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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-12-24
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 330.52Change
+3.51 (+1.07)%Market Cap
N/AVolume
0.47MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-12-24
ETF | Large Blend |
Last Closing
USD 330.52Change
+3.51 (+1.07)%Market Cap
N/AVolume
0.47MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+3.12 (+1.06%) |
USD 456.91B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.74 (+1.05%) |
USD 54.47B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.26 (+1.10%) |
USD 51.93B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.55 (+1.06%) |
USD 14.33B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+1.10 (+0.94%) |
USD 13.32B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.77 (+1.06%) |
USD 9.84B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.54 (+0.77%) |
USD 7.27B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.21 (+0.36%) |
USD 5.38B |
SCHK | Schwab 1000 ETF |
+0.31 (+1.08%) |
USD 4.10B |
SUSA | iShares MSCI USA ESG Select |
+1.11 (+0.90%) |
USD 3.87B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDI | iShares Trust | 61.58 % | 0.00 % |
+0.23 (+0.74%) |
USD 6.99M |
ITDH | iShares Trust | 61.58 % | 0.00 % |
+0.27 (+0.74%) |
USD 7.63M |
ITDG | iShares Trust | 61.19 % | 0.00 % |
+0.24 (+0.74%) |
USD 0.01B |
ITDF | iShares Trust | 58.72 % | 0.00 % |
+0.23 (+0.74%) |
USD 0.02B |
ITDE | iShares Trust | 53.20 % | 0.00 % |
+0.24 (+0.74%) |
USD 0.02B |
ITDD | iShares Trust | 44.38 % | 0.00 % |
+0.20 (+0.74%) |
USD 0.02B |
ITDC | iShares Trust | 40.66 % | 0.00 % |
+0.19 (+0.74%) |
USD 0.02B |
ITDB | iShares Trust | 34.12 % | 0.00 % |
+0.19 (+0.74%) |
USD 0.02B |
ITDA | 26.37 % | 0.00 % |
N/A |
N/A | |
IRTR | iShares Trust | 26.20 % | 0.00 % |
+0.11 (+0.74%) |
USD 0.01B |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
SNAV | Collaborative Investment .. | 9.44 % | 0.00 % |
+0.20 (+0.74%) |
USD 0.03B |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
-0.79 (0.74%) |
USD 0.05B |
Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 26.03% | 69% | C- | 83% | B | ||
Dividend Return | 1.02% | 43% | F | 15% | F | ||
Total Return | 27.05% | 69% | C- | 82% | B | ||
Trailing 12 Months | |||||||
Capital Gain | 25.87% | 71% | C- | 83% | B | ||
Dividend Return | 1.02% | 40% | F | 15% | F | ||
Total Return | 26.89% | 71% | C- | 82% | B | ||
Trailing 5 Years | |||||||
Capital Gain | 84.68% | 67% | D+ | 84% | B | ||
Dividend Return | 8.48% | 39% | F | 25% | F | ||
Total Return | 93.16% | 61% | D- | 84% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.17% | 76% | C+ | 75% | C | ||
Dividend Return | 16.40% | 76% | C+ | 74% | C | ||
Total Return | 1.23% | 42% | F | 30% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.66% | 43% | F | 56% | F | ||
Risk Adjusted Return | 83.41% | 63% | D | 90% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.