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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-25
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 312.35Change
-1.79 (-0.57)%Market Cap
N/AVolume
0.35MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-25
ETF | Large Blend |
Last Closing
USD 312.35Change
-1.79 (-0.57)%Market Cap
N/AVolume
0.35MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-0.93 (-0.33%) |
USD 439.91B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.37 (-0.55%) |
USD 45.97B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.15 (-0.22%) |
USD 45.56B |
DGRW | WisdomTree U.S. Quality Divide.. |
-0.44 (-0.53%) |
USD 14.50B |
ESGU | iShares ESG Aware MSCI USA ETF |
-0.67 (-0.53%) |
USD 13.32B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.14 (-0.12%) |
USD 12.84B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.16 (-0.32%) |
USD 11.77B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.24 (-0.34%) |
USD 9.14B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.17 (-0.24%) |
USD 7.44B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.24 (-0.43%) |
USD 5.32B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDH | iShares Trust | 58.76 % | 0.00 % |
-0.15 (-0.45%) |
USD 2.94M |
ITDI | iShares Trust | 58.76 % | 0.00 % |
-0.14 (-0.45%) |
USD 3.53M |
ITDG | iShares Trust | 58.55 % | 0.00 % |
-0.15 (-0.45%) |
USD 4.12M |
ITDF | iShares Trust | 56.19 % | 0.00 % |
-0.15 (-0.45%) |
USD 5.88M |
ITDE | iShares Trust | 50.60 % | 0.00 % |
-0.16 (-0.45%) |
USD 6.42M |
ITDD | iShares Trust | 44.38 % | 0.00 % |
-0.12 (-0.45%) |
USD 6.36M |
ITDC | iShares Trust | 38.57 % | 0.00 % |
-0.14 (-0.45%) |
USD 8.58M |
ITDB | iShares Trust | 32.59 % | 0.00 % |
-0.13 (-0.45%) |
USD 7.36M |
ITDA | iShares Trust | 25.52 % | 0.00 % |
-0.11 (-0.45%) |
USD 2.79M |
IRTR | iShares Trust | 24.68 % | 0.00 % |
-0.10 (-0.45%) |
USD 3.32M |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
+0.05 (+-0.45%) |
USD 0.05B |
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 | 19.10% | 58% | F | 79% | B- | ||
Dividend Return | 1.02% | 56% | F | 21% | F | ||
Total Return | 20.12% | 58% | F | 77% | C+ | ||
Trailing 12 Months | |||||||
Capital Gain | 33.45% | 61% | D- | 80% | B- | ||
Dividend Return | 1.56% | 54% | F | 22% | F | ||
Total Return | 35.01% | 66% | D+ | 78% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 90.83% | 65% | D | 83% | B | ||
Dividend Return | 8.01% | 40% | F | 25% | F | ||
Total Return | 98.84% | 62% | D | 83% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.15% | 69% | C- | 76% | C+ | ||
Dividend Return | 15.39% | 66% | D+ | 75% | C | ||
Total Return | 1.23% | 41% | F | 28% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.14% | 41% | F | 53% | F | ||
Risk Adjusted Return | 80.41% | 65% | D | 90% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
The company has under performed its peers on annual average total returns in the past 5 years.
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.