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
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 May 21, 2019 the iShares Core S&P 500 ETF MSCI ESG Fund Quality Score is 5.57 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 63th percentile within its peer group and in the 53th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IVV CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
IVV Top 10 Countries
IVV Top 10 Sectors
IVV Top 10 Holdings [View All]
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
IVV
IVV TOP 10 HOLDINGS[View All]
IVV Countries
IVV
IVV Regions
IVV
IVV Economic Development
IVV
IVV Performance Statistics
IVV MSCI ESG Ratings
IVV BENCHMARK COMPARISON SUMMARY
IVV
IVV BENCHMARK COMPARISON MARKET CAP SIZE
IVV
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.
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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.