ducovest

DGRO:NYE-iShares Core Dividend Growth ETF (USD)

ETF | Large Value |

Last Closing

USD 62.98

Change

0.00 (0.00)%

Market Cap

USD 31.12B

Volume

2.66M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is a subset of the Morningstar® U.S. Market IndexSM, which is a broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.

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: 2024-11-16 )

Largest Industry Peers for Large Value

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SCHD Schwab U.S. Dividend Equity ET..

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FNDX Schwab Fundamental U.S. Large ..

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SCHV Schwab U.S. Large-Cap Value ET..

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SPYD SPDR® Portfolio S&P 500 High ..

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VOOV Vanguard S&P 500 Value Index F..

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FDVV Fidelity® High Dividend ETF

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SPHD Invesco S&P 500® High Dividen..

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IWX iShares Russell Top 200 Value ..

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LRGF iShares U.S. Equity Factor ETF

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 USD 2.32B
QDF FlexShares Quality Dividend In..

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 USD 1.91B

ETFs Containing DGRO

WLTH 8.24 % 0.00 %

N/A

 N/A
HOM 4.87 % 0.00 %

N/A

 N/A
PFV 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 17.02% 50% F 71% C-
Dividend Return 1.87% 52% F 35% F
Total Return 18.89% 42% F 69% C-
Trailing 12 Months  
Capital Gain 23.76% 29% F 69% C-
Dividend Return 2.71% 55% F 37% F
Total Return 26.46% 31% F 68% D+
Trailing 5 Years  
Capital Gain 53.57% 60% D- 72% C
Dividend Return 14.21% 46% F 45% F
Total Return 67.78% 58% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.08% 42% F 68% D+
Dividend Return 13.07% 37% F 67% D+
Total Return 2.00% 42% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 14.79% 71% C- 67% D+
Risk Adjusted Return 88.41% 69% C- 93% A
Market Capitalization 31.12B 97% N/A 93% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 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.