ducovest

IWF:ARCA-iShares Russell 1000 Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 374.65

Change

-8.11 (-2.12)%

Market Cap

USD 31.12B

Volume

1.36M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 1000? Growth Index, which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 22/05/2000

Primary Benchmark: Russell 1000 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.19 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-11 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

-2.15 (-2.19%)

 USD 30.21B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

-6.73 (-2.09%)

 USD 11.69B
IWY iShares Russell Top 200 Growth.. 0.20 %

-4.25 (-2.06%)

 USD 11.63B
SPGP Invesco S&P 500 GARP ETF 0.36 %

-3.25 (-3.19%)

 USD 4.70B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

-1.33 (-2.50%)

 USD 1.04B
FQAL Fidelity® Quality Factor ETF 0.30 %

-0.70 (-1.14%)

 USD 1.01B
QGRO American Century U.S. Quality .. 0.00 %

-2.14 (-2.54%)

 USD 0.85B
SFY SoFi Select 500 0.00 %

-0.50 (-2.57%)

 USD 0.84B
BIBL Northern Lights Fund Trust IV .. 0.35 %

-0.90 (-2.34%)

 USD 0.33B
GVIP Goldman Sachs Hedge Industry V.. 0.45 %

-3.11 (-2.87%)

 USD 0.27B

ETFs Containing IWF

RWGV 93.95 % 0.00 %

N/A

 N/A
PRAE Northern Lights Fund Trus.. 72.14 % 0.00 %

-0.47 (-1.15%)

 USD 5.80M
XCOR FundX ETF 11.22 % 0.00 %

-1.31 (-1.15%)

 N/A
XRLX FundX Investment Trust 6.54 % 0.00 %

-0.48 (-1.15%)

 USD 0.06B
QEH 0.00 % 1.68 %

N/A

 N/A
RWVG 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.58% 67% D+ 90% A-
Dividend Return 0.28% 54% F 5% F
Total Return 23.86% 68% D+ 89% A-
Trailing 12 Months  
Capital Gain 33.71% 65% D 90% A-
Dividend Return 0.55% 28% F 6% D-
Total Return 34.25% 65% D 89% A-
Trailing 5 Years  
Capital Gain 129.87% 88% B+ 90% A-
Dividend Return 4.17% 40% F 13% F
Total Return 134.05% 88% B+ 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.55% 81% B- 83% B
Dividend Return 19.16% 78% C+ 81% B-
Total Return 0.61% 40% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 23.83% 52% F 44% F
Risk Adjusted Return 80.41% 89% A- 93% A
Market Capitalization 31.12B 96% N/A 98% N/A

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.