IVV
iShares Core S&P 500 ETF
📎 Investment Objective
The iShares Core S&P 500 ETF seeks to track the investment results of the S&P 500 Index, which measures the performance of the large-capitalization sector of the U.S. equity market.
Overview
ETF tracking iShares Core S&P 500 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Core S&P 500 ETF seeks to track the investment results of the S&P 500 Index, which measures the performance of the large-capitalization sector of the U.S. equity market.
🎯 Investment Strategy
The ETF invests in a representative sample of securities included in the S&P 500 Index in order to replicate the index's performance. It uses a full replication strategy, meaning it holds all the securities in the index in the same weights.
✨ Key Features
- Provides exposure to the 500 largest U.S. publicly traded companies across a diverse range of sectors
- Seeks to track the performance of the S&P 500 Index, a widely recognized benchmark for U.S. large-cap stocks
- Low expense ratio of 0.00% makes it a cost-effective way to gain broad market exposure
- Highly liquid with over $0 in assets under management
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Tracking error risk: The ETF may not perfectly track the performance of the underlying index
- Concentration risk: The ETF is heavily concentrated in the large-cap U.S. equity market
- Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares of the ETF
👤 Best For
The iShares Core S&P 500 ETF is best suited for long-term investors seeking broad exposure to the large-cap U.S. equity market as the core of their portfolio. It may be appropriate for investors with a moderate to high risk tolerance who are looking for a low-cost, diversified investment option.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 7.92% | Information Technology |
| 2 | AAPL | APPLE INC | 7.04% | Information Technology |
| 3 | MSFT | MICROSOFT CORP | 6.50% | Information Technology |
| 4 | AMZN | AMAZON COM INC | 4.01% | Consumer Discretionary |
| 5 | GOOGL | ALPHABET INC CLASS A | 2.81% | Communication |
| 6 | AVGO | BROADCOM INC | 2.78% | Information Technology |
| 7 | META | META PLATFORMS INC CLASS A | 2.30% | Communication |
| 8 | GOOG | ALPHABET INC CLASS C | 2.26% | Communication |
| 9 | TSLA | TESLA INC | 1.96% | Consumer Discretionary |
| 10 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | 1.63% | Financials |
| 11 | JPM | JPMORGAN CHASE & CO | 1.48% | Financials |
| 12 | LLY | ELI LILLY | 1.41% | Health Care |
| 13 | V | VISA INC CLASS A | 0.99% | Financials |
| 14 | XOM | EXXON MOBIL CORP | 0.88% | Energy |
| 15 | NFLX | NETFLIX INC | 0.85% | Communication |