IVV
iShares Core S&P 500 ETFIVV 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 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
iShares Core S&P 500 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.35 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 50th percentile within its peer group and in the 55th 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 Charts And Performance
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IVV Summary Data
IVV Portfolio 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 Tradability
IVV Sector/Industry Breakdown
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IVV Top 10 Holdings[View All]
IVV Countries
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IVV Regions
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IVV Economic Development
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IVV Performance Statistics
IVV MSCI ESG Ratings
IVV Benchmark Comparison Summary
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IVV Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.