(IVV) Core SP500 - Overview
Etf: Stocks, Equities, Large
| Risk 5d forecast | |
|---|---|
| Volatility | 16.8% |
| Relative Tail Risk | 4.51% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.81 |
| Alpha | 0.09 |
| Character TTM | |
|---|---|
| Beta | 0.997 |
| Beta Downside | 0.980 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.75% |
| CAGR/Max DD | 1.19 |
Description: IVV Core SP500 March 04, 2026
IVV is an Exchange Traded Fund (ETF) designed to track the performance of the S&P 500 Index. This index represents the large-capitalization segment of the U.S. equity market, comprising 500 leading publicly traded companies across various sectors.
The fund primarily invests at least 80% of its assets in the securities that make up the S&P 500. This passive investment strategy aims to replicate the indexs returns rather than outperform it through active stock selection. The remaining 20% of assets may be allocated to derivatives like futures, options, and swap contracts, or held as cash and cash equivalents, providing flexibility for managing liquidity and tracking error.
To deepen your understanding of IVVs performance and holdings, further research on platforms like ValueRay can be beneficial.
Headlines to watch out for
- US equity market performance dictates fund value
- Large-cap stock trends directly impact ETF returns
- S&P 500 index fluctuations drive IVV price
- Investor sentiment towards US economy affects demand
What is the price of IVV shares?
Over the past week, the price has changed by -2.04%, over one month by -3.11%, over three months by -1.35% and over the past year by +21.41%.
Is IVV a buy, sell or hold?
What are the forecasts/targets for the IVV price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |