15 important things you should know about iShares IVV

Discussion in 'Investing' started by KyleLennon, Aug 28, 2018.

  1. KyleLennon

    KyleLennon Member

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    iShares Core S&P 500 ETF is a top U.S. - Large Cap Growth fund by assets and is hugely popular among individual investors. It’ll cover some of the basic and advanced things you should know about IVV, such as:
    "15 important things you should know about iShares IVV"
    1. IVV ETF profile
    2. IVV underlying index
    3. IVV number of holdings
    4. IVV historical performance
    5. IVV dividend yield
    6. IVV expense ratio
    7. Implications on investing in IVV on taxable accounts
    8. IVV beta (risk level)
    9. IVV Sharpe ratio
    10. IVV vs VOO
    11. IVV vs VTI
    12. IVV vs QQQ
    13. IVV vs SPY
    14. Other alternatives to investing in IVV
    15. Education videos on IVV
     
  2. ElectricSavant

    ElectricSavant Active Member

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    I currently have a sell on IVV. Don't misunderstand... its just that there are many other higher ranked opportunities out there which I check daily. Who knows...next week IVV could bubble to the top for us Champagne Stockoholics!

    Currently the ranking shows a moderate risk profile.

    Currently there is not a value grade available.

    The Perfomance of IVV compared to the S & P 500:
    1 month total return -6.3% Vs. S&P 1.4%
    3 month total return -0.9% Vs. S&P 0.2%
    12 Mo. Total Return 4.4% Vs. S& P 1.7%

    Momentum Vs S&P 500 (Grade: D+ Vs. S&P C)
    3Y Avg Total Return 11.8% Vs. S&P 9.5%
    5Y Avg. total Return 9.7% Vs. S&P 7.4%
    10Y Avg. Total Return 14.1% Vs. S&P 11.3%

    Safety Vs S&P 500 (Grade: _?__ Vs. S&P C)
    2019 YTD Return 10.2% Vs. S&P 9.8%
    2018 Total Return -4.1% Vs. S&P -6.24%
    2017 Total Return 21.8% Vs. S&P 19.4%
    2016 Total Return 12.2% Vs. S&P 9.5%
    2015 Total Return 1.3% Vs. S&P -0.7%
    2014 Total Return 13.6% Vs. S&P 11.4%
    2013 Total Return 32.3% Vs. S&P 22.8%
    2012 Total Return 16.1% Vs. S&P 11.8%



     
    #2 ElectricSavant, Jun 2, 2019
    Last edited: Jun 2, 2019

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