors seeking exposure to the S&P 500 Index, there are multiple ETFs from which to choose. The largest is SPY, but IVV has some structural advantages over the ultra-popular SPDR. SPY is a UIT, an outdated structure that differs slightly from true 1940 Act ETFs such as IVV. This fund has the ability to lend out share (thereby generating some additional revenues) and to reinvest dividends (which can add value if markets generally trend up). As such, IVV is probably a better choice than SPY for those seeking exposure to large cap U.S. stocks as part of a long-term strategy. SPY's more liquid options market may make it useful for those implementing more advanced short-term strategies. Another alternative is VOO, which is slightly cheaper and is eligible for commission free trading within Vanguard accounts. Beyond the S&P 500, RSP may be another alternative worth a closer look; that ETF, which is a bit more expensive, holds all stocks in the S&P 500 but gives an equivalent weighting to each. As such, it might be attractive to investors looking to steer clear of the potential inefficiencies in market cap weighting methodologies.
IVV In-Depth Analysis
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb Category.
IVV HoldingsFilings Data as of: Feb 02, 2016
Top Ten Holdings
This section compares how balanced and deep this ETF is relative to the peer group ETFdb Category.
Market Cap Breakdown
Market Tier Breakdown
IVV Expenses & Fees
This section compares the cost efficiency of this ETF to peers in the same ETFdb Category.
Expenses Ratio Analysis
Commission Free Trading
Category Commission Free Trading
There are 15 other ETFs in the Large Cap Blend Equities ETFdb Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of IVV relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb Category.
- 20 Day MA: $190.28
- 60 Day MA: $200.14
- MACD 15 Period: -3.83
- MACD 100 Period: -14.36
- Williams % Range 10 Day: 78.66
- Williams % Range 20 Day: 68.80
- RSI 10 Day: 36
- RSI 20 Day: 39
- RSI 30 Day: 41
- Ultimate Oscillator: 51
- Lower Bollinger (10 Day): $185.00
- Upper Bollinger (10 Day): $195.72
- Lower Bollinger (20 Day): $185.12
- Upper Bollinger (20 Day): $195.13
- Lower Bollinger (30 Day): $181.01
- Upper Bollinger (30 Day): $206.67
Support & Resistance
- Support Level 1: $184.28
- Support Level 2: $182.31
- Resistance Level 1: $188.04
- Resistance Level 2: $189.83
- Stochastic Oscillator %D (1 Day): 57.67
- Stochastic Oscillator %D (5 Day): 33.87
- Stochastic Oscillator %K (1 Day): 57.50
- Stochastic Oscillator %K (5 Day): 45.21
Latest IVV News
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