IVViShares Core S&P 500 ETF
IVV Fund Description
IVV 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 several ETFs that track the S&P 500 Index-delivers excellent large-cap exposure. 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. IVV is structured as a 1940 Act Fund, which compared to other structures, makes this favorable for buy and hold investors as dividends can be reinvested when paid. The fund also discloses daily positions unlike some others.
IVV MSCI ESG Analytics Insight
iShares Core S&P 500 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.48 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares Core S&P 500 ETF ranks in the 38th percentile within its peer group and in the 46th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IVV Summary Data
IVV Portfolio Data
IVV Index Data
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 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.
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