IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 102.75

Change

-1.01 (-0.97)%

Market Cap

N/A

Volume

0.39M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Financial

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

-0.27 (-0.60%)

USD 42.90B
VFH Vanguard Financials Index Fund..

-0.74 (-0.67%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

-0.38 (-0.60%)

USD 1.78B
BIZD VanEck BDC Income ETF

-0.20 (-1.21%)

USD 1.18B
FXO First Trust Financials AlphaDE..

-0.41 (-0.80%)

USD 0.92B
VPC Virtus Private Credit ETF

-0.14 (-0.63%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.20 (-1.07%)

USD 0.03B
IXG iShares Global Financials ETF

-1.02 (-1.08%)

N/A
IYG iShares U.S. Financial Service..

-0.70 (-0.99%)

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

-1.28 (-1.00%)

N/A

ETFs Containing IYF

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 20.30% 81% B- 82% B
Dividend Return 1.14% 29% F 24% F
Total Return 21.44% 82% B 79% B-
Trailing 12 Months  
Capital Gain 37.44% 71% C- 83% B
Dividend Return 1.85% 35% F 28% F
Total Return 39.29% 71% C- 83% B
Trailing 5 Years  
Capital Gain 59.59% 71% C- 74% C
Dividend Return 8.10% 18% F 26% F
Total Return 67.69% 76% C+ 72% C
Average Annual (5 Year Horizon)  
Capital Gain 12.00% 47% F 72% C
Dividend Return 13.47% 35% F 71% C-
Total Return 1.47% 18% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 23.27% 82% B 44% F
Risk Adjusted Return 57.90% 59% D- 75% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.