ducovest

IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 98.33

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.68M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

N/A

 USD 33.93B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 14.12B
IWY iShares Russell Top 200 Growth..

N/A

 USD 12.09B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.32B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.16B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.12B
QGRO American Century U.S. Quality ..

N/A

 USD 1.01B
SFY SoFi Select 500

N/A

 USD 0.98B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.36B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.33B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

N/A

 USD 2.35M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 30.93% 79% B- 87% B+
Dividend Return 0.40% 48% F 5% F
Total Return 31.34% 75% C 86% B+
Trailing 12 Months  
Capital Gain 36.55% 56% F 84% B
Dividend Return 0.72% 52% F 7% C-
Total Return 37.27% 48% F 82% B
Trailing 5 Years  
Capital Gain 110.22% 64% D 87% B+
Dividend Return 6.00% 68% D+ 16% F
Total Return 116.21% 64% D 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 104.45% 100% F 97% N/A
Dividend Return 105.44% 100% F 97% N/A
Total Return 1.00% 88% B+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 189.59% 4% F 5% F
Risk Adjusted Return 55.62% 40% F 72% C
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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.