ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

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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

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.