ITOT - ETF AI Analysis
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iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Rating:73Outperform
Price Target:―
Positive Factors
Broad U.S. Market Exposure
The fund holds a wide range of U.S. stocks across the total market, helping investors gain broad exposure in a single ETF.
Strong Growth From Key Tech Names
Several major technology holdings, such as Nvidia, Amazon, Alphabet, and Broadcom, have shown strong performance, supporting the ETF’s recent gains.
Very Low Expense Ratio
The ETF charges a very low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of the portfolio in technology stocks, the fund can be sensitive to downturns in that sector.
High Concentration in a Few Mega-Cap Stocks
A small group of very large companies makes up a meaningful share of the fund, increasing the impact if any of them perform poorly.
Mixed Results Among Top Holdings
Some major positions like Apple, Microsoft, Tesla, and Berkshire Hathaway have recently shown weaker performance, which can drag on overall returns.
ITOT vs. SPDR S&P 500 ETF (SPY)
AUM94.45B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssueriShares
Inception DateJan 20, 2004
Dividend Yield1%
Asset ClassEquity
Index TrackedS&P TMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,414,822
30 Day Avg. Volume2,082,900
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
197.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2440
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ITOT Summary
ITOT is the iShares Core S&P Total U.S. Stock Market ETF, which follows the S&P Total Market Index. It aims to give you a slice of almost the entire U.S. stock market in one fund, from small up-and-coming businesses to giant companies. Well-known holdings include Apple and Nvidia, along with thousands of other U.S. stocks across many sectors like technology, finance, and health care. Someone might invest in ITOT to get broad diversification and long-term growth potential in a single, low-cost ETF. A key risk is that its value can rise or fall with the overall U.S. stock market.
How much will it cost me?The iShares Core S&P Total U.S. Stock Market ETF (ITOT) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because ITOT is passively managed, tracking the S&P Total Market Index instead of relying on active stock picking.
What would affect this ETF?The ITOT ETF, with its broad exposure to the U.S. stock market, could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as overall economic expansion in the U.S. However, potential risks include rising interest rates, which could negatively impact high-growth companies like those in the tech sector, and economic slowdowns or regulatory changes affecting major industries such as finance and healthcare.
ITOT Top 10 Holdings
ITOT’s story is all about U.S. mega-cap tech calling the shots. Nvidia and Micron have been the real engines lately, riding the AI wave and giving the fund a solid boost, while Apple and Alphabet keep things steady with dependable, if less explosive, gains. On the flip side, Microsoft and Meta have been losing a bit of steam, and Tesla is dragging more than driving right now. With such a heavy tilt toward U.S.-based tech and communication giants, the fund’s fortunes are closely tied to how Big Tech behaves.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.00% | $6.64B | $4.93T | 24.08% | 76 Outperform | |
| Apple | 6.31% | $5.99B | $4.66T | 50.57% | 79 Outperform | |
| Microsoft | 3.90% | $3.70B | $2.90T | -23.90% | 79 Outperform | |
| Amazon | 3.31% | $3.13B | $2.66T | 9.34% | 71 Outperform | |
| Alphabet Class A | 2.87% | $2.73B | $4.28T | 97.53% | 85 Outperform | |
| Broadcom | 2.51% | $2.38B | $1.83T | 38.50% | 76 Outperform | |
| Alphabet Class C | 2.31% | $2.19B | $4.28T | 95.16% | 82 Outperform | |
| Meta Platforms | 1.98% | $1.88B | $1.67T | -6.95% | 76 Outperform | |
| Tesla | 1.52% | $1.44B | $1.48T | 27.48% | 73 Outperform | |
| Micron | 1.51% | $1.43B | $1.06T | 718.52% | 79 Outperform |
ITOT Technical Analysis
Positive
―
Price Trends
162.39
Positive
155.28
Positive
151.40
Positive
Market Momentum
0.87
Negative
56.32
Neutral
77.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ITOT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 163.51, equal to the 50-day MA of 162.39, and equal to the 200-day MA of 151.40, indicating a bullish trend. The MACD of 0.87 indicates Negative momentum. The RSI at 56.32 is Neutral, neither overbought nor oversold. The STOCH value of 77.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ITOT.
ITOT Peer Comparison
Comparison Results
Performance Comparison
ITOT
iShares Core S&P Total U.S. Stock Market ETF
164.88
28.95
21.30%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
―
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
SCHB
Schwab U.S. Broad Market ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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