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

ETF | Large Growth |

Last Closing

USD 95.82

Change

+0.29 (+0.30)%

Market Cap

N/A

Volume

2.30M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Large Growth

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

+0.29 (+0.28%)

USD 32.57B
VONG Vanguard Russell 1000 Growth I..

+0.01 (+0.01%)

USD 22.24B
VOOG Vanguard S&P 500 Growth Index ..

+1.17 (+0.34%)

USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.33 (+0.15%)

USD 11.69B
SPGP Invesco S&P 500 GARP ETF

+0.88 (+0.85%)

USD 4.27B
FV First Trust Dorsey Wright Focu..

+1.01 (+1.75%)

USD 3.72B
QQEW First Trust NASDAQ-100 Equal W..

+1.44 (+1.16%)

USD 1.94B
JMOM JPMorgan U.S. Momentum Factor ..

+0.28 (+0.49%)

USD 1.26B
FTC First Trust Large Cap Growth A..

+0.75 (+0.57%)

USD 1.15B
FQAL Fidelity® Quality Factor ETF

+0.34 (+0.53%)

USD 1.05B

ETFs Containing IVW

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

+0.09 (+0.75%)

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 27.59% 93% A 88% B+
Dividend Return 0.40% 50% F 7% C-
Total Return 27.99% 93% A 87% B+
Trailing 12 Months  
Capital Gain 39.64% 60% D- 86% B+
Dividend Return 0.75% 63% D 9% A-
Total Return 40.39% 57% F 84% B
Trailing 5 Years  
Capital Gain 755.68% 100% F 99% N/A
Dividend Return 18.11% 100% F 64% D
Total Return 773.79% 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.