IWB:ARCA-iShares Russell 1000 (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 309.37

Change

+2.15 (+0.70)%

Market Cap

USD 15.82B

Volume

0.44M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 1000? Index, which measures the performance of large- and mid-capitalization 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.

Inception Date: 15/05/2000

Primary Benchmark: Russell 1000 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

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: 2024-07-16 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+0.25 (+0.09%)

USD 429.50B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.08 (+0.12%)

USD 44.81B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.11 (+0.17%)

USD 43.01B
DGRW WisdomTree U.S. Quality Divide.. 0.28 %

+0.02 (+0.02%)

USD 14.25B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+0.18 (+0.16%)

USD 12.69B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+0.12 (+0.25%)

USD 10.52B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+0.09 (+0.13%)

USD 8.83B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

+0.08 (+0.11%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.23 (+0.42%)

USD 4.67B
SCHK Schwab 1000 ETF 0.05 %

+0.07 (+0.13%)

USD 3.66B

ETFs Containing IWB

ITDI iShares Trust 58.94 % 0.00 %

+0.07 (+0.24%)

USD 3.53M
ITDH iShares Trust 58.94 % 0.00 %

+0.07 (+0.24%)

USD 2.94M
ITDG iShares Trust 58.73 % 0.00 %

+0.07 (+0.24%)

USD 4.12M
ITDF iShares Trust 56.37 % 0.00 %

+0.07 (+0.24%)

USD 5.88M
ITDE iShares Trust 50.74 % 0.00 %

+0.06 (+0.24%)

USD 6.42M
ITDD iShares Trust 44.56 % 0.00 %

+0.07 (+0.24%)

USD 6.36M
ITDC iShares Trust 38.54 % 0.00 %

+0.03 (+0.24%)

USD 8.58M
ITDB iShares Trust 32.49 % 0.00 %

+0.03 (+0.24%)

USD 7.36M
ITDA iShares Trust 25.36 % 0.00 %

+0.04 (+0.24%)

USD 2.79M
IRTR iShares Trust 24.48 % 0.00 %

+0.03 (+0.24%)

USD 3.32M
SNAV 9.27 % 0.00 %

N/A

N/A
RWLS 0.00 % 0.00 %

N/A

N/A
RWUI 0.00 % 0.00 %

N/A

N/A
TWM ProShares UltraShort Russ.. 0.00 % 0.95 %

+0.13 (+0.24%)

USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.96% 57% F 81% B-
Dividend Return 0.61% 33% F 15% F
Total Return 18.57% 59% D- 79% B-
Trailing 12 Months  
Capital Gain 23.62% 59% D- 81% B-
Dividend Return 1.43% 50% F 22% F
Total Return 25.06% 61% D- 80% B-
Trailing 5 Years  
Capital Gain 86.15% 68% D+ 83% B
Dividend Return 7.68% 38% F 26% F
Total Return 93.83% 67% D+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.78% 70% C- 77% C+
Dividend Return 14.99% 68% D+ 76% C+
Total Return 1.21% 43% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 19.05% 39% F 54% F
Risk Adjusted Return 78.72% 64% D 92% A
Market Capitalization 15.82B 86% B+ 93% 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:
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:
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.

Below median total returns

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

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.