IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 70

Change

-0.70 (-0.99)%

Market Cap

N/A

Volume

0.02M

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 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
IYF iShares U.S. Financials ETF

-1.01 (-0.97%)

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

-1.28 (-1.00%)

N/A

ETFs Containing IYG

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 17.18% 44% F 76% C+
Dividend Return 1.09% 24% F 23% F
Total Return 18.27% 47% F 73% C
Trailing 12 Months  
Capital Gain 35.99% 59% D- 82% B
Dividend Return 1.78% 29% F 27% F
Total Return 37.77% 53% F 82% B
Trailing 5 Years  
Capital Gain 53.71% 47% F 72% C
Dividend Return 8.44% 24% F 28% F
Total Return 62.16% 47% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.75% 41% F 72% C
Dividend Return 13.29% 29% F 70% C-
Total Return 1.54% 24% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 26.78% 59% D- 38% F
Risk Adjusted Return 49.62% 29% F 67% D+
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 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.