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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-11-06
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 324.97Change
+8.32 (+2.63)%Market Cap
N/AVolume
1.56MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-11-06
ETF | Large Blend |
Last Closing
USD 324.97Change
+8.32 (+2.63)%Market Cap
N/AVolume
1.56MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+7.98 (+2.80%) |
USD 443.55B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.59 (+2.59%) |
USD 50.00B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+1.69 (+2.49%) |
USD 48.51B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+3.02 (+2.65%) |
USD 13.15B |
DYNF | BlackRock US Equity Factor Rot.. |
+1.33 (+2.64%) |
USD 12.68B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+1.89 (+2.68%) |
USD 9.18B |
SPLV | Invesco S&P 500® Low Volatili.. |
+1.20 (+1.68%) |
USD 7.49B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+1.13 (+1.99%) |
USD 5.05B |
SCHK | Schwab 1000 ETF |
+0.76 (+2.73%) |
USD 3.82B |
SUSA | iShares MSCI USA ESG Select |
+2.44 (+2.03%) |
USD 3.66B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDH | iShares Trust | 60.36 % | 0.00 % |
+0.49 (+1.54%) |
USD 6.93M |
ITDG | iShares Trust | 59.96 % | 0.00 % |
+0.46 (+1.54%) |
USD 0.01B |
ITDI | iShares Trust | 59.53 % | 0.00 % |
+0.49 (+1.54%) |
USD 6.30M |
ITDF | iShares Trust | 57.46 % | 0.00 % |
+0.42 (+1.54%) |
USD 0.02B |
ITDE | iShares Trust | 51.91 % | 0.00 % |
+0.37 (+1.54%) |
USD 0.02B |
ITDD | iShares Trust | 44.38 % | 0.00 % |
+0.22 (+1.54%) |
USD 0.02B |
ITDC | iShares Trust | 39.54 % | 0.00 % |
+0.17 (+1.54%) |
USD 0.02B |
ITDB | iShares Trust | 33.13 % | 0.00 % |
+0.07 (+1.54%) |
USD 0.01B |
ITDA | iShares Trust | 25.77 % | 0.00 % |
+0.03 (+1.54%) |
USD 4.67M |
IRTR | iShares Trust | 25.45 % | 0.00 % |
+0.01 (+1.54%) |
USD 5.12M |
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 % |
-1.05 (1.54%) |
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 | 23.91% | 72% | C | 78% | C+ | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 23.91% | 72% | C | 78% | C+ | ||
Trailing 12 Months | |||||||
Capital Gain | 35.57% | 82% | B | 76% | C+ | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 35.57% | 82% | B | 76% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 89.85% | 76% | C+ | 81% | B- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 89.85% | 76% | C+ | 82% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.69% | 76% | C+ | 76% | C+ | ||
Dividend Return | 15.91% | 76% | C+ | 75% | C | ||
Total Return | 1.22% | 42% | F | 28% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.43% | 42% | F | 55% | F | ||
Risk Adjusted Return | 81.89% | 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.