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

ETF | Financial |

Last Closing

USD 71.38

Change

-0.02 (-0.03)%

Market Cap

N/A

Volume

0.07M

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 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 19.49% 57% F 80% B-
Dividend Return 0.69% 13% F 14% F
Total Return 20.18% 52% F 77% C+
Trailing 12 Months  
Capital Gain 35.72% 65% D 84% B
Dividend Return 1.84% 22% F 28% F
Total Return 37.56% 65% D 83% B
Trailing 5 Years  
Capital Gain 55.94% 57% F 73% C
Dividend Return 7.88% 17% F 26% F
Total Return 63.82% 57% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.75% 41% F 72% C
Dividend Return 13.29% 29% F 70% C-
Total Return 1.54% 24% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 26.78% 59% D- 38% F
Risk Adjusted Return 49.62% 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.