IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 98.45

Change

+0.79 (+0.81)%

Market Cap

N/A

Volume

1.17M

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: 2024-10-29 )

Largest Industry Peers for Large Growth

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

+0.21 (+0.79%)

USD 33.94B
VOOG Vanguard S&P 500 Growth Index ..

+2.88 (+0.82%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+1.97 (+0.88%)

USD 12.20B
SPGP Invesco S&P 500 GARP ETF

-0.54 (-0.51%)

USD 4.15B
JMOM JPMorgan U.S. Momentum Factor ..

+0.32 (+0.55%)

USD 1.17B
FQAL Fidelity® Quality Factor ETF

+0.13 (+0.20%)

USD 1.08B
SFY SoFi Select 500

+0.39 (+0.36%)

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

+0.55 (+0.59%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+0.15 (+0.37%)

USD 0.34B
FDMO Fidelity® Momentum Factor ETF

+0.42 (+0.63%)

USD 0.33B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 11.43 % 1.40 %

+0.03 (+0.27%)

USD 3.55M

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 -91.81% 4% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -91.81% 4% F 6% D-
Trailing 12 Months  
Capital Gain -90.78% 4% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -90.78% 4% F 5% F
Trailing 5 Years  
Capital Gain -46.24% 8% B- 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -46.24% 8% B- 23% F
Average Annual (5 Year Horizon)  
Capital Gain 111.26% 100% F 97% N/A
Dividend Return 112.27% 100% F 97% N/A
Total Return 1.00% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 191.88% 4% F 5% F
Risk Adjusted Return 58.51% 44% F 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:
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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.