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

ETF | Large Growth |

Last Closing

USD 96.83

Change

+1.33 (+1.39)%

Market Cap

N/A

Volume

1.61M

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: 2024-11-05 )

Largest Industry Peers for Large Growth

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

+0.39 (+1.50%)

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

+4.90 (+1.42%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+2.88 (+1.31%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

+1.07 (+1.02%)

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

+0.99 (+1.74%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+0.72 (+1.11%)

USD 1.08B
SFY SoFi Select 500

+1.60 (+1.52%)

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

+2.01 (+2.19%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+0.50 (+1.25%)

USD 0.33B
FDMO Fidelity® Momentum Factor ETF

+1.13 (+1.70%)

USD 0.33B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 11.49 % 1.40 %

+0.13 (+1.15%)

USD 2.35M

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 -91.94% 4% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -91.94% 4% F 1% F
Trailing 12 Months  
Capital Gain -91.35% 4% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -91.35% 4% F 1% F
Trailing 5 Years  
Capital Gain -47.47% 12% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.47% 12% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain 109.00% 100% F 97% N/A
Dividend Return 110.01% 100% F 97% N/A
Total Return 1.00% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 191.33% 4% F 5% F
Risk Adjusted Return 57.49% 44% F 74% 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.