IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 138.76

Change

-0.22 (-0.16)%

Market Cap

N/A

Volume

0.02M

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: 2024-09-20 )

Largest Industry Peers for Large Blend

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

-0.59 (-0.21%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.13 (-0.19%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.13 (-0.19%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.23 (-0.20%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.13 (-0.26%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.13 (-0.19%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

N/A

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

-0.06 (-0.11%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.09 (-0.16%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.38%)

USD 3.65B

ETFs Containing IYY

N/A

Market Performance

  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 19.08% 59% D- 79% B-
Dividend Return 0.55% 21% F 11% F
Total Return 19.63% 55% F 76% C+
Trailing 12 Months  
Capital Gain 31.60% 61% D- 80% B-
Dividend Return 1.45% 66% D+ 22% F
Total Return 33.05% 61% D- 78% C+
Trailing 5 Years  
Capital Gain 85.97% 59% D- 83% B
Dividend Return 7.29% 31% F 23% F
Total Return 93.26% 54% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.42% 58% F 76% C+
Dividend Return 14.60% 57% F 74% C
Total Return 1.18% 33% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 19.79% 35% F 52% F
Risk Adjusted Return 73.77% 44% F 87% B+
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 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.