IVV is a global shares ETF that seeks to track the return of the S&P 500 Index. It invests in the largest U.S. companies, representing a broad spectrum of industries.
Key information | |||
---|---|---|---|
Fees | Size | Growth / Defensive | |
0.04% p.a. | $8.7B | Growth |
Performance | ||
---|---|---|
1 year | 3 years (p.a.) | 5 years (p.a.) |
25.67% | 12.17% | 14.96% |
Performance is as of 30 September 2024. Past performance of financial products is no guarantee of future performance.
Tracks an index for low management fees and more reliable returns.
Provides transparency and potential tax efficiency.
Ample market liquidity with daily entry and exit prices.
Invest in single ETF
Performance is tied to a specific sector or index. You may experience higher volatility and miss out on gains from other sectors or asset classes.
Limited risk management due to exposure to a specific sector or index.
Rebalancing is limited to the investments within the ETF.
Invest in a portfolio of ETFs
Potential for more consistent returns as different assets perform well in different market conditions.
Enhanced risk management through broader diversification across different sectors, asset classes, and geographies.
Easier to maintain desired asset allocation through buying and selling of assets in response to market changes. This can help manage risk and potentially improve returns over time.
Our investment team is regularly researching the ETF universe to determine the best low-cost ETFs available. We build and manage your ETF portfolio for you, so you can get on with enjoying life.
iShares Core S&P 500 ETF (IVV) has seen total returns of 25.67% over the past 1 year, 12.17% p.a. over the past 3 years and 14.96% p.a. over the past 5 years, as of 30 September 2024.
Yes, IVV pays a dividend.
Top holdings in the IVV ETF include: Microsoft Corporation, Apple Inc., NVIDIA Corporation, Amazon.com Inc., Meta Platforms Inc.
IVV is a US shares ETF that seeks to replicate the performance of the S&P 500 Index, covering the largest U.S. companies.