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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-19
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 313.16Change
+5.34 (+1.73)%Market Cap
N/AVolume
0.81MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-19
ETF | Large Blend |
Last Closing
USD 313.16Change
+5.34 (+1.73)%Market Cap
N/AVolume
0.81MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+4.70 (+1.69%) |
USD 429.85B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+1.13 (+1.71%) |
USD 45.42B |
SCHX | Schwab U.S. Large-Cap ETF |
+1.13 (+1.70%) |
USD 45.04B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+1.94 (+1.76%) |
USD 12.56B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.85 (+1.75%) |
USD 11.50B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+1.16 (+1.69%) |
USD 9.00B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.20 (+0.28%) |
USD 7.42B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.69 (+1.24%) |
USD 4.91B |
SCHK | Schwab 1000 ETF |
+0.93 (+1.72%) |
USD 3.72B |
SUSA | iShares MSCI USA ESG Select |
+2.01 (+1.71%) |
USD 3.65B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDH | iShares Trust | 58.93 % | 0.00 % |
+0.54 (+1.72%) |
USD 2.94M |
ITDI | iShares Trust | 58.75 % | 0.00 % |
+0.54 (+1.72%) |
USD 3.53M |
ITDG | iShares Trust | 58.72 % | 0.00 % |
+0.54 (+1.72%) |
USD 4.12M |
ITDF | iShares Trust | 56.22 % | 0.00 % |
+0.51 (+1.72%) |
USD 5.88M |
ITDE | iShares Trust | 50.57 % | 0.00 % |
+0.48 (+1.72%) |
USD 6.42M |
ITDD | iShares Trust | 44.38 % | 0.00 % |
+0.41 (+1.72%) |
USD 6.36M |
ITDC | iShares Trust | 38.34 % | 0.00 % |
+0.17 (+1.72%) |
USD 8.58M |
ITDB | iShares Trust | 32.31 % | 0.00 % |
+0.28 (+1.72%) |
USD 7.36M |
ITDA | iShares Trust | 25.22 % | 0.00 % |
+0.20 (+1.72%) |
USD 2.79M |
IRTR | iShares Trust | 24.38 % | 0.00 % |
+0.19 (+1.72%) |
USD 3.32M |
INAV | 22.20 % | 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 % |
-0.40 (1.72%) |
USD 0.05B |
Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 19.41% | 58% | F | 80% | B- | ||
Dividend Return | 0.61% | 31% | F | 13% | F | ||
Total Return | 20.02% | 56% | F | 77% | C+ | ||
Trailing 12 Months | |||||||
Capital Gain | 31.59% | 56% | F | 80% | B- | ||
Dividend Return | 1.51% | 71% | C- | 23% | F | ||
Total Return | 33.10% | 61% | D- | 78% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 88.48% | 67% | D+ | 83% | B | ||
Dividend Return | 7.68% | 41% | F | 24% | F | ||
Total Return | 96.16% | 63% | D | 83% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.08% | 72% | C | 77% | C+ | ||
Dividend Return | 15.31% | 68% | D+ | 75% | C | ||
Total Return | 1.23% | 40% | F | 27% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.11% | 40% | F | 54% | F | ||
Risk Adjusted Return | 80.11% | 65% | D | 91% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
The company has under performed its peers on annual average total returns in the past 5 years.
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.