ducovest

IWF:ARCA-iShares Russell 1000 Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 382.82

Change

0.00 (0.00)%

Market Cap

USD 31.12B

Volume

0.79M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 1000? Growth Index, which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 22/05/2000

Primary Benchmark: Russell 1000 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.19 %

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
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

N/A

 USD 33.84B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

N/A

 USD 13.26B
IWY iShares Russell Top 200 Growth.. 0.20 %

N/A

 USD 12.19B
SPGP Invesco S&P 500 GARP ETF 0.36 %

N/A

 USD 4.26B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

N/A

 USD 1.18B
FQAL Fidelity® Quality Factor ETF 0.30 %

N/A

 USD 1.10B
SFY SoFi Select 500 0.00 %

N/A

 USD 0.93B
QGRO American Century U.S. Quality .. 0.00 %

N/A

 USD 0.93B
BIBL Northern Lights Fund Trust IV .. 0.35 %

N/A

 USD 0.34B
FDMO Fidelity® Momentum Factor ETF 0.30 %

N/A

 USD 0.33B

ETFs Containing IWF

RWGV 93.95 % 0.00 %

N/A

 N/A
XCOR FundX ETF 11.22 % 0.00 %

N/A

 N/A
XRLX FundX Investment Trust 6.50 % 0.00 %

N/A

 USD 0.06B
PRAE Northern Lights Fund Trus.. 2.66 % 0.00 %

N/A

 USD 8.19M
QEH 0.00 % 1.68 %

N/A

 N/A
RWVG 0.00 % 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 26.27% 50% F 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.27% 50% F 82% B
Trailing 12 Months  
Capital Gain 44.73% 48% F 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 44.73% 48% F 82% B
Trailing 5 Years  
Capital Gain 136.26% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 136.26% 88% B+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.40% 80% B- 81% B-
Dividend Return 19.01% 80% B- 80% B-
Total Return 0.61% 44% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 23.79% 56% F 44% F
Risk Adjusted Return 79.89% 88% B+ 90% A-
Market Capitalization 31.12B 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.