IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 71.67

Change

+1.06 (+1.50)%

Market Cap

N/A

Volume

0.03M

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: 2024-09-19 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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USD 42.83B
VFH Vanguard Financials Index Fund..

+1.44 (+1.31%)

USD 9.85B
FNCL Fidelity® MSCI Financials Ind..

+0.88 (+1.38%)

USD 1.73B
BIZD VanEck BDC Income ETF

+0.16 (+0.98%)

USD 1.17B
FXO First Trust Financials AlphaDE..

+0.77 (+1.51%)

USD 0.89B
VPC Virtus Private Credit ETF

+0.09 (+0.42%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.15 (+0.77%)

USD 0.03B
IXG iShares Global Financials ETF

+1.31 (+1.40%)

N/A
IYF iShares U.S. Financials ETF

+1.37 (+1.33%)

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

+2.25 (+1.78%)

N/A

ETFs Containing IYG

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 19.98% 53% F 80% B-
Dividend Return 0.69% 18% F 16% F
Total Return 20.66% 53% F 78% C+
Trailing 12 Months  
Capital Gain 35.47% 53% F 84% B
Dividend Return 1.83% 29% F 29% F
Total Return 37.31% 47% F 83% B
Trailing 5 Years  
Capital Gain 55.93% 47% F 73% C
Dividend Return 8.29% 24% F 27% F
Total Return 64.22% 47% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.55% 41% F 72% C
Dividend Return 13.09% 29% F 70% C-
Total Return 1.54% 24% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 26.78% 59% D- 39% F
Risk Adjusted Return 48.86% 29% F 67% D+
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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.