Blackrock SP 500 ETF | IVV

Medium RiskEquity
Blackrock SP 500 ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 1 unit
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Blackrock SP 500 ETF | IVV

Blackrock SP 500 ETF | IVV

About IVV ETF

Overview:
The iShares Core S&P 500 ETF (IVV) seeks to track the investment results of an index composed of large-capitalization U.S. equities.

The ETF is ideal for those seeking long-term growth with exposure to large, established US companies.

Ideal for:
Investors looking for long term capital appreciation.

About the Fund Manager:
BlackRock was incorporated in 1988 and is today the world's largest asset manager with $6.5 trillion in assets under management as of April 2019. It is one of the world's leading providers of investment, advisory and risk management solutions.

Recommended for:
Growth

Additional Information:
1. Fund Factsheet

Returns

PerformanceYTD1Y3Y5Y10Y
Blackrock SP 500 ETF10.38%50.42%18.63%17.27%14.27%

Asset Class

Asset type breakdown
Stock US98.78%
Stock non-US1.05%
Cash0.17%

IVV Holdings - Top 10

NameiWeightage (%)
Apple Inc5.92%
Microsoft Corporation5.50%
Amazon.com, Inc4.07%
Facebook, Inc2.17%
Alphabet Inc1.88%
Tesla, Inc1.51%
Berkshire Hathaway Inc1.45%
JPMorgan Chase & Co1.36%
Johnson & Johnson1.23%
Visa Inc1.08%

IVV Sectors/Industry Breakdown

Sectori% of market value
Technology23.87%
Financial Services14.20%
Healthcare12.75%
Consumer Cyclicals12.30%
Communication Services11.19%
Industrials9.05%
Consumer Defensive6.50%
Energy2.74%
Utilities2.64%
Real Estate2.46%
Basic Materials2.30%

IVV Countries

Countryi% of market value
North America98.95%
United Kingdom0.52%
Europe Developed0.32%
Asia Emerging0.17%
Asia Developed0.05%

Projected Returns

Investment ofper month
gives returns of :
at 11.08% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 11.08% per annum
$
$
$+ 11.08

IVV Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol IVV
Exchange ARCX
ISIN US4642872000
Cat. Benchmark S&P 500 TR USD
Asset class Equity
Category Large Blend
Country US

IVV Portfolio Data & Volatility Analysis

Net Expense Ratio 0.03i
Beta 1i
Valuations Rates Portfolio PE 22.37727i
3 Year Standard Deviation 18.4i

Fund Strategy

iShares Core S&P 500 ETF tracks the performance of the S&P 500 Index. Despite the common perception that the S&P 500 provides pure market-cap exposure to the US economy, its committee can exercise discretion to exclude specific companies. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It weights the holdings using a market capitalization methodology and rebalances quarterly.

IVV Fact Sheets & Reports

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock SP 500 ETF | IVV