iShares Core S&P 500 ETF (IVV)

At A Glance

You hold IVV in 0 portfolios

Price

429.25USD

 6.95 +1.65%

4:10pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 -10.01%
Classification
S&P 500 Index
3 Year Return (Annualized)
 13.33%
52 Week High
$482.07
52 Week Low
$364.03
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Lipper Peer3 Risk & Returns Scanner

IVV — More Risk, More Return

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IVV outperforms 77 funds in its category for 3 Year Return, which is higher than the category median.

IVV has a higher risk than 71 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare IVV to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.03
 
 
IVV
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$18 in fees
$20,429 before
 
$20,411 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Aug 12, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
IVV18.6390.601011
Lipper S&P 500 Fund IX
Lipper Classification Index
18.5850.590.0181.0021
S&P 500 TR IX
Broad-Based Index
18.6380.603-0.00311

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YTD Return
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3Yr Return
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5Yr Return
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HULIX's YTD Return outperformed IVV

YTD Return
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3Yr Return
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5Yr Return
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AFVLX's YTD Return outperformed IVV

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YTD Return
 -6.7%
3Yr Return
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5Yr Return
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DGRW's YTD and 5 year Returns outperformed IVV

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