IVViShares Core S&P 500 ETF
IVV Fund Description
The iShares Core S&P 500 ETF tracks a market-cap-weighted index of US large- and midcap stocks selected by the S&P Committee.
IVV Factset Analytics Insight
IVV—one of three ETFs that track the S&P 500—delivers excellent large-cap exposure at tiny all-in costs. Despite the common perception that the S&P 500 provides pure market-cap exposure to the US economy, its committee can exercise discretion to exclude specific companies. Also, IVV tilts slightly smaller than our benchmark since it reaches farther down the market-cap spectrum. Still, our analytics show these distinctions are essentially academic—the fund offers outstanding coverage. Like its direct peers—SPY & VOO— IVV charges a tiny fee and tracks its index extremely well, edging SPY by a tiny fraction in holding costs. IVV can’t match SPY’s trading volume but offers ample liquidity for investors of all stripes. The fund edges its peers in other subtle ways: it avoids the cash drag SPY wears from its UIT structure, and discloses daily positions unlike VOO.
IVV MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 24, 2018 the iShares Core S&P 500 ETF MSCI ESG Fund Quality Score is 5.28 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IVV ranks in the 68th percentile within its peer group and in the 44th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IVV CHARTS AND PERFORMANCE
IVV Top 10 Countries
IVV Top 10 Sectors
IVV Top 10 Holdings [View All]
IVV Portfolio Management
IVV Tax Exposures
IVV Fund Structure
IVV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVV. IVV is rated a 5 out of 5.
IVV Sector/Industry Breakdown
IVV TOP 10 HOLDINGS[View All]
IVV Economic Development
IVV Performance Statistics
IVV MSCI ESG Ratings
IVV BENCHMARK COMPARISON SUMMARY
IVV BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.