IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 104.13

Change

-0.13 (-0.12)%

Market Cap

N/A

Volume

0.16M

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 Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.22 (-0.48%)

USD 42.83B
VFH Vanguard Financials Index Fund..

+0.16 (+0.14%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

+0.06 (+0.09%)

USD 1.78B
KBWB Invesco KBW Bank ETF

-0.72 (-1.22%)

USD 1.71B
BIZD VanEck BDC Income ETF

+0.04 (+0.24%)

USD 1.18B
FXO First Trust Financials AlphaDE..

+0.01 (+0.02%)

USD 0.89B
KBWP Invesco KBW Property & Casualt..

+0.57 (+0.49%)

USD 0.41B
KBWD Invesco KBW High Dividend Yiel..

-0.24 (-1.55%)

USD 0.40B
PFI Invesco DWA Financial Momentum..

+0.10 (+0.18%)

USD 0.06B
KBWR Invesco KBW Regional Banking E..

-0.65 (-1.13%)

USD 0.05B

ETFs Containing IYF

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 21.92% 78% C+ 84% B
Dividend Return 0.71% 17% F 15% F
Total Return 22.63% 78% C+ 81% B-
Trailing 12 Months  
Capital Gain 36.47% 74% C 84% B
Dividend Return 1.85% 26% F 28% F
Total Return 38.33% 70% C- 84% B
Trailing 5 Years  
Capital Gain 61.38% 83% B 75% C
Dividend Return 7.52% 13% F 24% F
Total Return 68.90% 78% C+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.00% 47% F 72% C
Dividend Return 13.47% 35% F 71% C-
Total Return 1.47% 18% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 23.27% 82% B 44% F
Risk Adjusted Return 57.90% 59% D- 75% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.