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

ETF | Large Growth |

Last Closing

USD 105.2

Change

+1.36 (+1.31)%

Market Cap

N/A

Volume

0.76M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Large Growth

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

+0.37 (+1.30%)

USD 37.86B
VOOG Vanguard S&P 500 Growth Index ..

+4.67 (+1.25%)

USD 17.70B
IWY iShares Russell Top 200 Growth..

+3.31 (+1.38%)

USD 14.23B
SPGP Invesco S&P 500 GARP ETF

+1.01 (+0.96%)

USD 4.74B
JMOM JPMorgan U.S. Momentum Factor ..

+0.44 (+0.74%)

USD 1.29B
QGRO American Century U.S. Quality ..

+0.98 (+0.97%)

USD 1.14B
FQAL Fidelity® Quality Factor ETF

+0.40 (+0.60%)

USD 1.07B
SFY SoFi Select 500

+1.17 (+1.05%)

USD 0.97B
FDMO Fidelity® Momentum Factor ETF

+0.79 (+1.11%)

USD 0.38B
BIBL Northern Lights Fund Trust IV ..

+0.43 (+1.09%)

USD 0.33B

ETFs Containing IVW

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

+0.16 (+1.37%)

USD 3.60M

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 40.08% 88% B+ 91% A-
Dividend Return 0.58% 74% C 7% C-
Total Return 40.66% 88% B+ 90% A-
Trailing 12 Months  
Capital Gain 39.78% 84% B 91% A-
Dividend Return 0.58% 67% D+ 6% D-
Total Return 40.36% 84% B 90% A-
Trailing 5 Years  
Capital Gain 116.36% 64% D 89% A-
Dividend Return 5.43% 68% D+ 14% F
Total Return 121.79% 60% D- 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 95.26% 100% F 96% N/A
Dividend Return 96.26% 100% F 96% N/A
Total Return 1.00% 88% B+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 183.14% 4% F 5% F
Risk Adjusted Return 52.56% 38% F 67% 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:
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.