IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 189.5

Change

+0.86 (+0.46)%

Market Cap

N/A

Volume

1.35M

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: 2024-09-23 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.45 (+0.53%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

+0.24 (+0.38%)

USD 30.27B
FNDX Schwab Fundamental U.S. Large ..

+0.20 (+0.28%)

USD 17.06B
SCHV Schwab U.S. Large-Cap Value ET..

+0.37 (+0.46%)

USD 11.60B
SPYD SPDR® Portfolio S&P 500 High ..

+0.22 (+0.49%)

USD 6.72B
VOOV Vanguard S&P 500 Value Index F..

+0.98 (+0.52%)

USD 5.22B
SPHD Invesco S&P 500® High Dividen..

+0.12 (+0.24%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.24 (+0.48%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

+0.32 (+0.40%)

USD 3.13B
LRGF iShares U.S. Equity Factor ETF

+0.18 (+0.31%)

USD 2.22B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.65 % 0.00 %

+0.18 (+0.53%)

USD 5.80M
QEH 0.00 % 1.68 %

N/A

N/A
RWGV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.67% 51% F 71% C-
Dividend Return 0.89% 12% F 20% F
Total Return 15.56% 35% F 67% D+
Trailing 12 Months  
Capital Gain 22.53% 27% F 66% D+
Dividend Return 2.21% 48% F 33% F
Total Return 24.74% 27% F 63% D
Trailing 5 Years  
Capital Gain 47.44% 42% F 70% C-
Dividend Return 8.95% 16% F 31% F
Total Return 56.38% 37% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.80% 38% F 68% D+
Dividend Return 11.53% 25% F 66% D+
Total Return 1.73% 31% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 16.86% 46% F 59% D-
Risk Adjusted Return 68.36% 29% F 83% 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 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.

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.