IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 95.53

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.71M

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 IVW

DWAT Arrow DWA Tactical: Macro.. 11.57 % 1.40 %

-0.04 (-0.36%)

USD 3.44M

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 27.20% 88% B+ 89% A-
Dividend Return 0.40% 48% F 6% D-
Total Return 27.61% 88% B+ 87% B+
Trailing 12 Months  
Capital Gain 40.16% 56% F 85% B
Dividend Return 0.76% 56% F 8% B-
Total Return 40.91% 52% F 84% B
Trailing 5 Years  
Capital Gain 753.09% 100% F 99% N/A
Dividend Return 18.11% 100% F 63% D
Total Return 771.20% 100% F 99% N/A
Average Annual (5 Year Horizon)  
Capital Gain 116.85% 100% F 98% N/A
Dividend Return 117.86% 100% F 98% N/A
Total Return 1.01% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 192.76% 4% F 4% F
Risk Adjusted Return 61.14% 42% F 78% 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:
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:
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.

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.