iShares Core S&P 500 UCITS ETF USD Dist - WKN 622391, ISIN IE0031442068 (2024)

FAQs

Is iShares Core S&P 500 ETF a good investment? ›

iShares Core S&P 500 ETF (IVV)

Expense ratio: 0.03 percent. That means every $10,000 invested would cost $3 annually. Who is it good for?: Great for investors looking for a broadly diversified index fund at a low cost to serve as a core holding in their portfolio.

The iShares Core S&P 500 UCITS ETF USD (Acc) is the largest ETF that tracks the S&P 500® index. The ETF replicates the performance of the underlying index by. The dividends in the ETF are accumulated and reinvested in the ETF.

ETFs, such as iShares S&P 500 ETF (IVV), pay distributions instead of dividends.

The Vanguard fund has a lower price-to-earnings ratio, at 17.4 times, compared with 18.3 for iShares. This is due to the lower weighting to the highly rated US market. Fees are comparable, with iShares costing 0.2% and Vanguard costing 0.22%.

The best-performing ETF in the last 10 years was VanEck Semiconductor ETF (SMH). A $10,000 investment into SMH 10 years ago would be worth over $110K today.

Ultimately, Blackrock's iShares ETF offerings are so comprehensive and well-regarded that most investors should be able to find a fund that suits their goals. To learn more about our rating and review methodology and editorial process, check out our guide on how Forbes Advisor rates investing products.

These gains may be generated due to index rebalancing or to meet diversification requirements. Trading shares of the iShares Funds will also generate tax consequences and transaction expenses. There is no guarantee that any fund will pay dividends.

For ETFs using derivatives, exposure should be covered with collateral valued at 90% of NAV and meet minimum risk management standards. UCITS funds cannot use leverage other than on a temporary basis and up to a maximum of 10% of their NAV.

SPY, VOO and IVV are among the most popular S&P 500 ETFs. These three S&P 500 ETFs are quite similar, but may sometimes diverge in terms of costs or daily returns. Investors generally only need one S&P 500 ETF.

What is the average annual return of iShares core S&P 500? ›

As of August 2024, over the analyzed timeframe, the iShares Core S&P 500 (IVV) ETF obtained a 8.36% compound annual return, with a 15.20% standard deviation.

The dividends in the ETF are distributed to the investors (Quarterly). The iShares Core S&P 500 UCITS ETF USD (Dist) is a very large ETF with 13,129m GBP assets under management.

While not all ETFs pay dividends/distribution income, the vast majority do via quarterly distributions, and any stocks within the portfolio that pay a dividend, have these payouts pooled together.

Experts agree that for most personal investors, a portfolio comprising 5 to 10 ETFs is perfect in terms of diversification.

An S&P 500 Index ETF is a good choice for an investor who wants the equivalent of a diverse portfolio but can't or won't directly buy the stocks of every one of the 500 biggest large-cap U.S. companies. Its risk level is moderate.

The iShares Core High Dividend ETF (HDV) 1-, 5-, and 10-year ranking in the US Fund Large Value category is 76%, 91% and 76% out of 1180, 1035, and 809 funds respectively.

As of August 2024, over the analyzed timeframe, the iShares Core S&P 500 (IVV) ETF obtained a 8.36% compound annual return, with a 15.20% standard deviation.