IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 94.75

Change

+1.45 (+1.55)%

Market Cap

N/A

Volume

4.50K

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: 2024-09-26 )

Largest Industry Peers for Financial

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

+0.23 (+0.51%)

USD 42.90B
VFH Vanguard Financials Index Fund..

+0.57 (+0.52%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

+0.31 (+0.49%)

USD 1.78B
BIZD VanEck BDC Income ETF

+0.11 (+0.67%)

USD 1.18B
FXO First Trust Financials AlphaDE..

-0.01 (-0.02%)

USD 0.92B
FTXO First Trust Nasdaq Bank ETF

+0.25 (+0.88%)

USD 0.11B
QABA First Trust NASDAQ® ABA Commu..

-0.01 (-0.02%)

USD 0.11B
VPC Virtus Private Credit ETF

+0.22 (+1.00%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.16 (+0.82%)

USD 0.03B
IYF iShares U.S. Financials ETF

+0.46 (+0.45%)

N/A

ETFs Containing IXG

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 20.58% 79% B- 81% B-
Dividend Return 1.86% 63% D 40% F
Total Return 22.44% 84% B 80% B-
Trailing 12 Months  
Capital Gain 33.37% 32% F 80% B-
Dividend Return 3.36% 63% D 48% F
Total Return 36.73% 37% F 81% B-
Trailing 5 Years  
Capital Gain 48.28% 47% F 69% C-
Dividend Return 11.81% 68% D+ 44% F
Total Return 60.09% 47% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.03% 35% F 70% C-
Dividend Return 13.17% 24% F 70% C-
Total Return 2.15% 65% D 47% F
Risk Return Profile  
Volatility (Standard Deviation) 22.67% 88% B+ 45% F
Risk Adjusted Return 58.10% 65% 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.