BRK-B:NYE-Berkshire Hathaway Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 407.95

Change

-2.31 (-0.56)%

Market Cap

USD 883.68B

Volume

3.21M

Analyst Target

USD 226.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-27 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

N/A

USD 882.01B
AIG American International Group I..

N/A

USD 49.27B
SLF Sun Life Financial Inc.

N/A

USD 28.12B
EQH Axa Equitable Holdings Inc

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USD 13.35B
AEG Aegon NV ADR

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USD 10.86B
ORI Old Republic International Cor..

N/A

USD 8.31B
ATH-PA Athene Holding Ltd

N/A

USD 7.55B
FIHL Fidelis Insurance Holdings Lim..

N/A

USD 1.89B
WDH Waterdrop Inc ADR

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USD 0.45B
ATH-PB Athene Holding Ltd

N/A

N/A

ETFs Containing BRK-B

2BRE:LSE Leverage Shares 2x Long B.. 200.04 % 0.00 %

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USD 1.14M
BRK1:LSE LS Berkshire Hathaway (BR.. 99.99 % 0.00 %

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USD 0.24M
IYG iShares U.S. Financial Se.. 14.84 % 0.42 %

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USD 1.30B
XUSF:CA iShares S&P U.S. Financia.. 13.15 % 0.00 %

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CAD 3.65M
ZPDF:F SPDR S&P U.S. Financials .. 13.14 % 0.00 %

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USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 13.14 % 0.00 %

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USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 13.14 % 0.00 %

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USD 0.37B
SXLF:SW SPDR S&P U.S. Financials .. 13.14 % 0.00 %

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IUFS:SW iShares S&P 500 Financial.. 13.14 % 0.00 %

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USD 1.13B
XLF Financial Select Sector S.. 13.06 % 0.13 %

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USD 38.18B
QDVH:XETRA iShares S&P 500 Financial.. 13.04 % 0.00 %

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USD 1.12B
QDVH:F iShares S&P 500 Financial.. 13.00 % 0.00 %

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USD 1.12B
IYF iShares U.S. Financials E.. 12.61 % 0.42 %

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USD 2.58B
GABF Gabelli Financial Service.. 9.36 % 0.00 %

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USD 0.01B
XUFN:F Xtrackers (IE) Public Lim.. 9.19 % 0.00 %

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USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 9.19 % 0.00 %

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USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 9.19 % 0.00 %

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USD 1.13B
VFH Vanguard Financials Index.. 8.14 % 0.10 %

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USD 9.16B
FNCL Fidelity® MSCI Financial.. 8.13 % 0.08 %

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USD 1.58B
UYG ProShares Ultra Financial.. 8.12 % 0.95 %

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USD 0.66B
SEF ProShares Short Financial.. 7.56 % 0.95 %

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USD 0.01B
SKF ProShares UltraShort Fina.. 7.56 % 0.95 %

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USD 0.01B
FYLG Global X Funds - Global X.. 6.27 % 0.00 %

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USD 2.64M
AVIE American Century ETF Trus.. 6.04 % 0.00 %

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USD 5.06M
XDWF:F Xtrackers (IE) Public Lim.. 5.44 % 0.00 %

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USD 0.41B
XDWF:XETRA db x-trackers MSCI World .. 5.44 % 0.00 %

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USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 5.44 % 0.00 %

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USD 0.60B
FNCW:LSE SPDR® MSCI World Financi.. 5.43 % 0.00 %

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USD 0.31B
WFIN:SW SPDR MSCI World Financial.. 5.43 % 0.00 %

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CGDV:CA CI Global Minimum Downsid.. 5.10 % 0.00 %

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CAD 0.03B
SPVU Invesco S&P 500® Enhance.. 4.93 % 0.16 %

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USD 0.11B
CUDV:CA CI U.S. Minimum Downside .. 4.93 % 0.00 %

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CAD 7.45M
PQVM:PA Invesco S&P 500 QVM UCITS.. 4.78 % 0.00 %

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USD 0.03B
QVMP:F PowerShares Global Funds .. 4.78 % 0.00 %

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USD 0.02B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 4.78 % 0.00 %

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USD 0.02B
DBPK:XETRA db x-trackers S&P 500 2x .. 4.46 % 0.00 %

