IVV Core S&P 500 ETF
- Large Cap Blend Equities
IVV - Profile
- Issuer: iShares
- Structure: ETF
- Expense Ratio: 0.07%
- ETF Home Page: IVV
- Inception: May 15, 2000
- Tax Form: 1099
- IVV Tracks This Index: S&P 500 Index
- 52 Week Lo: $181.31
- 52 Week Hi: $215.23
- AUM: $71,277.3 M
- Shares: 331.8 M
Alternative ETFs in the Large Cap Blend Equities Category
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.
IVV - Realtime Rating
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 IVV 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 - Analyst Report
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 IVV and compare it to similar peer ETFs within its ETFdb Category.
IVV - HoldingsFilings Data as of: May 04, 2015
Top Ten Holdings
AAPL 3.93%Apple Inc
MSFT 2.15%Microsoft Corp
XOM 1.98%Exxon Mobil Corporation
JNJ 1.49%Johnson & Johnson
GE 1.47%General Electric Co
WFC 1.39%Wells Fargo & Co
BRK.B 1.39%Berkshire Hathaway Inc Class B
JPM 1.27%JPMorgan Chase & Co
PG 1.16%Procter & Gamble Co
VZ 1.13%Verizon Communications Inc
This section compares how balanced and deep IVV is relative to the peer group ETFdb Category.
IVV Asset Allocation
IVV Sector Breakdown
IVV Market Cap Breakdown
IVV Region Breakdown
IVV Market Tier Breakdown
IVV Country Breakdown
IVV - Expenses & Fees
This section compares the cost efficiency of IVV to peers in the same ETFdb Category.
Expenses Ratio Analysis
Commission Free Trading in IVV
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:
IVV - Performance
This section shows how IVV has performed relative to its peer group ETFdb Category.
IVV - Charts
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.
IVV - Technicals
IVV Volatility Analysis
This section shows how the volatility of IVV compares to the peer group ETFdb Category.
- 20 Day MA: $212.50
- 60 Day MA: $210.62
- MACD 15 Period: 1.73
- MACD 100 Period: 5.79
- Williams % Range 10 Day: 14.78
- Williams % Range 20 Day: 10.86
- RSI 10 Day: 60
- RSI 20 Day: 57
- RSI 30 Day: 56
- Ultimate Oscillator: 62
IVV Bollinger Bands
- Lower Bollinger (10 Day): $211.02
- Upper Bollinger (10 Day): $215.97
- Lower Bollinger (20 Day): $209.39
- Upper Bollinger (20 Day): $215.61
- Lower Bollinger (30 Day): $209.19
- Upper Bollinger (30 Day): $215.09
IVV Support & Resistance
- Support Level 1: n/a
- Support Level 2: $213.97
- Resistance Level 1: n/a
- Resistance Level 2: $215.23
- Stochastic Oscillator %D (1 Day): 45.02
- Stochastic Oscillator %D (5 Day): 71.41
- Stochastic Oscillator %K (1 Day): 53.19
- Stochastic Oscillator %K (5 Day): 77.00
Latest IVV News
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