IWB:ARCA-iShares Russell 1000 (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 291.74

Change

-5.79 (-1.95)%

Market Cap

USD 15.82B

Volume

0.95M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-08-02 )

Largest Industry Peers for Large Blend

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

N/A

USD 430.94B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD 44.97B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

USD 43.54B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

USD 12.72B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

USD 8.66B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

USD 4.62B
SCHK Schwab 1000 ETF 0.05 %

N/A

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

N/A

USD 3.56B

ETFs Containing IWB

ITDH iShares Trust 58.59 % 0.00 %

N/A

USD 2.94M
ITDI iShares Trust 58.59 % 0.00 %

N/A

USD 3.53M
ITDG iShares Trust 58.38 % 0.00 %

N/A

USD 4.12M
ITDF iShares Trust 55.97 % 0.00 %

N/A

USD 5.88M
ITDE iShares Trust 50.26 % 0.00 %

N/A

USD 6.42M
ITDD iShares Trust 44.38 % 0.00 %

N/A

USD 6.36M
ITDC iShares Trust 38.01 % 0.00 %

N/A

USD 8.58M
ITDB iShares Trust 31.99 % 0.00 %

N/A

USD 7.36M
ITDA iShares Trust 24.93 % 0.00 %

N/A

USD 2.79M
IRTR iShares Trust 24.10 % 0.00 %

N/A

USD 3.32M
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 %

N/A

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 11.24% 51% F 78% C+
Dividend Return 0.61% 34% F 15% F
Total Return 11.85% 51% F 75% C
Trailing 12 Months  
Capital Gain 18.59% 58% F 81% B-
Dividend Return 1.46% 50% F 22% F
Total Return 20.05% 63% D 79% B-
Trailing 5 Years  
Capital Gain 79.39% 64% D 83% B
Dividend Return 7.85% 39% F 25% F
Total Return 87.24% 64% D 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.95% 71% C- 77% C+
Dividend Return 15.17% 64% D 76% C+
Total Return 1.22% 40% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 19.05% 39% F 54% F
Risk Adjusted Return 79.61% 63% D 92% A
Market Capitalization 15.82B N/A N/A N/A 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:

There is nothing we particularly like

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.

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.