DV
Dividend Vision

IBTA — Ibotta Inc.

Ibotta Inc. (IBTA)

Total return is -55.9% over the past 2.3 years, 115.2 points behind SPY at 59.3%. Its deepest 1-year drawdown was 45.1%.

This is a single-stock equity position in Ibotta Inc., a software and commerce technology company, rather than a diversified ETF. The fund has no dividend distribution history, making it unsuitable for income-focused strategies, and lacks published expense ratio and asset under management data. This holding appeals primarily to growth-oriented investors seeking exposure to Ibotta's business performance rather than dividend yield.

IBTA key facts

Asset type
Stock
Asset class
Equity
Inception date
04/17/2024
Distribution frequency
None
Last close
$38.84
Market cap
$902,098,880
Average volume
271312.0
Beta
-0.428
Payout ratio
0.0
P/E ratio
308.3333
Forward P/E
24.6914
EPS
$-0.47