IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 103.13

Change

-0.16 (-0.15)%

Market Cap

N/A

Volume

0.45M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-18 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.14 (-0.31%)

USD 42.83B
VFH Vanguard Financials Index Fund..

-0.18 (-0.16%)

USD 9.85B
FNCL Fidelity® MSCI Financials Ind..

-0.13 (-0.20%)

USD 1.73B
BIZD VanEck BDC Income ETF

+0.07 (+0.43%)

USD 1.17B
FXO First Trust Financials AlphaDE..

+0.06 (+0.12%)

USD 0.89B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.08 (+0.40%)

USD 0.03B
IXG iShares Global Financials ETF

-0.14 (-0.15%)

N/A
IYG iShares U.S. Financial Service..

-0.18 (-0.25%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.46 (-0.36%)

N/A

ETFs Containing IYF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.75% 82% B 84% B
Dividend Return 0.71% 24% F 16% F
Total Return 21.46% 82% B 82% B
Trailing 12 Months  
Capital Gain 32.54% 71% C- 85% B
Dividend Return 1.81% 35% F 29% F
Total Return 34.36% 71% C- 84% B
Trailing 5 Years  
Capital Gain 59.22% 71% C- 76% C+
Dividend Return 7.96% 18% F 26% F
Total Return 67.18% 65% D 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.80% 47% F 72% C
Dividend Return 13.27% 35% F 71% C-
Total Return 1.47% 18% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.28% 82% B 45% F
Risk Adjusted Return 56.98% 59% D- 75% C
Market Capitalization N/A 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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