IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 139.49

Change

+0.36 (+0.26)%

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 Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.71 (+0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

+0.19 (+0.28%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.02 (-0.04%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.22 (+0.32%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.25 (-0.35%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

-0.09 (-0.16%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.18 (+0.33%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.33 (+0.28%)

USD 3.70B

ETFs Containing IYY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.70% 58% F 79% B-
Dividend Return 0.55% 14% F 10% F
Total Return 20.26% 56% F 76% C+
Trailing 12 Months  
Capital Gain 34.23% 71% C- 80% B-
Dividend Return 1.07% 28% F 13% F
Total Return 35.29% 63% D 78% C+
Trailing 5 Years  
Capital Gain 89.02% 61% D- 83% B
Dividend Return 6.93% 29% F 21% F
Total Return 95.95% 57% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.50% 57% F 75% C
Dividend Return 14.68% 55% F 73% C
Total Return 1.18% 32% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 19.82% 35% F 52% F
Risk Adjusted Return 74.08% 43% F 87% 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 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.