iShares Core S&P 500 ETF (IVV)

By
iShares Core S&P 500 ETF (IVV) is an index stock ETF (Exchange Traded Fund). This iShares ETF is investing in large U.S. companies.

Its objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of large-capitalization U.S. equities. This stock fund provide low cost access to 500 top US stocks in a single fund.

IVV Fund Details

    iShares Core S&P 500 ETF (IVV) holdings
  • Fund Inception Date: 05/15/2000
  • Ticker Symbol: IVV
  • CUSIP: 464287200
  • Rank in category (YTD): 23%
  • Category: Large Blend
  • Yield: 1.85%
  • Capital Gains: -
  • Expense Ratio: 0.04%
  • Total Assets: $ 110.58 billion
  • Annual Turnover Rate: -
This stock ETF has a dividend yield of 1.75%. The total assets are $59 billion. As one of popular ETFs, this large blend fund has low expense fee of 0.07%, the current share price is $200.48. This fund price has 52 week range between $165.44 and $202.90.

You can buy this largest ETF through your brokerage for retirement or regular investment account. For 401k, please check with your administrator. Invest in ETF can be done with as little as 1 share (i.e. $200 share).

iShares Core S&P 500 ETF Performance

Morningstar has ranked this U.S. stock ETF with 4 stars rating. In 2014, the year-to-date return is 8.97%. The 3 year annualized return is 22.12%. This popular ETF has returned 20.25% over the past 1 year, and 16.04% over the past 5 years.
  • Year 2017: 6.94% (YTD)
  • Year 2016: 12.16%
  • Year 2015: 1.30%
  • Year 2014: 13.56%
  • Year 2013: 32.30%
As of September 2014, top 5 stocks are Apple Inc (AAPL), Exxon Mobil Corporation (XOM), Microsoft Corp (MSFT), Johnson & Johnson (JNJ), and General Electric Co (GE). Top 5 sectors are technology, financial services, healthcare, industrials, and consumer cyclical.

Good and Bad of ETF

Pros:
  • This iShares Core S&P 500 ETF has very low expense fee of 0.07%.
  • This iShares fund has a decent yield for income.
  • You can diversify your investment portfolio using this ETF.
Cons:
  • None

0 comments:

Post a Comment