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USD 0.05B
DBPG:XETRA Xtrackers S&P 500 2x Leve.. 4.34 % 0.00 %

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USD 0.32B
EQTY Kovitz Core Equity ETF 4.24 % 0.00 %

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USD 1.08B
CMOM:CA CI U.S. Enhanced Momentum.. 4.13 % 0.00 %

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CAD 0.02B
CFLO:AU BETASHARES GLOBAL CASH FL.. 3.98 % 0.00 %

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FELV Fidelity Enhanced Large C.. 3.88 % 0.00 %

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USD 2.00B
VOOV Vanguard S&P 500 Value In.. 3.82 % 0.15 %

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USD 4.62B
GFGF Guru Favorite Stocks ETF 3.80 % 0.00 %

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USD 0.03B
IVE iShares S&P 500 Value ETF 3.79 % 0.18 %

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USD 32.28B
SPYV SPDR® Portfolio S&P 500 .. 3.79 % 0.06 %

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USD 21.59B
MIVG:CA Mackenzie Ivy Global Equi.. 3.71 % 0.89 %

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CAD 0.01B
NXTI 3.66 % 0.00 %

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TGAF:CA Tralucent Global Alt(long.. 3.61 % 0.00 %

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CAD 7.66M
RPV Invesco S&P 500® Pure Va.. 3.59 % 0.35 %

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USD 1.94B
IWD iShares Russell 1000 Valu.. 3.50 % 0.19 %

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USD 54.47B
SCHV Schwab U.S. Large-Cap Val.. 3.40 % 0.04 %

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USD 10.83B
SPMO Invesco S&P 500® Momentu.. 3.40 % 0.13 %

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USD 1.78B
MGV Vanguard Mega Cap Value I.. 3.29 % 0.07 %

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USD 7.54B
CAPE Barclays ETN+ Shiller Cap.. 3.27 % 0.00 %

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USD 0.18B
DCPE DoubleLine Shiller CAPE U.. 3.27 % 0.00 %

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USD 0.38B
VTV Vanguard Value Index Fund.. 3.18 % 0.04 %

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USD 115.27B
DFUV Dimensional US Marketwide.. 3.04 % 0.00 %

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USD 10.31B
JKF iShares Morningstar Value.. 3.01 % 0.25 %

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USD 0.91B
JPEF JPMorgan Equity Focus ETF 3.01 % 0.00 %

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USD 0.56B
IS31:F iShares VI Public Limited.. 2.96 % 0.00 %

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IBCK:XETRA iShares Edge S&P 500 Mini.. 2.96 % 0.00 %

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USD 1.49B
IS31:XETRA iShares Edge S&P 500 Mini.. 2.96 % 0.00 %

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USD 0.11B
SPME:SW iShares Edge S&P 500 Mini.. 2.96 % 0.00 %

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USD 0.05B
SPLV:SW iShares Edge S&P 500 Mini.. 2.96 % 0.00 %

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USD 1.85B
SPMV 2.87 % 0.00 %

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XS5G:LSE Xtrackers S&P 500 Swap UC.. 2.60 % 0.00 %

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USD 0.84M
XSXD:LSE Xtrackers S&P 500 Swap UC.. 2.60 % 0.00 %

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USD 4.61B
XSXG:LSE Xtrackers S&P 500 Swap UC.. 2.60 % 0.00 %

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USD 4.61B
JAVA JPMorgan Active Value ETF 2.59 % 0.00 %

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USD 1.19B
HUSV First Trust Horizon Manag.. 2.49 % 0.70 %

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USD 0.08B
UBU5:F UBS (Irl) ETF Public Limi.. 2.46 % 0.00 %

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USD 0.48B
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 2.46 % 0.00 %

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USD 0.63B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.46 % 0.00 %

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USD 0.48B
SPXT ProShares S&P 500® ex-Te.. 2.36 % 0.27 %

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USD 0.05B
OEF iShares S&P 100 ETF 2.30 % 0.20 %

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USD 12.78B
VLU SPDR® S&P 1500 Value Til.. 2.29 % 0.13 %

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USD 0.35B
PRF Invesco FTSE RAFI US 1000.. 2.25 % 0.39 %

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USD 6.86B
FELC Fidelity Enhanced Large C.. 2.19 % 0.00 %

