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

ETF | Financial |

Last Closing

USD 71.49

Change

+1.25 (+1.78)%

Market Cap

N/A

Volume

0.05M

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: 2024-10-04 )

Largest Industry Peers for Financial

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

+0.76 (+1.69%)

USD 41.97B
VFH Vanguard Financials Index Fund..

+1.87 (+1.72%)

USD 10.13B
FNCL Fidelity® MSCI Financials Ind..

+1.12 (+1.77%)

USD 1.77B
BIZD VanEck BDC Income ETF

+0.11 (+0.68%)

USD 1.20B
FXO First Trust Financials AlphaDE..

+0.99 (+1.95%)

USD 0.90B
VPC Virtus Private Credit ETF

+0.11 (+0.48%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.12 (+0.61%)

USD 0.02B
IXG iShares Global Financials ETF

+1.40 (+1.50%)

N/A
IYF iShares U.S. Financials ETF

+1.99 (+1.94%)

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

+1.56 (+1.22%)

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 19.68% 53% F 78% C+
Dividend Return 1.09% 12% F 21% F
Total Return 20.76% 47% F 76% C+
Trailing 12 Months  
Capital Gain 39.72% 65% D 83% B
Dividend Return 1.79% 29% F 26% F
Total Return 41.51% 65% D 82% B
Trailing 5 Years  
Capital Gain 60.47% 47% F 73% C
Dividend Return 8.63% 24% F 28% F
Total Return 69.10% 47% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.96% N/A N/A 72% C
Dividend Return 13.50% N/A N/A 70% C-
Total Return 1.54% N/A N/A 36% F
Risk Return Profile  
Volatility (Standard Deviation) 26.77% N/A N/A 39% F
Risk Adjusted Return 50.44% N/A N/A 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:

There is nothing we particularly dislike