IShares Core S&P 500 ETF IVV is one of the best large-cap U.S. stock funds available. The S&P 500, which it tracks, effectively diversifies risk and has proven tough to beat. The fund’s razor-thin expense ratio further stacks the odds in its favor. It has a high probability of outperforming the large-blend Morningstar Category average over the long run, meriting a Morningstar Analyst Rating of Gold.
Will IVV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVV’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IVV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IVV’s parent organization’s priorities and whether they’re in line with investors’ interests.