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USD 2.44B
RWL Invesco S&P 500 Revenue E.. 2.16 % 0.39 %

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USD 3.40B
FNDX Schwab Fundamental U.S. L.. 2.13 % 0.25 %

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USD 15.31B
APUE Trust For Professional Ma.. 2.04 % 0.00 %

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USD 0.61B
DFLV Dimensional ETF Trust - D.. 2.03 % 0.00 %

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USD 1.73B
FQAL Fidelity® Quality Factor.. 2.02 % 0.30 %

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USD 1.07B
FVAL Fidelity® Value Factor E.. 2.01 % 0.30 %

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USD 0.79B
MFUS PIMCO RAFI Dynamic Multi-.. 2.00 % 0.29 %

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USD 0.15B
UDEF:CA Manulife Smart U.S. Defen.. 2.00 % 0.00 %

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CAD 1.19M
FNDB Schwab Fundamental U.S. B.. 2.00 % 0.25 %

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USD 0.75B
JMOM JPMorgan U.S. Momentum Fa.. 1.93 % 0.12 %

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USD 0.97B
FDMO Fidelity® Momentum Facto.. 1.90 % 0.30 %

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USD 0.22B
JQUA JPMorgan U.S. Quality Fac.. 1.90 % 0.12 %

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USD 4.36B
MGC Vanguard Mega Cap Index F.. 1.89 % 0.07 %

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USD 5.84B
SPYI 1.85 % 0.00 %

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SPXV ProShares S&P 500® ex-He.. 1.81 % 0.27 %

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USD 0.02B
OALC Unified Series Trust 1.78 % 0.00 %

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USD 0.11B
NSPI 1.75 % 0.00 %

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IUSC:SW iShares S&P 500 CHF Hedge.. 1.74 % 0.00 %

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USD 0.52B
ZSP:CA BMO S&P 500 1.71 % 0.09 %

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CAD 15.01B
VUSA:F Vanguard Funds Public Lim.. 1.70 % 0.00 %

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USD 51.63B
VUSA:XETRA Vanguard S&P 500 UCITS ET.. 1.70 % 0.00 %

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USD 51.63B
VUAA:XETRA Vanguard S&P 500 UCITS Ac.. 1.70 % 0.00 %

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USD 51.63B
VUSA:SW Vanguard S&P 500 UCITS ET.. 1.70 % 0.00 %

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USD 41.79B
VOO Vanguard S&P 500 ETF 1.70 % 0.03 %

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USD 473.15B
1557:TSE SPDR® S&P 500 1.70 % 0.00 %

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USD 536.15B
SPY5:PA SPDR® S&P 500 UCITS ETF .. 1.70 % 0.00 %

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USD 11.54B
SPPE:F SSgA SPDR ETFs Europe I P.. 1.70 % 0.00 %

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SPY5:F SPDR® S&P 500 UCITS ETF 1.70 % 0.00 %

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USD 5.21B
SPPE:XETRA SPDR S&P 500 UCITS ETF EU.. 1.70 % 0.00 %

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USD 0.39B
SPY5:XETRA SPDR® S&P 500 UCITS ETF 1.70 % 0.00 %

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USD 4.27B
SPXE:SW SPDR S&P 500 UCITS ETF EU.. 1.70 % 0.00 %

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USD 0.56B
SPY5:SW SPDR® S&P 500 UCITS ETF .. 1.70 % 0.00 %

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USD 11.50B
SPYL:XETRA SPDR S&P 500 UCITS ETF US.. 1.70 % 0.00 %

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USD 15.61B
SPYL:LSE SPDR S&P 500 UCITS ETF US.. 1.70 % 0.00 %

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USD 3.46B
SPXL:LSE SPDR S&P 500 UCITS ETF US.. 1.70 % 0.00 %

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USD 3.50B
BBUD:SW 1.70 % 0.00 %

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HHH:PA HSBC ETFs Public Limited .. 1.69 % 0.00 %

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USD 7.02B
H4ZF:XETRA HSBC S&P 500 UCITS EUR 1.69 % 0.00 %

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USD 4.94B
HSPX:SW HSBC S&P 500 UCITS ETF US.. 1.69 % 0.00 %

