ducovest

IWL:NYE-iShares Russell Top 200 ETF (USD)

ETF | Large Blend |

Last Closing

USD 143.68

Change

-2.12 (-1.45)%

Market Cap

USD 1.56B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the largest capitalization sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.

Company Website : http://www.ishares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Large Blend

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GSLC Goldman Sachs ActiveBeta® U.S..

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DYNF BlackRock US Equity Factor Rot..

-0.63 (-1.21%)

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SPTM SPDR® Portfolio S&P 1500 Comp..

-0.92 (-1.27%)

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SPLV Invesco S&P 500® Low Volatili..

-0.06 (-0.08%)

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JQUA JPMorgan U.S. Quality Factor E..

-0.69 (-1.18%)

 USD 5.05B
SCHK Schwab 1000 ETF

-0.39 (-1.36%)

 USD 3.82B
SUSA iShares MSCI USA ESG Select

-1.60 (-1.29%)

 USD 3.66B

ETFs Containing IWL

N/A

Market Performance

  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 24.84% 90% A- 82% B
Dividend Return 0.96% 34% F 16% F
Total Return 25.80% 90% A- 81% B-
Trailing 12 Months  
Capital Gain 31.12% 89% A- 79% B-
Dividend Return 1.39% 29% F 18% F
Total Return 32.51% 90% A- 77% C+
Trailing 5 Years  
Capital Gain 97.66% 94% A 85% B
Dividend Return 9.50% 46% F 28% F
Total Return 107.16% 94% A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.75% 94% A 77% C+
Dividend Return 16.95% 90% A- 76% C+
Total Return 1.21% 40% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 19.07% 54% F 57% F
Risk Adjusted Return 88.91% 82% B 94% A
Market Capitalization 1.56B 72% C 63% D

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

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.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

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