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ITOT

etf84Conservative

iShares Core S&P Total US Stock Market ETF

US Total Market

$130.00
AUM $65.00B
Log paper trade

Snapshot

Broad total-US-market index fund, an alternative core holding to VTI with similar exposure and cost.

Expense Ratio
0.03%
10Y Return
12.4%
annualized
15Y Return
13.9%
annualized
20Y Return
10.4%
annualized
Yield
1.3%
Holdings
2,500
AUM
$65.00B
Turnover
4%
Tracking Err.
0.05%
Structure
Passive

Long-Term Total Return

Decade-scale view, dividends reinvested, vs. the S&P 500.

ITOT2.5×S&P 5002.4×

Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.

Risk Profile

Conservative

Lower volatility, steadier — capital preservation and income.

Volatility
15%
Beta
0.90
Max Drawdown
-22%
1Y Return
-2%
momentum

2–5 Year Outlook

Hypothetical bear / base / bull scenarios — not a prediction.

Hypothetical 5-year scenarios for $10,000 invested today.

ScenarioAnnualizedTotal return$10,000 →
Bull
17%/yr total return
+16.6%/yr+116%$21,552
Base
12%/yr total return (≈ long-run trend)
+12.4%/yr+79%$17,940
Bear
7%/yr total return
+7.2%/yr+41%$14,124

Projected from the fund's long-run total-return trend, widened by its volatility.

Hypothetical scenarios, not a forecast. These ranges are modeled from illustrative assumptions about growth and valuation — not predictions, price targets, or a recommendation to buy or sell. Real outcomes vary widely and can be negative. Not investment advice.

Technical Indicators

Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.

UptrendRSI 63At 52W high
ITOT price50-day avg200-day avg

Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.

52W High
$131.19
52W Low
$104.58
50-day avg
$124.23
200-day avg
$116.42
  • Trading above its 50- and 200-day moving averages — a textbook uptrend.
  • RSI 63 — neutral (neither overbought nor oversold).
  • At or near its 52-week high.
  • MACD is above its signal line (positive momentum).

Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.

Fund Facts

Expense ratio
0.03%
Lower compounds to more wealth over decades
30-day yield
1.3%
Holdings
2,500
Turnover
4%
Proxy for tax efficiency
Tracking error
0.05%
Structure
Passive index
Fund age 21y

Sector Exposure

  • Technology30%
  • Financials13%
  • Health Care12%
  • Consumer Disc.10%
  • Industrials9%
  • Other26%

Geographic Exposure

  • United States100%

Moat Analysis

5 / 5

Total-market diversification at minimal cost from a major issuer; functionally interchangeable with other broad core funds.

Risk Factors

What could impair the long-term thesis.

  • US-only exposure
  • Mega-cap concentration
  • Market drawdown risk

Hypothetical Growth

What a past investment would be worth today.

Hypothetical growth calculator

See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.

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$9/mo or $84/yr · cancel anytime

Forward Scenario Modeler

Project a starting investment across multi-decade horizons.

Forward scenario modeler

Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.

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Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell ITOT.