ITOT - ETF AI Analysis
Top Page
iShares Core S&P Total U.S. Stock Market ETF (ITOT)
ITOT, the iShares Core S&P Total U.S. Stock Market ETF, has a solid overall rating driven largely by high-quality leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally supportive technical trends. Nvidia, Broadcom, Micron, and Meta further support the rating through their roles in fast-growing AI and semiconductor markets, though many of these names carry high valuations that could limit upside if growth slows. The main risk factor is the fund’s heavy exposure to a concentrated group of large U.S. tech and AI-focused companies, which makes the ETF sensitive to shifts in sentiment or regulation in that sector.
ITOT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 97.01B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.01
- Issuer
- iShares
- Inception Date
- Jan 20, 2004
- Dividend Yield
- 1.05%
- Asset Class
- Equity
- Index Tracked
- S&P TMI
ITOT Summary
ITOT is an ETF that aims to mirror the S&P Total Market Index, giving you a simple way to invest in almost the entire U.S. stock market in one fund. It holds thousands of companies of all sizes and across many industries, including well-known names like Apple and Nvidia, along with banks, healthcare firms, and consumer brands. Someone might invest in ITOT to get broad diversification and long-term growth potential from the overall U.S. economy without picking individual stocks. A key risk is that ITOT will rise and fall with the U.S. stock market, so your investment can go down during market downturns.
How much will it cost me?
ITOT has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. This cost is much lower than the average ETF because ITOT is a passively managed fund that simply tracks the S&P Total Market Index instead of paying managers to pick individual stocks.
What would affect this ETF?
Future returns for ITOT will be strongly influenced by the health of the overall U.S. economy, with growth in major technology and communication companies like Nvidia, Apple, and Microsoft potentially boosting performance, especially if innovation and consumer demand stay strong. On the downside, rising interest rates, tighter regulations on big tech, or a broad U.S. market downturn could hurt this ETF, since it is heavily tilted toward tech and fully focused on U.S. stocks without international diversification.
ITOT Top 10 Holdings
ITOT’s story is largely written by Big Tech, with Nvidia, Apple, and Microsoft sitting in the driver’s seat. Apple has been steadily rising, while Microsoft’s strong recent run in cloud and AI has given the fund a helpful tailwind. Nvidia, despite some short-term wobbling, remains a powerful engine thanks to the AI boom. On the flip side, Alphabet’s twin share classes have been lagging, acting like a mild brake on performance. With all top holdings U.S.-based and heavily tilted toward technology and internet platforms, this “total market” fund still leans firmly on America’s tech champions.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 6.17% | $5.73B | $4.82T | -6.97% | 76Outperform |
 AAPL | Apple | 7.05% | $6.54B | $5.08T | 27.40% | 79Outperform |
 MSFT | Microsoft | 5.59% | $5.19B | $4.13T | 5.67% | 79Outperform |
 AMZN | Amazon | 3.59% | $3.33B | $2.88T | 4.00% | 71Outperform |
 GOOGL | Alphabet Class A | 2.33% | $2.16B | $3.52T | -0.61% | 85Outperform |
 AVGO | Broadcom | 1.95% | $1.81B | $1.55T | -18.79% | 76Outperform |
 META | Meta Platforms | 1.87% | $1.74B | $1.61T | -4.85% | 76Outperform |
 GOOG | Alphabet Class C | 1.88% | $1.75B | $3.52T | -1.06% | 82Outperform |
 LLY | Eli Lilly & Co | 1.53% | $1.42B | $1.33T | 47.41% | 72Outperform |
 TSLA | Tesla | 1.36% | $1.26B | $1.52T | -25.62% | 73Outperform |
ITOT Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ITOT, the sentiment is Negative. The current price of 159.92 is below the 20-day moving average (MA) of 166.81, below the 50-day MA of 167.12, and above the 200-day MA of 159.13, indicating a neutral trend. The MACD of -0.95 indicates Positive momentum. The RSI at 33.84 is Neutral, neither overbought nor oversold. The STOCH value of 31.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ITOT.
ITOT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ITOT | $159.92 | $184.00(15.06% Upside) | $97.01B | 0.03% | 73Outperform |
 VTI | $360.52 | $480.51(33.28% Upside) | $699.73B | 0.03% | 73Outperform |
 VIG | $244.26 | $290.03(18.74% Upside) | $118.29B | 0.04% | 73Outperform |
 DFAC | $43.71 | $54.47(24.61% Upside) | $50.17B | 0.17% | 72Outperform |
 QUAL | $54.79 | $66.80(21.92% Upside) | $49.20B | 0.15% | 75Outperform |
 DGRO | $80.25 | $90.94(13.31% Upside) | $46.14B | 0.08% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 159.92 | 12.86 | 8.75% | |
| VTI | Vanguard Total Stock Market ETF | 360.52 | 29.38 | 8.87% | |
| VIG | Vanguard Dividend Appreciation ETF | 244.26 | 30.48 | 14.26% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 43.71 | 4.94 | 12.73% | |
| QUAL | iShares MSCI USA Quality Factor ETF | 54.79 | 6.26 | 12.89% | |
| DGRO | iShares Core Dividend Growth ETF | 80.25 | 13.54 | 20.30% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.