IVV
IVV is an exchange-traded fund (ETF) that seeks to track the performance of the S&P 500 Index. This index includes 500 of the largest publicly traded companies in the U.S. The ETF is designed to provide investors with broad exposure to the U.S. equity market by mirroring the performance of this index.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Oct 7, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
1.73%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
4.19%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
9.13%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
13.09%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.39
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
1.99
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Get Advanced Analysis NowFrequently Asked Questions
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IVV is designed to closely track the performance of the S&P 500 Index. Any deviations from the index's performance are minimal due to the fund's passive management approach. IVV aims to deliver returns that are very similar to those of the S&P 500 Index, minus its management fees.
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Risks associated with investing in IVV include market risk, as the ETF’s performance is tied to the performance of the S&P 500 Index. This means the fund is subject to fluctuations in the broader U.S. stock market. Investors should be prepared for potential declines in the value of their investment due to market volatility.
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Factors affecting IVV’s performance include changes in the S&P 500 Index, overall market conditions, economic data, and corporate earnings of the companies within the index. The ETF’s performance may also be slightly influenced by its expense ratio and tracking error.
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The historical performance of IVV reflects the performance of the S&P 500 Index. Historically, the S&P 500 has shown long-term growth, but past performance is not indicative of future results. IVV aims to replicate this performance as closely as possible.
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Key performance metrics for IVV include net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio is the annual cost of managing the fund, total return reflects overall performance including dividends, and tracking error measures how closely IVV follows the S&P 500 Index.
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Investors can purchase shares of IVV through a brokerage account, similar to other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "IVV."
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IVV adjusts its holdings to reflect any stock splits or rebalancing events in the S&P 500 Index. This ensures that the ETF continues to track the performance of the index accurately.
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Yes, IVV can be held in retirement accounts such as IRAs or 401(k)s. Its broad market exposure and low expense ratio make it a popular choice for long-term investment strategies in retirement accounts.
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IVV differs from other S&P 500 ETFs mainly in its expense ratio and management style. For example, VOO (Vanguard S&P 500 ETF) and SPY (SPDR S&P 500 ETF Trust) also track the S&P 500 Index but may have different expense ratios and structural aspects. IVV is known for its low expense ratio and efficient management.
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Similar ETFs to IVV include the Vanguard S&P 500 ETF (VOO) and the SPDR S&P 500 ETF Trust (SPY). All three ETFs aim to track the performance of the S&P 500 Index but may differ in expense ratios and fund structures.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
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