IUSG:NSD-iShares Core S&P U.S. Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 131.38

Change

-0.23 (-0.17)%

Market Cap

N/A

Volume

0.28M

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: 2024-09-25 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.02 (-0.02%)

USD 32.57B
VOOG Vanguard S&P 500 Growth Index ..

+0.12 (+0.03%)

USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.18 (+0.08%)

USD 11.69B
SPGP Invesco S&P 500 GARP ETF

-0.75 (-0.72%)

USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

-0.03 (-0.05%)

USD 1.26B
FQAL Fidelity® Quality Factor ETF

-0.19 (-0.29%)

USD 1.05B
QGRO American Century U.S. Quality ..

-0.44 (-0.48%)

USD 0.89B
SFY SoFi Select 500

+0.01 (+0.05%)

USD 0.87B
BIBL Northern Lights Fund Trust IV ..

-0.40 (-0.99%)

USD 0.34B
GVIP Goldman Sachs Hedge Industry V..

-0.07 (-0.06%)

USD 0.30B

ETFs Containing IUSG

FDGR 10.20 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.21% 77% C+ 88% B+
Dividend Return 0.54% 68% D+ 9% A-
Total Return 26.75% 77% C+ 86% B+
Trailing 12 Months  
Capital Gain 39.06% 44% F 85% B
Dividend Return 0.94% 78% C+ 11% F
Total Return 40.00% 41% F 83% B
Trailing 5 Years  
Capital Gain 109.77% 63% D 87% B+
Dividend Return 5.74% 78% C+ 17% F
Total Return 115.51% 63% D 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.09% 77% C+ 73% C
Dividend Return 15.96% 77% C+ 72% C
Total Return 0.86% 77% C+ 21% F
Risk Return Profile  
Volatility (Standard Deviation) 22.87% 54% F 72% C
Risk Adjusted Return 69.76% 77% C+ 88% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike