IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 79.85

Change

-0.34 (-0.42)%

Market Cap

N/A

Volume

0.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-19 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.33 (-0.66%)

USD 44.04B
VFH Vanguard Financials Index Fund..

-0.57 (-0.46%)

USD 11.30B
FNCL Fidelity® MSCI Financials Ind..

-0.37 (-0.52%)

USD 1.97B
BIZD VanEck BDC Income ETF

+0.12 (+0.73%)

USD 1.23B
FXO First Trust Financials AlphaDE..

-0.24 (-0.42%)

USD 0.93B
VPC Virtus Private Credit ETF

+0.05 (+0.22%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.11 (+0.58%)

USD 0.02B
IXG iShares Global Financials ETF

-0.50 (-0.50%)

N/A
IYF iShares U.S. Financials ETF

-0.78 (-0.67%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.35 (-0.23%)

N/A

ETFs Containing IYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 33.67% 82% B 88% B+
Dividend Return 1.09% 12% F 19% F
Total Return 34.76% 82% B 87% B+
Trailing 12 Months  
Capital Gain 46.72% 71% C- 88% B+
Dividend Return 1.68% 18% F 23% F
Total Return 48.41% 71% C- 88% B+
Trailing 5 Years  
Capital Gain 63.97% 47% F 75% C
Dividend Return 9.61% 12% F 27% F
Total Return 73.58% 47% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.23% 29% F 68% D+
Dividend Return 12.76% 12% F 67% D+
Total Return 1.53% 29% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 28.55% 47% F 38% F
Risk Adjusted Return 44.70% 29% F 61% D-
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.