IUSG:ARCA-iShares Core Russell U.S. Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 134.32

Change

0.00 (0.00)%

Market Cap

USD 1.03B

Volume

0.27M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.

Inception Date: 24/07/2000

Primary Benchmark: S&P 900 Growth TR

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.08%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-19 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
QQQ Invesco QQQ Trust 0.20 %

N/A

USD 295.71B
VONG Vanguard Russell 1000 Growth I.. 0.12 %

N/A

USD 22.88B
ONEQ Fidelity® Nasdaq Composite In.. 0.21 %

N/A

USD 6.95B
FV First Trust Dorsey Wright Focu.. 0.30 %

N/A

USD 3.84B
QQEW First Trust NASDAQ-100 Equal W.. 0.60 %

N/A

USD 1.94B
QQQE Direxion NASDAQ-100 Equal Weig.. 0.35 %

N/A

USD 1.26B
FTC First Trust Large Cap Growth A.. 0.61 %

N/A

USD 1.12B
LRGE ClearBridge Large Cap Growth E.. 0.59 %

N/A

USD 0.39B
BKCH Global X Blockchain ETF 0.00 %

N/A

USD 0.17B
QQXT First Trust NASDAQ-100 Ex-Tech.. 0.60 %

N/A

USD 0.13B

ETFs Containing IUSG

FDGR 10.20 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -35.49% 23% F 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -35.49% 23% F 22% F
Trailing 12 Months  
Capital Gain -28.43% 23% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -28.43% 23% F 22% F
Trailing 5 Years  
Capital Gain 6.10% 31% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.10% 31% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 14.52% 71% C- 70% C-
Dividend Return 15.37% 79% B- 69% C-
Total Return 0.86% 79% B- 22% F
Risk Return Profile  
Volatility (Standard Deviation) 23.37% 57% F 71% C-
Risk Adjusted Return 65.79% 50% F 86% B+
Market Capitalization 1.03B 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:
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.