IVV - ETF AI Analysis
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iShares Core S&P 500 ETF (IVV)
IVV, the iShares Core S&P 500 ETF, has a solid overall rating driven largely by heavyweight holdings like Apple, Microsoft, and Alphabet, which all show strong financial performance, positive earnings commentary, and promising growth in areas like cloud, AI, and services. These strengths are partly offset by holdings such as Tesla and Eli Lilly, where high valuations, leverage, and cash flow challenges introduce some caution, and the fund’s sizable exposure to a handful of large tech and AI-focused companies is a key risk if sentiment toward that sector weakens.
IVV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 871.50B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.01
- Issuer
- iShares
- Inception Date
- May 15, 2000
- Dividend Yield
- 1.11%
- Asset Class
- Equity
- Index Tracked
- S&P 500
IVV Summary
IVV is the iShares Core S&P 500 ETF, which follows the S&P 500 index, a collection of 500 of the largest U.S. companies. It gives you a simple way to own a broad mix of businesses across technology, healthcare, finance, and more. Well-known holdings include Apple and Microsoft, along with other major American brands. People might invest in IVV to get instant diversification and long-term growth potential from the overall U.S. stock market at a low cost. A key risk is that its value can rise and fall with the U.S. stock market, especially large tech-related companies.
How much will it cost me?
IVV 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 IVV is a passively managed fund that simply tracks the S&P 500 index instead of paying managers to pick individual stocks.
What would affect this ETF?
IVV is heavily invested in large U.S. companies, especially technology giants like Nvidia, Apple, and Microsoft, so advances in innovation, strong corporate earnings, and a healthy U.S. economy could boost its future performance. On the other hand, rising interest rates, stricter tech regulations, economic slowdowns in the U.S., or a broad market downturn that hurts major growth names could weigh on the ETF’s returns.
IVV Top 10 Holdings
IVV’s story right now is all about Big Tech and chips. Apple and Microsoft are quietly powering the fund, with steady, rising momentum that keeps the overall ride smooth. Nvidia and Micron add more excitement, as their AI and semiconductor exposure has been a key engine for gains, even with some recent bumps. On the flip side, Alphabet has been lagging, acting like a small brake on performance, while Tesla’s mixed track record adds volatility. With all major holdings rooted in U.S. markets, this ETF is a concentrated bet on America’s tech-driven growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.52% | $65.20B | $4.93T | -0.21% | 76Outperform |
 AAPL | Apple | 7.59% | $65.84B | $5.03T | 25.13% | 79Outperform |
 MSFT | Microsoft | 5.79% | $50.21B | $3.88T | -2.06% | 79Outperform |
 AMZN | Amazon | 3.71% | $32.15B | $2.59T | 0.58% | 71Outperform |
 GOOGL | Alphabet Class A | 2.52% | $21.83B | $3.41T | -0.78% | 85Outperform |
 AVGO | Broadcom | 2.36% | $20.44B | $1.56T | -12.82% | 76Outperform |
 META | Meta Platforms | 2.06% | $17.84B | $1.57T | -6.42% | 76Outperform |
 GOOG | Alphabet Class C | 2.03% | $17.62B | $3.41T | -1.34% | 82Outperform |
 TSLA | Tesla | 1.75% | $15.18B | $1.58T | -11.55% | 73Outperform |
 LLY | Eli Lilly & Co | 1.74% | $15.05B | $1.33T | 63.52% | 72Outperform |
IVV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVV, the sentiment is Negative. The current price of 755.36 is below the 20-day moving average (MA) of 772.75, below the 50-day MA of 769.92, and above the 200-day MA of 729.34, indicating a neutral trend. The MACD of -1.94 indicates Positive momentum. The RSI at 38.09 is Neutral, neither overbought nor oversold. The STOCH value of 32.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IVV.
IVV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IVV | $755.36 | $850.00(12.53% Upside) | $871.50B | 0.03% | 74Outperform |
 VOO | $691.32 | $875.25(26.61% Upside) | $1.05T | 0.03% | 74Outperform |
 SPY | $752.10 | $931.06(23.79% Upside) | $811.55B | 0.09% | 74Outperform |
 QQQ | $681.09 | $899.93(32.13% Upside) | $467.77B | 0.18% | 72Outperform |
 SPYM | $88.52 | $109.60(23.81% Upside) | $185.20B | 0.02% | 74Outperform |
 QQQM | $280.49 | $374.45(33.50% Upside) | $106.45B | 0.15% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 755.36 | 84.49 | 12.59% | |
| VOO | Vanguard S&P 500 ETF | 691.32 | 77.40 | 12.61% | |
| SPY | State Street SPDR S&P 500 ETF Trust | 752.10 | 84.07 | 12.58% | |
| QQQ | Invesco QQQ Trust | 681.09 | 64.74 | 10.50% | |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 88.52 | 9.93 | 12.63% | |
| QQQM | Invesco NASDAQ 100 ETF | 280.49 | 26.77 | 10.55% |
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.