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USD 7.02B
H4ZN:XETRA HSBC S&P 500 UCITS ETF US.. 1.69 % 0.00 %

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USD 7.18B
HSPA:PA HSBC S&P 500 UCITS ETF US.. 1.69 % 0.00 %

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UBU9:F UBS (Irl) ETF Public Limi.. 1.69 % 0.00 %

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USD 0.83B
UEQD:F UBS (Irl) ETF plc - S&P 5.. 1.69 % 0.00 %

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USD 0.06B
UBU9:XETRA UBS (Irl) plc - S&P 500 U.. 1.69 % 0.00 %

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USD 0.50B
UEQD:XETRA UBS (Irl) ETF plc - S&P 5.. 1.69 % 0.00 %

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USD 0.03B
SP500S:SW UBS (Irl) ETF plc - S&P 5.. 1.69 % 0.00 %

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USD 0.10B
SP500E:SW UBS (Irl) ETF plc - S&P 5.. 1.69 % 0.00 %

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USD 0.06B
SP500H:SW UBS (Irl) ETF plc - S&P 5.. 1.69 % 0.00 %

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USD 0.04B
SP5USY:SW UBS (Irl) ETF plc - S&P 5.. 1.69 % 0.00 %

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USD 0.83B
XDPD:F Xtrackers (IE) Public Lim.. 1.68 % 0.00 %

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XDPE:F Xtrackers (IE) Public Lim.. 1.68 % 0.00 %

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USD 0.47B
XDPD:XETRA Xtrackers S&P 500 UCITS E.. 1.68 % 0.00 %

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USD 0.03B
XDPE:XETRA Xtrackers S&P 500 UCITS E.. 1.68 % 0.00 %

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USD 0.46B
XDPU:XETRA Xtrackers S&P 500 UCITS E.. 1.68 % 0.00 %

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USD 1.12B
XDPP:LSE Xtrackers S&P 500 UCITS E.. 1.68 % 0.00 %

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USD 0.12B
XDPU:LSE Xtrackers S&P 500 UCITS E.. 1.68 % 0.00 %

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USD 0.12B
XDPC:SW Xtrackers S&P 500 UCITS E.. 1.68 % 0.00 %

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USD 0.02B
UYLD:AU Global X S&P 500 Covered .. 1.67 % 0.00 %

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PFT:PA Invesco FTSE RAFI US 1000.. 1.66 % 0.00 %

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USD 0.52B
6PSA:XETRA Invesco Markets III plc -.. 1.66 % 0.00 %

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USD 0.50B
PFT:SW Invesco FTSE RAFI US 1000.. 1.66 % 0.00 %

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USD 0.52B
SPXE ProShares S&P 500® ex-En.. 1.66 % 0.27 %

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USD 0.05B
SPYX SPDR® S&P 500 Fossil Fue.. 1.65 % 0.20 %

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USD 1.82B
USPX Franklin Templeton ETF Tr.. 1.64 % 0.00 %

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USD 1.09B
BBUD:XETRA BetaBuilders US Equity UC.. 1.64 % 0.00 %

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USD 0.02B
BBUS:XETRA BetaBuilders US Equity UC.. 1.64 % 0.00 %

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USD 0.02B
BBDD:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

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USD 9.86B
BBSU:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

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USD 9.75B
BBUD:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

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USD 1.16M
BBUS:SW JPM BetaBuilders US Equit.. 1.64 % 0.00 %

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IUSE:SW iShares S&P 500 EUR Hedge.. 1.64 % 0.00 %

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USD 5.78B
IBCF:XETRA iShares S&P 500 EUR Hedge.. 1.63 % 0.00 %

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USD 5.81B
LCUS:PA Multi Units Luxembourg - .. 1.63 % 0.00 %

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USD 0.03B
LCUS:F Multi Units Luxembourg - .. 1.63 % 0.00 %

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USD 0.03B
LCUS:XETRA Lyxor Core US Equity (DR).. 1.63 % 0.00 %

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USD 0.03B
VV Vanguard Large-Cap Index .. 1.63 % 0.04 %

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USD 35.92B
RVRB 1.63 % 0.00 %

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XTR Global X S&P 500® Tail R.. 1.62 % 0.00 %

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USD 2.49M
SXR8:F iShares Core S&P 500 UCIT.. 1.62 % 0.00 %

