IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 143.16

Change

-1.88 (-1.30)%

Market Cap

N/A

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-3.73 (-1.27%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

-0.30 (-1.28%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

-0.90 (-1.29%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.55 (-1.32%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

-0.63 (-1.21%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.92 (-1.27%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

-0.06 (-0.08%)

USD 7.58B
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 IYY

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 22.85% 60% D- 79% B-
Dividend Return 0.92% 29% F 16% F
Total Return 23.77% 61% D- 78% C+
Trailing 12 Months  
Capital Gain 30.43% 75% C 78% C+
Dividend Return 1.40% 31% F 18% F
Total Return 31.83% 74% C 76% C+
Trailing 5 Years  
Capital Gain 85.01% 60% D- 82% B
Dividend Return 8.91% 34% F 25% F
Total Return 93.92% 58% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.53% 46% F 71% C-
Dividend Return 13.70% 44% F 69% C-
Total Return 1.16% 33% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 21.16% 32% F 52% F
Risk Adjusted Return 64.72% 31% F 80% 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.