IYW:ARCA-iShares U.S. Technology (USD)

ETF | Technology | NYSE Arca

Last Closing

USD 163.71

Change

+1.69 (+1.04)%

Market Cap

USD 3.05B

Volume

0.70M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Technology Index. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the technology sector of the U.S. equity market and may include large-, mid- or small-capitalization companies, and components primarily include technology companies. The fund is non-diversified.

Inception Date: 15/05/2000

Primary Benchmark: DJ US Technology Capped TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.42 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Technology

Symbol Name Mer Price(Change) Market Cap
XLK Technology Select Sector SPDR.. 0.13 %

+2.11 (+0.89%)

USD 73.66B
FTEC Fidelity® MSCI Information Te.. 0.08 %

+1.63 (+0.87%)

USD 13.46B
ARKK ARK Innovation ETF 0.75 %

-0.16 (-0.27%)

USD 6.50B
ARKW ARK Next Generation Internet E.. 0.75 %

-0.85 (-0.75%)

USD 1.85B
HACK Amplify ETF Trust 0.60 %

+0.62 (+0.83%)

USD 1.73B
FXL First Trust Technology AlphaDE.. 0.63 %

+0.82 (+0.54%)

USD 1.40B
ARKF ARK Fintech Innovation ETF 0.00 %

-0.36 (-0.93%)

USD 1.14B
IHAK iShares Cybersecurity and Tech.. 0.00 %

N/A

USD 0.93B
BLOK Amplify Transformational Data .. 0.70 %

-1.03 (-2.15%)

USD 0.92B
XNTK SPDR Morgan Stanley Technology 0.35 %

+2.08 (+1.01%)

USD 0.90B

ETFs Containing IYW

QPX AdvisorShares Q Dynamic G.. 18.99 % 0.00 %

+0.24 (+1.06%)

USD 0.03B
XNAV FundX Aggressive ETF 9.54 % 0.00 %

+0.77 (+1.06%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Technology) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 33.37% 75% C 88% B+
Dividend Return 0.22% 47% F 2% F
Total Return 33.59% 75% C 87% B+
Trailing 12 Months  
Capital Gain 33.53% 76% C+ 88% B+
Dividend Return 0.22% 41% F 2% F
Total Return 33.75% 76% C+ 87% B+
Trailing 5 Years  
Capital Gain 182.23% 100% F 94% A
Dividend Return 3.39% 55% F 8% B-
Total Return 185.62% 96% N/A 94% A
Average Annual (5 Year Horizon)  
Capital Gain 20.86% 68% D+ 81% B-
Dividend Return 21.23% 68% D+ 80% B-
Total Return 0.37% 57% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 32.95% 56% F 32% F
Risk Adjusted Return 64.44% 80% B- 78% C+
Market Capitalization 3.05B 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:
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.

What to not like:

There is nothing we particularly dislike