IShares Core S&P 500 ETF is one of the cheapest options for well-diversified, low-turnover, low-cost exposure to U.S. large-cap stocks. It delivers high-fidelity replication of the performance of the S&P 500, a market-cap-weighted portfolio representative of the large-blend Morningstar Category. Its razor-thin expense ratio gives the fund a durable performance edge over its category peers. These considerations earn it 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.