(IVV) Core SP500 - Overview
ETF Category: Large Blend | Exchange: NYSE ARCA (USA) | Market Cap: 854.917m USD | Total Return: 25.9% in 12m
Avg Turnover: 3.67B
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares Core S&P 500 ETF (IVV) tracks the performance of the S&P 500 Index, providing exposure to the large-capitalization segment of the U.S. equity market. The fund maintains a policy of investing at least 80% of its assets in the indexs underlying securities to replicate the benchmarks returns. To optimize liquidity and tracking precision, the fund may allocate up to 20% of its portfolio to cash equivalents and derivatives such as futures, options, and swap contracts.
The large-cap blend category typically includes established companies with market capitalizations exceeding $10 billion, often characterized by stable earnings and global operations. This investment model utilizes a passive management strategy, which aims to minimize turnover and lower internal expense ratios compared to actively managed funds. For a deeper look at valuation metrics and historical trends, consider reviewing the detailed data available on ValueRay.
- Broad U.S. equity market performance dictates underlying asset valuation and fund pricing
- Federal Reserve interest rate policy shifts influence corporate earnings and valuation multiples
- Technology sector concentration increases volatility and drives overall index return performance
- Institutional and retail capital flows into passive investment vehicles affect liquidity levels
- U.S. corporate tax policy changes directly impact net income of component companies
As of June 06, 2026, the stock is trading at USD 740.91 with a total of 9,643,823 shares traded.
Over the past week, the price has changed by -2.52%,
over one month by +1.92%,
over three months by +8.54% and
over the past year by +25.86%.
Core SP500 has no consensus analysts rating.