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Featuring Another Giant S&P 500 Fund

Last week, I tackled the biggest exchange-traded fund (ETF) on the market, SPY. Today’s ETF Talk will examine another ETF that tracks the S&P 500. Unlike SPY, this week’s fund is run by BlackRock’s iShares. This fund has a much smaller amount of assets under management than SPY does, but it is nonetheless the second-largest ETF in existence. The world’s second-biggest ETF is iShares Core S&P 500 ETF (IVV).

IVV’s 2014 gain of 11.43% closely matched the returns of the S&P, the U.S. domestic large-cap index that IVV seeks to match. Holding nearly $70 billion in assets is no small feat, much as it pales in comparison to SPY’s gargantuan market share. Just like SPY, IVV’s holdings match those of the S&P 500 index, though IVV differentiates itself from similar ETFs with its low expense ratio of 0.07%.

The S&P 500 has had a bumpy start this year. But if markets return to form, IVV will reap the benefits. This ETF provides a dividend yield of 1.83%.

IVV invests 17.38% of its assets in its largest 10 positions, all of which are big, recognizable names. These giant public companies include Apple Inc. (AAPL), 3.60%; Exxon Mobil Corporation (XOM), 2.13%; Microsoft Corp. (MSFT), 2.12%; Johnson & Johnson (JNJ), 1.63%; and Berkshire Hathaway Class B shares (BRK-B), 1.51%.

If you are looking for a way to get exposure to the broad U.S. domestic large-cap market without breaking the bank, iShares Core S&P 500 ETF (IVV)’s low expense ratio could provide a tempting offer.

If you want my advice about buying and selling specific ETFs, including appropriate stop losses, please consider subscribing to my Successful ETF Investing newsletter. As always, I am happy to answer any of your questions about ETFs, so do not hesitate to send me an e-mail. You just may see your question answered in a future ETF Talk.

In case you missed it, I encourage you to read my e-letter column from last week on Eagle Daily Investor about the largest ETF in the world. I also invite you to comment in the space provided below my Eagle Daily Investor commentary.

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archive

Featuring Another Giant S&P 500 Fund

Todayâ??s ETF Talk will examine the second-largest ETF in existence.

Last week, I tackled the biggest exchange-traded fund (ETF) on the market, SPY. Todayâ??s ETF Talk will examine another ETF that tracks the S&P 500. Unlike SPY, this weekâ??s fund is run by BlackRockâ??s iShares. This fund has a much smaller amount of assets under management than SPY does, but it is nonetheless the second-largest ETF in existence. The worldâ??s second-biggest ETF is iShares Core S&P 500 ETF (IVV).

IVVâ??s 2014 gain of 11.43% closely matched the returns of the S&P, the U.S. domestic large-cap index that IVV seeks to match. Holding nearly $70 billion in assets is no small feat, much as it pales in comparison to SPYâ??s gargantuan market share. Just like SPY, IVVâ??s holdings match those of the S&P 500 index, though IVV differentiates itself from similar ETFs with its low expense ratio of 0.07%.

The S&P 500 has had a bumpy start this year. But if markets return to form, IVV will reap the benefits. This ETF provides a dividend yield of 1.83%.

IVV_011615

IVV invests 17.38% of its assets in its largest 10 positions, all of which are big, recognizable names. These giant public companies include Apple Inc. (AAPL), 3.60%; Exxon Mobil Corporation (XOM), 2.13%; Microsoft Corp. (MSFT), 2.12%; Johnson & Johnson (JNJ), 1.63%; and Berkshire Hathaway Class B shares (BRK-B), 1.51%.

If you are looking for a way to get exposure to the broad U.S. domestic large-cap market without breaking the bank, iShares Core S&P 500 ETF (IVV)â??s low expense ratio could provide a tempting offer.

If you want my advice about buying and selling specific ETFs, including appropriate stop losses, please consider subscribing to my Successful ETF Investing newsletter. As always, I am happy to answer any of your questions about ETFs, so do not hesitate to send me an e-mail. You just may see your question answered in a future ETF Talk.

In case you missed it, I encourage you to read my e-letter column from last week on Eagle Daily Investor about the largest ETF in the world. I also invite you to comment in the space provided below my Eagle Daily Investor commentary.

Newsletter Signup.

Sign up to the Human Events newsletter

Written By

Doug Fabian is the editor of Successful Investing and High Monthly Income, and is the host of the syndicated radio show, "Doug Fabian's Wealth Strategies." Taking over the reigns from his dad, Dick Fabian, back in 1992, Doug has continued to uphold the reputation of the newsletter as the #1 risk-adjusted market timer as ranked by Hulbertâ??s Investment Digest. For more than 30 years, Successful Investing (formerly the Telephone Switch Newsletter) has produced double-digit annual gains. Doug has become known for his expert knowledge and timely use of innovative tools like Exchange Traded Funds, bear funds and Enhanced Index funds to profit in any market climate.

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