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

ETF | Financial |

Last Closing

USD 70.7

Change

-0.68 (-0.95)%

Market Cap

N/A

Volume

0.03M

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: 2024-09-24 )

Largest Industry Peers for Financial

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

-0.38 (-0.84%)

USD 42.83B
VFH Vanguard Financials Index Fund..

-1.01 (-0.91%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

-0.63 (-0.98%)

USD 1.78B
BIZD VanEck BDC Income ETF

-0.01 (-0.06%)

USD 1.18B
FXO First Trust Financials AlphaDE..

-0.17 (-0.33%)

USD 0.89B
VPC Virtus Private Credit ETF

+0.02 (+0.09%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.02 (-0.08%)

USD 0.03B
IXG iShares Global Financials ETF

-0.21 (-0.22%)

N/A
IYF iShares U.S. Financials ETF

-0.37 (-0.36%)

N/A
IAI iShares U.S. Broker-Dealers & ..

+0.36 (+0.28%)

N/A

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 18.35% 47% F 77% C+
Dividend Return 0.69% 18% F 14% F
Total Return 19.04% 47% F 74% C
Trailing 12 Months  
Capital Gain 37.25% 65% D 83% B
Dividend Return 1.31% 18% F 18% F
Total Return 38.56% 53% F 82% B
Trailing 5 Years  
Capital Gain 55.26% 47% F 72% C
Dividend Return 7.92% 18% F 26% F
Total Return 63.18% 47% 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.