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

ETF | Financial |

Last Closing

USD 103.21

Change

+0.46 (+0.45)%

Market Cap

N/A

Volume

0.25M

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
IXG iShares Global Financials ETF

+1.45 (+1.55%)

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 20.84% 84% B 81% B-
Dividend Return 1.14% 26% F 26% F
Total Return 21.98% 79% B- 79% B-
Trailing 12 Months  
Capital Gain 37.07% 68% D+ 84% B
Dividend Return 1.84% 37% F 29% F
Total Return 38.90% 63% D 83% B
Trailing 5 Years  
Capital Gain 60.30% 79% B- 74% C
Dividend Return 8.10% 16% F 27% F
Total Return 68.40% 74% 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.