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USD 89.53B
CSSPX:SW iShares Core S&P 500 UCIT.. 1.62 % 0.00 %

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USD 89.50B
IUSA:F iShares Core S&P 500 UCIT.. 1.62 % 0.00 %

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USD 16.65B
SPYL:SW SPDR S&P 500 UCITS ETF US.. 1.62 % 0.00 %

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USD 3.47B
HSPS:LSE HSBC S&P 500 UCITS ETF US.. 1.62 % 0.00 %

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USD 0.18B
PBP Invesco S&P 500 BuyWrite .. 1.62 % 0.53 %

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USD 0.10B
SXR8:XETRA iShares Core S&P 500 UCIT.. 1.61 % 0.00 %

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USD 80.38B
IUSA:XETRA iShares Core S&P 500 UCIT.. 1.61 % 0.00 %

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USD 16.65B
IUSA:SW iShares S&P 500 UCITS Dis.. 1.61 % 0.00 %

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USD 16.65B
SPLG SPDR® Portfolio S&P 500 .. 1.60 % 0.04 %

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USD 39.37B
IVV iShares Core S&P 500 ETF 1.60 % 0.04 %

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USD 473.37B
VNRT:F Vanguard Funds Public Lim.. 1.60 % 0.00 %

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USD 3.41B
VNRT:XETRA Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 3.41B
VNRA:XETRA Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 3.41B
VNRA:LSE Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 1.24B
VNRG:LSE Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 1.25B
VNRA:SW Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 1.25B
VNRT:SW Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 2.43B
VNRA:F Vanguard FTSE North Ameri.. 1.60 % 0.00 %

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USD 3.41B
2521:TSE Listed Index Fund US Equi.. 1.58 % 0.00 %

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USD 34.00B
1547:TSE Listed Index Fund US Equi.. 1.56 % 0.00 %

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USD 47.15B
ZSPY 1.54 % 0.00 %

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BBUS 1.54 % 0.00 %

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JKD iShares Morningstar U.S. .. 1.52 % 0.20 %

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USD 0.92B
SCHX Schwab U.S. Large-Cap ETF 1.52 % 0.03 %

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USD 42.96B
JREU:F JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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JREU:XETRA JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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USD 47.08B
JRUD:XETRA JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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USD 6.04B
JRUD:LSE JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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USD 0.52B
JUHE:XETRA JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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JREU:SW JPM US Research Enhanced .. 1.52 % 0.00 %

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JUHC:SW JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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USD 0.03B
XMU:CA iShares MSCI Min Vol USA .. 1.51 % 0.33 %

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CAD 0.29B
AUSF Global X Adaptive U.S. Fa.. 1.51 % 0.27 %

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USD 0.27B
IWB iShares Russell 1000 ETF 1.49 % 0.15 %

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USD 36.22B
VTS:AU Vanguard US Total Market .. 1.48 % 0.00 %

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USD 3.95B
ISPY 1.48 % 0.00 %

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ULVM VictoryShares US Value Mo.. 1.47 % 0.20 %

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USD 0.15B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.45 % 0.00 %

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USD 0.20B
SPUU Direxion Daily S&P 500® .. 1.45 % 0.18 %

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USD 0.13B
VTI Vanguard Total Stock Mark.. 1.45 % 0.03 %

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USD 395.02B
SFLR Innovator Equity Managed .. 1.45 % 0.00 %

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USD 0.17B
SPY1:F SSgA SPDR ETFs Europe I P.. 1.43 % 0.00 %

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USD 0.13B
SPY1:XETRA SPDR® S&P 500 Low Volati.. 1.43 % 0.00 %

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USD 0.13B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.43 % 0.00 %

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XRLV Invesco S&P 500® ex-Rate.. 1.42 % 0.25 %

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USD 0.04B
SPLV Invesco S&P 500® Low Vol.. 1.41 % 0.25 %

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USD 6.84B
SPLW:LSE Invesco S&P 500 Low Volat.. 1.41 % 0.00 %

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USD 0.02B
CVLU:CA CI U.S. Enhanced Value In.. 1.41 % 0.00 %

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CAD 6.71M
SPLG:LSE Invesco S&P 500 Low Volat.. 1.40 % 0.00 %

