IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 189.56

Change

+2.01 (+1.07)%

Market Cap

N/A

Volume

0.99M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.25 (+0.89%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

+0.26 (+1.10%)

USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.24 (+0.91%)

USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

+0.56 (+1.25%)

USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

+1.87 (+0.99%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

+0.59 (+1.17%)

USD 3.88B
SPHD Invesco S&P 500® High Dividen..

+0.41 (+0.83%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

+0.84 (+1.05%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

+0.77 (+1.31%)

USD 2.21B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 7.01 % 0.00 %

+0.53 (+1.63%)

USD 8.19M
QEH 0.00 % 1.68 %

N/A

N/A
RWGV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.71% 52% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.71% 52% F 69% C-
Trailing 12 Months  
Capital Gain 26.03% 62% D 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.03% 62% D 69% C-
Trailing 5 Years  
Capital Gain 42.63% 58% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 42.63% 58% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.74% 38% F 68% D+
Dividend Return 12.45% 31% F 67% D+
Total Return 1.71% 31% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 16.82% 46% F 61% D-
Risk Adjusted Return 74.04% 42% F 86% B+
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:

There is nothing we particularly like

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

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.