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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-10-29
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 319Change
+0.47 (+0.15)%Market Cap
N/AVolume
0.42MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-10-29
ETF | Large Blend |
Last Closing
USD 319Change
+0.47 (+0.15)%Market Cap
N/AVolume
0.42MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+0.38 (+0.13%) |
USD 443.55B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.04 (+0.17%) |
USD 50.00B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.11 (+0.16%) |
USD 48.55B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.11 (+0.10%) |
USD 13.15B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.03 (+0.06%) |
USD 12.68B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.11 (+0.16%) |
USD 9.30B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.37 (-0.52%) |
USD 7.49B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.21 (+0.37%) |
USD 5.10B |
SCHK | Schwab 1000 ETF |
+0.05 (+0.18%) |
USD 3.87B |
SUSA | iShares MSCI USA ESG Select |
+0.23 (+0.19%) |
USD 3.72B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDI | iShares Trust | 60.23 % | 0.00 % |
-0.01 (-0.03%) |
USD 5.81M |
ITDH | iShares Trust | 60.23 % | 0.00 % |
-0.02 (-0.03%) |
USD 6.45M |
ITDG | iShares Trust | 59.83 % | 0.00 % |
-0.02 (-0.03%) |
USD 0.01B |
ITDF | iShares Trust | 57.36 % | 0.00 % |
N/A |
USD 0.02B |
ITDE | iShares Trust | 51.87 % | 0.00 % |
-0.01 (-0.03%) |
USD 0.02B |
ITDD | iShares Trust | 44.38 % | 0.00 % |
N/A |
USD 0.02B |
ITDC | iShares Trust | 39.68 % | 0.00 % |
-0.01 (-0.03%) |
USD 0.02B |
ITDB | iShares Trust | 33.33 % | 0.00 % |
+0.01 (+-0.03%) |
USD 0.01B |
ITDA | iShares Trust | 26.01 % | 0.00 % |
-0.01 (-0.03%) |
USD 4.73M |
IRTR | iShares Trust | 25.69 % | 0.00 % |
+0.02 (+-0.03%) |
USD 5.18M |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
SNAV | 9.36 % | 0.00 % |
N/A |
N/A | |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
+0.04 (+-0.03%) |
USD 0.05B |
Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 21.64% | 69% | C- | 79% | B- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 21.64% | 69% | C- | 79% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 39.11% | 78% | C+ | 78% | C+ | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 39.11% | 78% | C+ | 78% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 89.89% | 76% | C+ | 82% | B | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 89.89% | 76% | C+ | 82% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.57% | 76% | C+ | 76% | C+ | ||
Dividend Return | 15.80% | 76% | C+ | 74% | C | ||
Total Return | 1.23% | 42% | F | 28% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.37% | 42% | F | 55% | F | ||
Risk Adjusted Return | 81.56% | 65% | D | 90% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
The company has under performed its peers on annual average total returns in the past 5 years.
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.