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USD 0.02B
ITOT iShares Core S&P Total U... 1.40 % 0.03 %

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USD 56.42B
HELO J.P. Morgan Exchange-Trad.. 1.39 % 0.00 %

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USD 0.44B
ESPX:CA Evolve S&P 500® Enhanced.. 1.34 % 0.00 %

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CAD 0.08B
TILT 1.32 % 0.25 %

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FGLR:XETRA Fidelity Sustainable Rese.. 1.22 % 0.00 %

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USD 0.05B
FGLR:SW Fidelity Sustainable Rese.. 1.22 % 0.00 %

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USD 0.05B
FGLR:LSE Fidelity Sustainable Rese.. 1.19 % 0.00 %

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USD 0.05B
FGLS:LSE Fidelity Sustainable Rese.. 1.19 % 0.00 %

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USD 0.05B
XCUD:XETRA Xtrackers MSCI USA Climat.. 1.17 % 0.00 %

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USD 0.01B
SSO ProShares Ultra S&P500 1.14 % 0.90 %

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USD 5.52B
WVOL:AU iShares Edge MSCI World M.. 1.13 % 0.00 %

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USD 0.30B
SPXL Direxion Daily S&P500® B.. 1.05 % 1.00 %

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USD 4.69B
GDEF Goldman Sachs Defensive E.. 1.04 % 0.00 %

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USD 7.28M
PHDG Invesco S&P 500® Downsid.. 1.04 % 0.38 %

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GSLC Goldman Sachs ActiveBeta.. 0.99 % 0.09 %

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GSLC:SW Goldman Sachs ActiveBeta .. 0.94 % 0.00 %

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CSM 0.93 % 0.00 %

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UPRO ProShares UltraPro S&P500 0.84 % 0.92 %

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PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.77 % 0.00 %

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PSRW:SW Invesco FTSE RAFI All Wor.. 0.77 % 0.00 %

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VT Vanguard Total World Stoc.. 0.77 % 0.09 %

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SPY SPDR S&P 500 ETF Trust 0.00 % 0.09 %

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CATH Global X S&P 500® Cathol.. 0.00 % 0.29 %

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CPI 0.00 % 0.37 %

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EPS WisdomTree U.S. Earnings .. 0.00 % 0.28 %

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FLQG 0.00 % 0.34 %

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FTHI First Trust BuyWrite Inco.. 0.00 % 0.85 %

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FXO First Trust Financials Al.. 0.00 % 0.63 %

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HSPX 0.00 % 0.65 %

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IWV iShares Russell 3000 ETF 0.00 % 0.00 %

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IYY iShares Dow Jones U.S. ET.. 0.00 % 0.20 %

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SFY SoFi Select 500 0.00 % 0.00 %

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ZSP-U:CA BMO S&P 500 Index ETF 0.00 % 0.00 %

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MULC-B:CA Manulife Multifactor U.S... 0.00 % 0.00 %

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PLC 0.00 % 0.00 %

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ISHXF 0.00 % 0.00 %

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VRNIX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

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VRTTX Vanguard Russell 3000 Ind.. 0.00 % 0.00 %

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SCHB Schwab U.S. Broad Market .. 0.00 % 0.03 %

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USMV 0.00 % 0.15 %

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VONE Vanguard Russell 1000 Ind.. 0.00 % 0.12 %

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VQT 0.00 % 0.00 %

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VTHR Vanguard Russell 3000 Ind.. 0.00 % 0.15 %

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XLG Invesco S&P 500® Top 50 .. 0.00 % 0.20 %

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MULC:CA Manulife Multifactor U.S... 0.00 % 0.45 %

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CAD 9.87M
SCHK Schwab 1000 ETF 0.00 % 0.05 %

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USD 3.61B
SPTM SPDR® Portfolio S&P 1500.. 0.00 % 0.04 %

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DMRL 0.00 % 0.35 %

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CSP1:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

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CSPX:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

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GSPX:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

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HSPD:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

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HSPX:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

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IDUS:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

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IGUS:LSE iShares V Public Limited .. 0.00 % 0.00 %

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IUSA:LSE iShares S&P 500 UCITS Dis.. 0.00 % 0.00 %

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MVUS:LSE iShares VI Public Limited.. 0.00 % 0.00 %

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PRUS:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

