IWY:NYE-iShares Russell Top 200 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 220.05

Change

+1.33 (+0.61)%

Market Cap

USD 11.69B

Volume

0.26M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents,. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Large Growth

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

+0.53 (+0.51%)

USD 32.57B
SCHG Schwab U.S. Large-Cap Growth E..

+0.53 (+0.51%)

USD 32.57B
VOOG Vanguard S&P 500 Growth Index ..

+1.56 (+0.45%)

USD 12.94B
VOOG Vanguard S&P 500 Growth Index ..

+1.56 (+0.45%)

USD 12.94B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.27B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

+0.25 (+0.44%)

USD 1.14B
JMOM JPMorgan U.S. Momentum Factor ..

+0.25 (+0.44%)

USD 1.14B
FQAL Fidelity® Quality Factor ETF

+0.29 (+0.45%)

USD 1.05B
FQAL Fidelity® Quality Factor ETF

+0.29 (+0.45%)

USD 1.05B

ETFs Containing IWY

XCOR FundX ETF 11.42 % 0.00 %

+0.25 (+0.19%)

N/A
XNAV FundX Aggressive ETF 9.34 % 0.00 %

+0.28 (+0.19%)

N/A
XRLX FundX Investment Trust 7.03 % 0.00 %

+0.08 (+0.19%)

USD 0.06B

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 25.58% 73% C 86% B+
Dividend Return 0.43% 54% F 6% D-
Total Return 26.01% 73% C 85% B
Trailing 12 Months  
Capital Gain 41.55% 78% C+ 85% B
Dividend Return 0.73% 50% F 8% B-
Total Return 42.28% 78% C+ 84% B
Trailing 5 Years  
Capital Gain 159.65% 94% A 91% A-
Dividend Return 4.91% 46% F 14% F
Total Return 164.56% 94% A 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 19.95% N/A N/A 83% B
Dividend Return 20.60% N/A N/A 81% B-
Total Return 0.65% N/A N/A 16% F
Risk Return Profile  
Volatility (Standard Deviation) 24.05% N/A N/A 43% F
Risk Adjusted Return 85.65% N/A N/A 93% A
Market Capitalization 11.69B 82% B 87% B+

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.