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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-11-13
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 328.85Change
+0.06 (+0.02)%Market Cap
N/AVolume
0.89MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-11-13
ETF | Large Blend |
Last Closing
USD 328.85Change
+0.06 (+0.02)%Market Cap
N/AVolume
0.89MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-0.14 (-0.05%) |
USD 443.32B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.01 (+0.04%) |
USD 50.15B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.03 (+0.04%) |
USD 48.51B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.03 (+0.03%) |
USD 13.67B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.02 (+0.04%) |
USD 13.25B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.03 (-0.04%) |
USD 9.18B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.12 (+0.16%) |
USD 7.58B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.02 (-0.03%) |
USD 5.05B |
SCHK | Schwab 1000 ETF |
-0.01 (-0.03%) |
USD 3.82B |
SUSA | iShares MSCI USA ESG Select |
+0.11 (+0.09%) |
USD 3.66B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDH | iShares Trust | 60.36 % | 0.00 % |
-0.05 (-0.22%) |
USD 6.93M |
ITDG | iShares Trust | 59.96 % | 0.00 % |
-0.08 (-0.22%) |
USD 0.01B |
ITDI | iShares Trust | 59.53 % | 0.00 % |
-0.07 (-0.22%) |
USD 6.30M |
ITDF | iShares Trust | 57.46 % | 0.00 % |
-0.10 (-0.22%) |
USD 0.02B |
ITDE | iShares Trust | 51.91 % | 0.00 % |
-0.06 (-0.22%) |
USD 0.02B |
ITDD | iShares Trust | 44.38 % | 0.00 % |
-0.06 (-0.22%) |
USD 0.02B |
ITDC | iShares Trust | 39.54 % | 0.00 % |
-0.01 (-0.22%) |
USD 0.02B |
ITDB | iShares Trust | 33.13 % | 0.00 % |
-0.05 (-0.22%) |
USD 0.01B |
ITDA | iShares Trust | 25.77 % | 0.00 % |
-0.06 (-0.22%) |
USD 4.67M |
IRTR | iShares Trust | 25.45 % | 0.00 % |
-0.02 (-0.22%) |
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 % |
+0.77 (+-0.22%) |
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 | 25.39% | 64% | D | 80% | B- | ||
Dividend Return | 1.02% | 46% | F | 17% | F | ||
Total Return | 26.41% | 65% | D | 79% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 33.35% | 78% | C+ | 79% | B- | ||
Dividend Return | 1.48% | 39% | F | 19% | F | ||
Total Return | 34.83% | 76% | C+ | 78% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 90.23% | 67% | D+ | 83% | B | ||
Dividend Return | 9.26% | 41% | F | 26% | F | ||
Total Return | 99.49% | 63% | D | 82% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.78% | 76% | C+ | 75% | C | ||
Dividend Return | 16.00% | 78% | C+ | 74% | C | ||
Total Return | 1.22% | 42% | F | 29% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.47% | 42% | F | 56% | F | ||
Risk Adjusted Return | 82.19% | 67% | 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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.