ETF Rebalancing Calculator

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Index Tracking

ITOT

iShares Core S&P Total U.S. Stock Market ETF

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iShares Core S&P Total U.S. Stock Market ETF (ITOT) is an exchange-traded fund that provides investors with exposure to broad market indices. It carries an expense ratio of 0.03%. The fund offers a dividend yield of approximately 1.30%. The portfolio holds 3500 securities.

Category

Index Tracking

Dividend Yield

1.3%

Expense Ratio

0.03%

Holdings

3500

Dividend History

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Top Holdings

1Apple
2Microsoft
3Nvidia
4Amazon

Key Features

  • Total US market
  • Broad diversification
  • Ultra-low cost
  • All-in-one

Advantages

  • Maximum diversification
  • Ultra-low cost
  • Alternative to VTI
  • Entire US market in a single ETF

Risks

  • Market risk
  • Currency risk
  • Large-cap concentration
  • Index tracking limitations

Rebalancing Strategy

US equity core at 60-80%; alternative to VTI

ITOT Investment Analysis

ITOT (iShares Core S&P Total U.S. Stock Market ETF) is a Index Tracking ETF comprising 3500 holdings. It has an expense ratio of 0.03% and a dividend yield of 1.3%. Its very low expense ratio makes it well-suited for long-term investing.

A 1.3% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

ITOT can play an important role in your portfolio. Its broad range of holdings provides strong diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator