Fund index
IVV
7 articles on this site analyse IVV — 1 of them head-on.
Measured concentration
as of 2026-06-30IVV reports 508 positions, but the weights make it behave like about 51.5 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.
Most often compared against
2Measures applied to it
7All articles
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How ETFs Barely Pay Capital-Gains Tax: In-Kind Redemption and 'Heartbeat' Trades Explained
ETFs rarely distribute capital gains because they hand appreciated securities to authorized participants "in kind" rather than selling them for cash — a...
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SPY vs VOO vs IVV: The Three S&P 500 ETFs — Fees, Structure, and Tracking Difference
All three track the same S&P 500 index; over five years their total returns and drawdowns sit within a rounding error of one another. The real separation is...
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Why Tracking Error Matters More Than Expense Ratio in 2026
VOO and IVV both charge 0.03%. The fee debate ends in a tie, which means the right framework question is no longer "which is cheaper?" but "which one tracks...
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VTI vs. AIEQ: Total Market Index vs. IBM Watson’s AI Selection Performance
Over the trailing five years, VTI compounded at 11.8% annually while AIEQ — the IBM Watson-powered active equity ETF — compounded at 4.4%, a gap of roughly...
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How Jim Simons Built the Medallion Fund: Lessons for the Modern AI Investor
Medallion's roughly 39% net annualized return over three decades is real, public, and almost entirely a function of capacity — capped near $10B and closed...
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Tax-Loss Harvesting and the After-Tax Compounding Gap: What the Math Actually Shows
Over a 30-year horizon, a 1-percentage-point reduction in annual tax drag compounds into roughly a one-third increase in terminal wealth — not because of...
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Two Layers, Defined Roles: A Framework for Long-Horizon ETF Allocation
A portfolio is not a list of tickers — it is a set of roles, and every position should answer one specific question about what job it does. A two-layer...
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