ducovest

IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 94.9

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.61M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

N/A

 USD 31.77B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 12.93B
IWY iShares Russell Top 200 Growth..

N/A

 USD 11.51B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.33B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.11B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.05B
QGRO American Century U.S. Quality ..

N/A

 USD 0.88B
SFY SoFi Select 500

N/A

 USD 0.86B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.34B
GVIP Goldman Sachs Hedge Industry V..

N/A

 USD 0.30B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 11.57 % 1.40 %

N/A

 USD 3.44M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.36% 92% A 88% B+
Dividend Return 0.21% 35% F 3% F
Total Return 26.57% 92% A 86% B+
Trailing 12 Months  
Capital Gain 37.70% 48% F 85% B
Dividend Return 0.86% 79% B- 10% F
Total Return 38.56% 48% F 84% B
Trailing 5 Years  
Capital Gain 734.47% 100% F 99% N/A
Dividend Return 16.90% 100% F 60% D-
Total Return 751.37% 100% F 99% N/A
Average Annual (5 Year Horizon)  
Capital Gain 116.85% 100% F 98% N/A
Dividend Return 117.86% 100% F 98% N/A
Total Return 1.01% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 192.76% 4% F 4% F
Risk Adjusted Return 61.14% 42% F 78% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.