iShares Core S&P 500 ETF Exposes Investors to Key Factors

iShares Core S&P 500 Index Fund ETF (IVV) offers investors a diversified exposure to major investing factors. With high quality and solid momentum scores, investors might find IVV an attractive holding in the current market climate.

Date: 12-05-2025

AI Rating: 7

Investor Insights on IVV
iShares Core S&P 500 Index Fund ETF (IVV) is designed to provide exposure to key investment factors including value, quality, momentum, and low volatility. An analysis of IVV reveals significant insights regarding its risk and return characteristics.

**Quality Score**: The quality score of 83 suggests that IVV holds high-quality stocks, likely resulting in above-average profitability and capital stability. This is an important indicator for investors looking for reliable growth, as high-quality stocks tend to outperform during volatile markets.

**Momentum Score**: IVV's momentum score is notably strong at 69, indicating that the ETF is invested in securities that have been demonstrating strong price performance. This momentum could attract momentum-focused investors, potentially leading to price increases in the short to medium term.

**Volatility**: With a low volatility score of 61, the ETF features relatively stable stocks, which could appeal to conservative investors concerned about market fluctuations. Low volatility can help mitigate risk, especially in uncertain economic conditions.

**Value Factor**: The lower value score of 33 suggests that while the ETF has a focus on quality and momentum, its value proposition may not be as compelling compared to other investment options. This could lead to more cautious purchasing behavior among value-oriented investors.

Overall, IVV stands out as a solid investment vehicle for those looking for exposure to quality and momentum within the S&P 500, particularly in the technology sector, which forms the largest part of its portfolio. However, investors should also consider the lower value score and evaluate their risk tolerance accordingly.

Stocks: IVV AAPL MSFT GOOGL