IVV

 IVV - iShares S&P 500 ETF

https://www.fool.com.au/tickers/asx-ivv/

Blackrock

.................

ASX:IVV is the iShares S&P 500 ETF managed by BlackRock. It trades on the Australian Securities Exchange in Australian dollars. It tracks the S&P 500 Index, giving local investors low-cost access to the 500 biggest public companies in the United States. [1, 2, 3, 4, 5]

Key Facts

Index: S&P 500
Management Fee: 0.04% per year
Currency: Australian Dollars (AUD)
Distributions: Paid quarterly
Top Holdings: Microsoft, Apple, NVIDIA, Amazon, and Meta Platforms [1, 2, 3, 4, 5]

Main Benefits

Low Cost: The management fee is very small at just 0.04%.
Easy Buying: You can buy it right on the ASX using AUD, so you do not need to convert money or fill out special U.S. tax forms.
Big US Brands: It owns shares in top global tech and retail giants. [1, 2, 3, 4, 5]

..............

Current AUS price is $70

2026

A seven X increase in 26 years.... sounds great but ....

It didn't do much till 2013 ... after the GFC

So for the 1st 13 years there was a very poor return.

This I think was the case for the whole US stock market.

Its good to keep this in mind . All the current mania over AI, and the USA may not last.

Not all bull runs last forever, and it may be prudent to invest some funds outside the US, and esp outside AI.

Below is the ASX from 2001 to the present.

It has nearly doubled since the covid years. The thing about the Australian Economy is that it has very little technology stocks (3.2%) ... its mainly banks, miners.

The S&P/ASX 200 (AXJO) index has grown significantly since 2001, moving from around 3,300 points to over 9,100 points, driven by long-term economic expansion despite major crashes during the 2008 Global Financial Crisis and the 2020 COVID-19 pandemic.

Key Market Milestones

2001–2003: Recovered from the early-2000s dot-com bubble fallout, holding near the 3,000-point mark.
2007–2008: Peaked near 6,800 points before plunging over 50% during the Global Financial Crisis (GFC).
2009–2019: Steady multi-year recovery and a slow grind upward past the pre-GFC peak.
2020: Sharp, brief crash down to ~4,500 points during COVID-19 lockdowns, followed by a rapid stimulus-fuelled rebound.
2021–2026: Continued volatility and subsequent breakouts, pushing the index past 9,100 points

....................

Q: Did the US stock market rise much between 2001 and 2012?

No, the US stock market did not rise much between 2001 and 2012. This era is widely known as part of the "Lost Decade" for US equities. Driven by the dot-com crash, the 9/11 attacks, and the 2008 Global Financial Crisis, the S&P 500 traded essentially flat or negative in price terms across those years, only recovering significantly after 2012. [1, 2]

Major Economic Shocks

Dot-Com Bubble Burst (2000–2002): Tech-heavy indexes and the broader market plunged heavily right as the decade began.
Geopolitical Events (2001): The September 11 terrorist attacks added immediate fear and economic contraction.
Global Financial Crisis (2008): A massive housing market crash and banking collapse caused the S&P 500 to plummet nearly 38.5% in a single year. [1, 2, 3]

Index Levels (S&P 500 Close)

End of 2001: ~1,192
End of 2008: ~1,220 (after dropping from peaks near 1,500 in 2007)
End of 2012: ~1,379 [1, 2]

Key Takeaways

Flat Price Return: From December 2001 to December 2012, the S&P 500 price rose only by about 15% total over eleven years, translating to near-zero annualized growth. [1]
The Role of Dividends: Consensus on financial forums like Reddit highlights that if an investor completely reinvested dividends throughout the period, real returns were slightly positive rather than totally flat, but overall growth remained historically poor compared to subsequent decades. []

.................