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PSRF:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

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PSRW:LSE Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

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SPMD:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

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SPMV:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

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SPX5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

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SPY5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

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JREU:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

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JURE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

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LCUD:LSE Lyxor Core US Equity (DR).. 0.00 % 0.00 %

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LCUS:LSE Multi Units Luxembourg - .. 0.00 % 0.00 %

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PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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UC07:LSE UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

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UC13:LSE UBS (Irl) plc - S&P 500 U.. 0.00 % 0.00 %

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UC95:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USPG:LSE UBS (Irl) ETF plc - S&P 5.. 0.00 % 0.00 %

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VNRT:LSE Vanguard FTSE North Ameri.. 0.00 % 0.00 %

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VUSA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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VUSD:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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XCHA:LSE Xtrackers CSI300 Swap UCI.. 0.00 % 0.00 %

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XMID:LSE Xtrackers MSCI Indonesia .. 0.00 % 0.00 %

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XS2D:LSE Xtrackers S&P 500 2x Leve.. 0.00 % 0.00 %

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XSDX:LSE Xtrackers ShortDAX Daily .. 0.00 % 0.00 %

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XSPU:LSE Xtrackers - S&P 500 Swap .. 0.00 % 0.00 %

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XSPX:LSE Xtrackers S&P 500 Swap UC.. 0.00 % 0.00 %

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XT2D:LSE db x-trackers S&P 500 2x .. 0.00 % 0.00 %

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VDNR:LSE Vanguard FTSE North Ameri.. 0.00 % 0.00 %

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DBPG:F Xtrackers - S&P 500 2x Le.. 0.00 % 0.00 %

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DBPK:F Xtrackers - S&P 500 2x In.. 0.00 % 0.00 %

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H4ZF:F HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

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IBCF:F iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

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CAPU:LSE Ossiam Lux - Ossiam Shill.. 0.00 % 0.00 %

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HIPR 0.00 % 0.00 %

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DFAU Dimensional US Core Equit.. 0.00 % 0.00 %

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GSPY Gotham Enhanced 500 ETF 0.00 % 0.00 %

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PALC Pacer Lunt Large Cap Mult.. 0.00 % 0.00 %

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XYLD Global X S&P 500® Covere.. 0.00 % 0.00 %

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VUAA:LSE Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

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TPHU:LSE Amundi Japan Topix UCITS .. 0.00 % 0.00 %

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ILCB iShares Morningstar U.S. .. 0.00 % 0.00 %

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ILCV iShares Morningstar Value.. 0.00 % 0.00 %

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LVOL American Century Low Vola.. 0.00 % 0.00 %

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TSPA T. Rowe Price US Equity R.. 0.00 % 0.00 %

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ZACE:CA BMO U.S. All Cap Equity F.. 0.00 % 0.00 %

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DFUS Dimensional U.S. Equity E.. 0.00 % 0.00 %

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QVML Invesco Exchange-Traded F.. 0.00 % 0.00 %

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GACA:F Goldman Sachs ActiveBeta .. 0.00 % 0.00 %

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JRUD:F JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

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VUAA:F Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

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USD 51.63B
KOCG SHP ETF Trust - FIS Knigh.. 0.00 % 0.00 %

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QDPL Pacer Funds Trust - Metau.. 0.00 % 0.00 %

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XCLR Global X S&P 500® Collar.. 0.00 % 0.00 %

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USD 2.17M
XRMI Global X S&P 500® Risk M.. 0.00 % 0.00 %

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IGTR Innovator ETFs Trust - In.. 0.00 % 0.00 %

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XMAU:LSE Xtrackers MSCI AC World E.. 0.00 % 0.00 %

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USD 9.37M
PHEQ Morgan Stanley ETF Trust 0.00 % 0.00 %

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USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.38% 88% B+ 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.38% 88% B+ 82% B
Trailing 12 Months  
Capital Gain 21.09% 69% C- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.09% 50% F 76% C+
Trailing 5 Years  
Capital Gain 91.37% 71% C- 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 91.37% 71% C- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 17.53% 87% B+ 82% B
Dividend Return 17.53% 67% D+ 80% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.94% 47% F 57% F
Risk Adjusted Return 97.73% 93% A 98% N/A
Market Capitalization 883.68B 100% F 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector